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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 11.05% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR
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Back test timeframe: January 1972 – December 2021
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 10.01% CAGR
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Correlation to U.S. Markets: 0.85
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S&P 500 Performance: 7.87% CAGR
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Back test timeframe: April 1999 – December 2021
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Number of ETFs available in this asset class: 100
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Number of ETFs in this asset class that are 10-years old or older: 21
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2021
QQQ vs SPY: April 1999 – December 2021
QQQ vs SPY: March 10, 1999 – January 7, 2022
The Deep Value ETF Accumulator rankings for the 21 oldest U.S. Large Cap Growth ETFs:
The 4 top ranked U.S. Large Cap Growth ETFs head-to-head comparisons:
QQQ vs IWY vs ONEQ vs MGK: October 2009 – December 2021
QQQ vs IWY vs ONEQ vs MGK: September 28, 2009 – January 7, 2022
Stated objectives of 4 top ranked U.S. Large Cap Growth ETFs:
QQQ – Invesco QQQ is an exchange-traded fund based on the Nasdaq-100 Index®. The Fund will, under most circumstances, consist of all of stocks in the Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization. The Fund and the Index are rebalanced quarterly and reconstituted annually.
IWY – The iShares Russell Top 200 Growth ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. Exposure to large U.S. companies whose earnings are expected to grow at an above-average rate relative to the market. Targeted access to a specific category of large-cap domestic stocks. Use to tilt your portfolio towards growth stocks.
ONEQ – FIDELITY NASDAQ COMPOSITE INDEX ETF. The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index. The fund may operate as a non-diversified fund, as defined under the Investment Company Act of 1940 (1940 Act), as a result of a change in relative market capitalization or index weighting of one or more constituents of the Index.
MGK – Vanguard Mega Cap Growth ETF. Seeks to track the performance of the CRSP US Mega Cap Growth Index. Employs a passively managed, full-replication approach. Provides a convenient way to get diversified exposure to the largest growth stocks in the U.S. market. With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
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 article on U.S. Large Cap Growth ETFs:
4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4
Disclosure: We currently own shares of QQQ and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform your 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.