5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7

  • Asset Class: Health Sector

  • Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)

  • Correlation to U.S. Markets: 0.78

  • Long-Term Performance: 8.43% CAGR

  • S&P 500 Performance: 7.28% CAGR

  • Back test timeframe: January 1999 – June 2023

  • Number of ETFs available in this asset class: 55

  • Number of ETFs in this asset class that are 10-years old or older: 21

XLV vs SPY: January 1999 – June 2023

XLV vs SPY: December 22, 1998 – July 14, 2023

Continue reading “5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7”

Arthur M. Cohen & Associates LLC Buys 1,276 Shares of iShares S&P Small-Cap 600 Growth ETF (IJT)

Arthur M. Cohen & Associates LLC grew its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 63.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,276 shares of the company’s stock after purchasing an ad
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-07-07/

5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.21% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.45% CAGR

  • Back test timeframe: January 1972 – June 2023

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 7.73% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: August 2000 – June 2023

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 10

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023

IJK vs SPY: August 2000 – June 2023

IJK vs SPY: July 28, 2000 – June 30, 2023

Continue reading “5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6”