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Asset Class: U.S. Small Cap Growth
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Long-Term Performance: 10.49% CAGR
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Correlation to U.S. Markets: 0.90
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U.S. Large Cap Blend Performance: 10.84% CAGR
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Back test timeframe: January 1972 – October 2021
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Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)
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Long-Term Performance: 10.30% CAGR
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Correlation to U.S. Markets: 0.91
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S&P 500 Performance: 7.65% CAGR
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Back test timeframe: August 2000 – October 2021
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Number of ETFs available in this asset class: 23
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Number of ETFs in this asset class that are 10-years old or older: 10
U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021
IJT vs SPY: August 2000 – October 2021
IJT vs SPY: July 28, 2000 – November 5, 2021
The Deep Value ETF Accumulator rankings for the 10 oldest U.S. Small Cap Growth ETFs:
The 4 top ranked U.S. Small Cap Growth ETFs head-to-head comparisons:
IJT vs SLYG vs VBK vs VIOG: October 2010 – October 2021
IJT vs SLYG vs VBK vs VIOG: September 9, 2010 – November 5, 2021
Stated objectives of 4 top ranked U.S. Small Cap Growth ETFs:
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.
SLYG – The SPDR® S&P 600™ Small Cap Growth ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of The S&P SmallCap 600® Growth Index (the “Index”). The Index includes stocks that exhibit the strongest growth characteristics based on: sales growth; earnings change to price; and momentum. The S&P SmallCap 600® Growth Index measures the performance of the small-capitalization growth segment in the U.S. equity market. The Index consists of those stocks in the S&P Small Cap 600® Index exhibiting the strongest growth characteristics based on: (i)sales growth; (ii) earnings change to price; and (iii) momentum. The Index is market capitalization weighted.
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.
VIOG – Vanguard S&P Small-Cap 600 Growth ETF. Invests in stocks in the S&P Small-Cap 600 Growth Index, composed of the growth companies in the S&P 600. Focuses on closely tracking the index’s return, which is considered a gauge of overall U.S. small-cap growth stock returns. Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds. More appropriate for long-term goals where your money’s growth is essential.
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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 1.4
Disclosure: We currently own shares of VBK 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.