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Asset Class: U.S. Large Cap Blend
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Long-Term Performance: 10.39% CAGR
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Back test timeframe: January 1972 – December 31, 2019
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Oldest ETF back tested: SPY
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Long-Term Performance: 9.73% CAGR
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S&P 500 Performance: 9.76% CAGR
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Back test timeframe: February 1993 – December 2019
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Number of ETFs available in this asset class: 154
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Number of ETFs in this asset class that are 10-years old or older: 31
U.S. Large Cap Blend CAGR = 10.39%: January 1972 – December 2019
SPY CAGR = 9.73%: February 1993 – December 2019
The Deep Value ETF Accumulator rankings for the 31 oldest U.S. Large Cap Blend ETFs:
The 4 top ranked U.S. Large Cap Blend ETFs head-to-head comparisons:
FTCS vs JKD vs PKW vs RSP: January 2007 – December 2019
FTCS vs JKD vs PKW vs RSP vs SPY: December 20, 2006 – January 24, 2020
FTCS vs JKD: August 2006 – December 2019
JKD vs PKW: January 2007 – December 2019
PKW vs RSP: January 2007 – December 2019
Stated objectives of the 4 top ranked U.S. Large Cap Blend ETFs:
FTCS – The First Trust Capital Strength ETF seeks investment results that correspond generally to the price and yield (before the fund’s fees and expenses) of an equity index called The Capital Strength Index SM. From the stocks in the NASDAQ US Benchmark Index, the largest 500 companies with a minimum three-month average daily dollar trading volume of $5 million are selected. To be eligible for inclusion in the index, companies must have: at least $1 billion in cash or short term investments, a long term debt to market cap ratio less than 30%, a return on equity greater than 15%. Eligible companies are then ranked by a combined short-term (3-month) and long-term (1-year) realized volatility. The 50 companies with the lowest combined volatility score are selected for inclusion in the index. A maximum weight of 30% in any one Industry Classification Benchmark industry is allowed. If an industry has a weight greater than 30%, the highest ranking security by volatility will be removed and replaced with the next eligible security from a different industry. This process is repeated until no industry has a weight greater than 30%. The index stocks are equally weighted initially and on each rebalancing effective date. The index is reconstituted and rebalanced on a quarterly basis.
JKD – The iShares Morningstar Large-Cap ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities. Exposure to large, established U.S. companies. Access to a specific segment of the domestic stock market. Use to seek long-term growth in your portfolio.
PKW – The Invesco BuyBack Achievers™ ETF (Fund) is based on the NASDAQ US BuyBack Achievers™ Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of companies that meet the requirements to be classified as BuyBack Achievers™. The NASDAQ US BuyBack Achievers Index is comprised of US securities issued by corporations that have effected a net reduction in shares outstanding of 5% or more in the trailing 12 months. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October.
RSP – The Invesco S&P 500® Equal Weight ETF (the “Fund”) seeks to track the investment results (before fees and expenses) of the S&P 500® Equal Weight Index (the “Underlying Index”). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index equally weights the stocks in the S&P 500® Index. The Fund and the Index are rebalanced quarterly.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator articles on U.S. Large Cap Blend ETFs:
Best Long-Term Performance U.S. Large Cap Blend ETFs 1.2
Best Long-Term Performance U.S. Large Cap Blend ETFs 1.1
Disclosure: We currently own shares of FTCS and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.