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Asset Class: U.S. Small Cap Growth
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Long-Term Performance: 10.01% CAGR
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Correlation to U.S. Markets: 0.90
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U.S. Large Cap Blend Performance: 10.26% CAGR
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Back test timeframe: January 1972 – October 2020
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Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)
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Long-Term Performance: 8.56% CAGR
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Correlation to U.S. Markets: 0.91
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S&P 500 Performance: 6.16% CAGR
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Back test timeframe: August 2000 – October 2020
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Number of ETFs available in this asset class: 18
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Number of ETFs in this asset class that are 10-years old or older: 9
U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2020
IJT vs SPY: August 2000 – October 2020
IJT vs SPY: July 27, 2000 – October 30, 2020
The Deep Value ETF Accumulator rankings for the 9 oldest U.S. Small Cap Growth ETFs:
The 4 top ranked U.S. Small Cap Growth ETFs head-to-head comparisons:
VBK vs JKK vs IJT vs IWO: August 2004 – October 2020
VBK vs JKK vs IJT vs IWO: July 2, 2004 – October 30, 2020
Stated objectives of 4 top ranked U.S. Small Cap Growth ETFs:
VBK – Vanguard Small-Cap Growth ETF. Seeks to track the performance of the CRSP US Small Cap Growth Index, which measures the investment return of small-capitalization growth stocks. Provides a convenient way to match the performance of a diversified group of small growth companies. Follows a passively managed, full-replication approach.
JKK – The iShares Morningstar Small-Cap Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. Exposure to small public 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 small-cap domestic stocks. Use to diversify a U.S. stock allocation and to tilt your portfolio towards growth stocks.
IJT – The iShares S&P Small-Cap 600 Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. Exposure to U.S. small-cap stocks of companies whose earnings are expected to grow at an above-average rate relative to the market. Low cost and tax efficient. Use as a complement to a portfolio’s core holdings.
IWO – The iShares Russell 2000 Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. Exposure to small public 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 small-cap domestic stocks. Use to diversify a U.S. stock allocation and tilt your portfolio towards growth stocks.
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. Small Cap Growth ETFs:
4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.3
Disclosure: We currently own shares of IJT and we intend to sell these shares in the near future. We will also be buying shares of VBK in the near 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.