Blog – Page 2 – Deep Value ETF Investor

October 8, 2023

5 Best U.S. Long Term Bond ETFs to Own Long Term: RVNU vs BAB vs VCLT vs SPLB vs IGLB 1.7

Asset Category: Long Term Bonds (U.S. Long Term Treasuries)
Long-Term Performance: 6.97% CAGR
Correlation to U.S. markets: 0.06
S&P 500 Performance (US Large Cap Blend): 11.43% CAGR
Back test timeframe: January 1978 – September 2023
Oldest Long Term Bond ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)
Long-Term Performance: 3.73% CAGR
Correlation to U.S. markets: -0.17
S&P 500 Performance: 9.65% CAGR
Back test timeframe: August 2002 – September 2023
Number of ETFs available in this asset class: 40
Number of ETFs in this asset class that are 10 years old or older: 18

U.S. Long Bonds vs U.S. Large Cap Blend Equities: January 1978 – September 2023

Continue reading “5 Best U.S. Long Term Bond ETFs to Own Long Term: RVNU vs BAB vs VCLT vs SPLB vs IGLB 1.7”

September 12, 2023October 8, 2023

5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7

Asset Class: Real Estate Sector (REITs)
Long-Term Performance: 8.36% CAGR
Correlation to U.S. Markets: 0.62
U.S. Large Cap Blend Performance: 9.93% CAGR
Back test timeframe: January 1994 – August 2023
Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)
Long-Term Performance: 8.14% CAGR
Correlation to U.S. Markets: 0.69
S&P 500 Performance: 6.95% CAGR
Back test timeframe: July 2000 – August 2023
Number of ETFs available in this asset class: 39
Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2023

IYR vs SPY: July 2000 – August 2023

IYR vs SPY: June 19, 2000 – September 12, 2023

Continue reading “5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7”

August 26, 2023October 8, 2023

5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7

Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)
Long-Term Performance: 6.35% CAGR
Correlation to U.S. markets: 0.08
S&P 500 Performance (US Large Cap Blend): 10.50% CAGR
Back test timeframe: January 1972 – July 2023
Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)
Long-Term Performance: 2.90% CAGR
Correlation to U.S. markets: 0.17
S&P 500 Performance: 10.07% CAGR
Back test timeframe: October 2003 – July 2023
Number of ETFs available in this asset class: 107
Number of ETFs in this asset class that are 10 years old or older: 18

U.S. Intermediate Bonds vs U.S. Large Cap Blend Equities: January 1972 – July 2023

AGG vs SPY: October 2003 – July 2023

AGG vs SPY: September 26, 2003 – August 25, 2023

Continue reading “5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7”

July 16, 2023August 5, 2023

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”

July 2, 2023

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”

June 12, 2023June 12, 2023

5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS 1.5

Asset Class: Consumer Discretionary Sector
Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
Correlation to U.S. Markets: 0.87
Long-Term Performance: 8.71% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – May 2023
Number of ETFs available in this asset class: 35
Number of ETFs in this asset class that are 10-years old or older: 16

XLY vs SPY: January 1999 – May 2023

XLY vs SPY: December 22, 1998 – June 12, 2023

Continue reading “5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS 1.5”

June 4, 2023

5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6

Asset Category: U.S. Mid Cap Value
Correlation to US Markets: 0.91
Long-Term Performance: 12.38% CAGR
S&P 500 Performance (US Large Cap Blend): 10.33% CAGR
Back test timeframe: January 1972 – May 2023
Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)
Correlation to US Markets: 0.91
Long-Term Performance: 9.59% CAGR
S&P 500 Performance: 6.76% CAGR
Back test timeframe: August 2000 – May 2023
Number of ETFs available in this asset class: 40
Number of ETFs in this asset class that are 10-years old or older: 17

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – May 2023

IJJ vs SPY: August 2000 – May 2023

IJJ vs SPY: July 28, 2000 – June 2, 2023

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6”

May 14, 2023

5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM 1.6

Asset Class: Technology Sector
Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)
Correlation to U.S. Markets: 0.86
Long-Term Performance: 7.70% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – April 2023
Number of ETFs available in this asset class: 122
Number of ETFs in this asset class that are 10-years old or older: 26

XLK vs SPY: January 1999 – April 2023

Continue reading “5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM 1.6”

May 7, 2023May 7, 2023

5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6

Asset Class: International ex-U.S. Small Cap Market
Long-Term Performance: 6.48% CAGR
Correlation to U.S. Markets: 0.75
U.S. Large Cap Blend Performance: 10.05% CAGR
Back test timeframe: January 1995 – April 2023
Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
Long-Term Performance: 4.55% CAGR
Correlation to U.S. Markets: 0.86
S&P 500 Performance: 9.39% CAGR
Back test timeframe: July 2006 – April 2023
Number of ETFs available in this asset class: 22
Number of ETFs in this asset class that are 10-years old or older: 8

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2023

DLS vs SPY: July 2006 – April 2023

DLS vs SPY: June 16, 2006 – May 5, 2023

Continue reading “5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6”

April 30, 2023April 30, 2023

5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6

Asset Class: International Developed ex-U.S. Market
Long-Term Performance: 6.85% CAGR
Correlation to U.S. Markets: 0.72
U.S. Large Cap Blend Performance: 10.58% CAGR
Back test timeframe: January 1986 – April 2023
Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
Long-Term Performance: 5.35% CAGR
Correlation to U.S. Markets: 0.88
S&P 500 Performance: 8.18% CAGR
Back test timeframe: September 2001 – April 2023
Number of ETFs available in this asset class: 147
Number of ETFs in this asset class that are 10-years old or older: 34

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023

EFA vs SPY: September 2001 – April 2023

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6”

April 9, 2023May 12, 2023

5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE 1.6

Asset Class: Trading – Leveraged Equity
Oldest ETF back tested: ProShares Ultra QQQ (QLD)
Correlation to US Stock Market: 0.92
Long-Term Performance: 21.18% CAGR
S&P 500 Performance: 9.34% CAGR
Back test timeframe: July 2006 – March 2023
Number of ETFs available in this asset class: 118
Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 28

WARNING! Leveraged ETFs are high risk, complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 10 of the 28 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not long-term investment vehicles. Buyer beware!

QLD vs SPY: July 2006 – March 2023

QLD vs SPY: June 21, 2006 – April 6, 2023

Continue reading “5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE 1.6”

March 5, 2023March 5, 2023

FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term 1.6

Asset Class: Diversified Emerging Markets
Correlation to U.S. Stock Market: 0.75
Long-Term Performance: 5.35% CAGR
S&P 500 Performance: 9.91% CAGR
Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)
Correlation to U.S. Stock Market: 0.76
Long-Term Performance: 8.11% CAGR
S&P 500 Performance: 9.73% CAGR
Back test timeframe: May 2003 – February 2023
Number of ETFs available in this asset class: 95
Number of ETFs in this asset class that are 10-years old or older: 26

Diversified Emerging Markets vs S&P 500: January 1995 – February 2023

EEM vs SPY: May 2003 – February 2023

EEM vs SPY: April 11, 2003 – March 3, 2023

Continue reading “FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term 1.6”

February 12, 2023

IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6

Asset Class: Gold
Long-Term Performance: 7.54% CAGR
Correlation to U.S. Markets: 0.02
U.S. Large Cap Blend Performance (S&P 500): 10.33% CAGR
Back test timeframe: January 1972 – January 2023
Oldest ETF back tested: SPDR Gold Shares (GLD)
Long-Term Performance: 7.89% CAGR
Correlation to U.S. Markets: 0.08
S&P 500 Performance: 9.16% CAGR
Back test timeframe: December 2004 – January 2023
Number of ETFs available in this asset class: 8
Number of ETFs in this asset class that are 1-year old or older: 8

Gold vs S&P 500: January 1972 – January 2023

Continue reading “IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6”

February 5, 2023February 5, 2023

5 Best Natural Resources ETFs to Own Long-Term 1.6

Asset Class: Natural Resources Sector
Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
Correlation to U.S. Stock Market: 0.81
Long-Term Performance: 8.15% CAGR
S&P 500 Performance: 6.99% CAGR
Back test timeframe: January 1999 – January 2023
Number of ETFs available in this asset class: 42
Number of ETFs in this asset class that are 10-years old or older: 28

XLB vs SPY: January 1999 – January 2023

Continue reading “5 Best Natural Resources ETFs to Own Long-Term 1.6”

January 29, 2023January 29, 2023

5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6

Asset Category: U.S. Short Term Treasury / Short TermInvestment Grade Bonds
Long-Term Performance: 4.79% / 5.37% CAGR
Correlation to U.S. markets: -0.02 / 0.29
S&P 500 Performance (US Large Cap Blend): 11.05% CAGR
Back test timeframe: January 1983 – December 2022
Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)
Long-Term Performance: 1.62% CAGR
Correlation to U.S. markets: -0.22
S&P 500 Performance: 9.36% CAGR
Back test timeframe: August 2002 – December 2022
Number of ETFs available in this asset class: 99
Number of ETFs in this asset class that are 5-years old or older: 43

U.S. Short Term Treasury Bonds vs Short Term Investment Grade Bonds vs S&P 500: January 1983 – December 2022

Continue reading “5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6”

January 22, 2023

4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6

Asset Category: U.S. Short Term Treasuries
Long-Term Performance: 5.42% CAGR
Correlation to U.S. markets: 0.07
S&P 500 Performance (US Large Cap Blend): 10.87% CAGR
Back test timeframe: January 1977 – December 2022
Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)
Long-Term Performance: 1.65% CAGR
Correlation to U.S. markets: -0.22
S&P 500 Performance: 9.36% CAGR
Back test timeframe: August 2002 – December 2022
Number of ETFs available in this asset class: 12
Number of ETFs in this asset class that are 10-years old or older: 4

U.S. Short Term Treasuries vs U.S. Large Cap Blend Equities (aka S&P 500): January 1977 – December 2022

Continue reading “4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6”

January 22, 2023

4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6

Asset Class: U.S. Large Cap Growth
Long-Term Performance: 9.95% CAGR
Correlation to U.S. Markets: 0.96
U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR
Back test timeframe: January 1972 – December 2022
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Long-Term Performance: 7.76% CAGR
Correlation to U.S. Markets: 0.86
S&P 500 Performance: 6.62% CAGR
Back test timeframe: April 1999 – December 2022
Number of ETFs available in this asset class: 114
Number of ETFs in this asset class that are 10-years old or older: 23

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2022

Continue reading “4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6”

January 15, 2023January 15, 2023

4 Best Financials Sector ETFs to Own Long-Term 1.6

Asset Class: Financials Sector
Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)
Correlation to U.S. Stock Market: 0.82
Long-Term Performance: 4.52% CAGR
S&P 500 Performance: 6.74% CAGR
Back test timeframe: January 1999 – December 2022
Number of ETFs available in this asset class: 30
Number of ETFs in this asset class that are 10-years old or older: 22

XLF vs SPY: January 1999 – January 2022

XLF vs SPY: December 22, 1998 – January 13, 2023

Continue reading “4 Best Financials Sector ETFs to Own Long-Term 1.6”

December 11, 2022December 20, 2022

4 Best Industrials Sector ETFs to Own Long-Term 1.6

Asset Class: Industrials Sector
Oldest ETF back tested: The Industrial Select Sector SPDR® Fund (XLI)
Correlation to U.S. Stock Market: 0.89
Long-Term Performance: 8.04% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – November 2022
Number of ETFs available in this asset class: 29
Number of ETFs in this asset class that are 10-years old or older: 16

XLI vs SPY: January 1999 – November 2022

XLI vs SPY: December 22, 1998 – December 9, 2022

Continue reading “4 Best Industrials Sector ETFs to Own Long-Term 1.6”

December 4, 2022December 20, 2022

4 Best Utilities Sector ETFs to Own Long-Term 1.6

Asset Class: Utilities Sector
Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)
Correlation to U.S. Stock Market: 0.43
Long-Term Performance: 7.32% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – November 2022
Number of ETFs available in this asset class: 12
Number of ETFs in this asset class that are 10-years old or older: 8

XLU vs SPY: January 1999 – November 2022

XLU vs SPY: December 22, 1998 – December 2, 2022

Continue reading “4 Best Utilities Sector ETFs to Own Long-Term 1.6”

December 3, 2022December 20, 2022

4 Best U.S. Small Cap Growth ETFs to Own Long-Term 1.6

Asset Class: U.S. Small Cap Growth
Long-Term Performance: 9.57% CAGR
Correlation to U.S. Markets: 0.90
U.S. Large Cap Blend Performance: 10.37% CAGR
Back test timeframe: January 1972 – November 2022
Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)
Long-Term Performance: 9.09% CAGR
Correlation to U.S. Markets: 0.91
S&P 500 Performance: 6.76% CAGR
Back test timeframe: August 2000 – November 2022
Number of ETFs available in this asset class: 21
Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2022

IJT vs SPY: August 2000 – November 2022

IJT vs VFINX (S&P 500): July 28, 2000 – December 2, 2022

Continue reading “4 Best U.S. Small Cap Growth ETFs to Own Long-Term 1.6”

December 1, 2022

4 Best Energy Sector ETFs to Own Long-Term 1.6

Asset Class: Energy Sector
Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)
Correlation to U.S. Stock Market: 0.63
Long-Term Performance: 8.50% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – November 2022
Number of ETFs available in this asset class: 26
Number of ETFs in this asset class that are 10-years old or older: 17

XLE vs SPY: January 1999 – November 2022

XLE vs SPY: December 22, 1998 – December 1, 2022

Continue reading “4 Best Energy Sector ETFs to Own Long-Term 1.6”

November 20, 2022January 8, 2023

4 Best U.S. Large Cap Value ETFs to Own Long-Term 1.6

Asset Class: U.S. Large Cap Value
Long-Term Performance: 11.13% CAGR
Correlation to U.S. Markets: 0.95
U.S. Large Cap Blend Performance: 10.27% CAGR
Back test timeframe: January 1972 – October 2022
Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)
Long-Term Performance: 8.20% CAGR
Correlation to U.S. Markets: 0.93
S&P 500 Performance: 7.59% CAGR
Back test timeframe: February 1998 – October 2022
Number of ETFs available in this asset class: 120
Number of ETFs in this asset class that are 10-years old or older: 37

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2022

DIA vs SPY: February 1998 – October 2022

DIA vs SPY: January 20, 1998 – November 19, 2022

Continue reading “4 Best U.S. Large Cap Value ETFs to Own Long-Term 1.6”

October 16, 2022February 12, 2023

4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6

Asset Class: U.S. Small Cap Value
Long-Term Performance: 13.33% CAGR
Correlation to U.S. Markets: 0.89
U.S. Large Cap Blend Performance: 10.12% CAGR
Back test timeframe: January 1972 – September 2022
Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)
Long-Term Performance: 8.95% CAGR
Correlation to U.S. Markets: 0.87
S&P 500 Performance: 6.18% CAGR
Back test timeframe: August 2000 – September 2022
Number of ETFs available in this asset class: 26
Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2022

IJS vs SPY: August 2000 – September 2022

IJS vs SPY: July 28, 2000 – October 15, 2022

Continue reading “4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6”

September 24, 2022January 29, 2023

4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6

Asset Category: U.S. Long Government Bonds
Long-Term Performance: 7.58% CAGR
Correlation to U.S. markets: 0.04
S&P 500 Performance (US Large Cap Blend): 11.48% CAGR
Back test timeframe: January 1978 – August 2022
Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)
Long-Term Performance: 4.98% CAGR
Correlation to U.S. markets: -0.24
S&P 500 Performance: 9.66% CAGR
Back test timeframe: August 2002 – August 2022
Number of ETFs available in this asset class: 18
Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2022

TLT vs SPY: August 2002 – August 2022

TLT vs SPY: July 26, 2002 – September 24, 2022

Continue reading “4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6”

September 11, 2022January 8, 2023

4 Best Real Estate Sector ETFs to Own Long-Term 1.6

Asset Class: Real Estate Sector
Long-Term Performance: 8.95% CAGR
Correlation to U.S. Markets: 0.61
U.S. Large Cap Blend Performance: 9.76% CAGR
Back test timeframe: January 1994 – August 2022
Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)
Long-Term Performance: 8.87% CAGR
Correlation to U.S. Markets: 0.69
S&P 500 Performance: 6.57% CAGR
Back test timeframe: July 2000 – August 2022
Number of ETFs available in this asset class: 37
Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2022

IYR vs SPY: July 2000 – August 2022

IYR vs SPY: June 19, 2000 – September 9, 2022

Continue reading “4 Best Real Estate Sector ETFs to Own Long-Term 1.6”

July 10, 2022April 15, 2023

4 Best Health Sector ETFs to Own Long-Term 1.6

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: 8.57% CAGR
S&P 500 Performance: 6.79% CAGR
Back test timeframe: January 1999 – June 2022
Number of ETFs available in this asset class: 52
Number of ETFs in this asset class that are 10-years old or older: 21

XLV vs SPY: January 1999 – June 2022

XLV vs SPY: December 22, 1998 – July 8, 2022

Continue reading “4 Best Health Sector ETFs to Own Long-Term 1.6”

June 25, 2022December 31, 2022

4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5

Asset Category: U.S. Mid Cap Growth
Long-Term Performance: 10.26% CAGR
Correlation to U.S. Markets: 0.95
S&P 500 Performance (US Large Cap Blend): 10.48% CAGR
Back test timeframe: January 1972 – May 2022
Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
Long-Term Performance: 7.79% CAGR
Correlation to U.S. Markets: 0.94
S&P 500 Performance: 6.94% CAGR
Back test timeframe: August 2000 – May 2022
Number of ETFs available in this asset class: 35
Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – May 2022

IJK vs SPY: August 2000 – May 2022

IJK vs SPY: July 28, 2000 – June 24, 2022

Continue reading “4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5”

June 7, 2022

4 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.5

Asset Class: Consumer Discretionary Sector
Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
Correlation to U.S. Markets: 0.88
Long-Term Performance: 9.15% CAGR
S&P 500 Performance: 7.12% CAGR
Back test timeframe: January 1999 – May 2022
Number of ETFs available in this asset class: 37
Number of ETFs in this asset class that are 10-years old or older: 16

XLY vs SPY: January 1999 – May 2022

XLY vs SPY: December 22, 1998 – June 7, 2022

Continue reading “4 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.5”

May 15, 2022

4 Best Technology Sector ETFs to Own Long-Term 1.5

Asset Class: Technology Sector
Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)
Correlation to U.S. Markets: 0.85
Long-Term Performance: 7.70% CAGR
S&P 500 Performance: 7.22% CAGR
Back test timeframe: January 1999 – April 2022
Number of ETFs available in this asset class: 113
Number of ETFs in this asset class that are 10-years old or older: 25

XLK vs SPY: January 1999 – April 2022

XLK vs SPY: December 22, 1998 – May 13, 2022

Continue reading “4 Best Technology Sector ETFs to Own Long-Term 1.5”

May 8, 2022January 15, 2023

4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2

Asset Class: International ex-U.S. Small Cap Market
Long-Term Performance: 6.77% CAGR
Correlation to U.S. Markets: 0.74
U.S. Large Cap Blend Performance: 10.33% CAGR
Back test timeframe: January 1995 – April 2022
Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
Long-Term Performance: 4.73% CAGR
Correlation to U.S. Markets: 0.86
S&P 500 Performance: 9.83% CAGR
Back test timeframe: July 2006 – April 2022
Number of ETFs available in this asset class: 21
Number of ETFs in this asset class that are 10-years old or older: 8

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2022

DLS vs SPY: July 2006 – April 2022

DLS vs SPY: June 16, 2006 – May 6, 2022

Continue reading “4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2”

May 1, 2022January 15, 2023

4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2

Asset Class: International Developed ex-U.S. Market
Long-Term Performance: 6.85% CAGR
Correlation to U.S. Markets: 0.71
U.S. Large Cap Blend Performance: 10.89% CAGR
Back test timeframe: January 1986 – April 2022
Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
Long-Term Performance: 5.13% CAGR
Correlation to U.S. Markets: 0.88
S&P 500 Performance: 8.46% CAGR
Back test timeframe: September 2001 – April 2022
Number of ETFs available in this asset class: 146
Number of ETFs in this asset class that are 10-years old or older: 28

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2022

EFA vs SPY: September 2001 – April 2022

EFA vs SPY: August 17, 2001 – April 29, 2022

Continue reading “4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2”

April 24, 2022

4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5

Asset Category: U.S. Mid Cap Value
Correlation to US Markets: 0.91
Long-Term Performance: 12.98% CAGR
S&P 500 Performance (US Large Cap Blend): 10.72% CAGR
Back test timeframe: January 1972 – March 2022
Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)
Correlation to US Markets: 0.91
Long-Term Performance: 10.60% CAGR
S&P 500 Performance: 7.44% CAGR
Back test timeframe: August 2000 – March 2022
Number of ETFs available in this asset class: 39
Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2022

IJJ vs SPY: August 2000 – March 2022

IJJ vs SPY: July 28, 2000 – April 22, 2022

Continue reading “4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5”

April 16, 2022

The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5

The iShares MSCI Pacific ex Japan ETF (EPP) has a 20-year record of good returns
EPP has a relatively low U.S. market correlation of 0.81
EPP has nearly the same long-term performance of an S&P 500 ETF since November 2001
EPP has outperformed an EAFE index ETF by 3.42% CAGR since inception
EPP has outperformed a typical Asia/Pacific ETF by 1.91% CAGR since 2005
EPP has a current dividend yield of 4.44%

EPP vs SPY: November 2001 – March 2022

EPP vs SPY: October 26, 2001 – April 14, 2022

Continue reading “The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5”

April 10, 2022July 11, 2022

4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5

Asset Class: Trading – Leveraged Equity
Oldest ETF back tested: ProShares Ultra QQQ (QLD)
Long-Term Performance: 25.58% CAGR
S&P 500 Performance: 10.53% CAGR
Correlation to US Stock Market: 0.92
Back test timeframe: July 2006 – March 2022
Number of ETFs available in this asset class: 102
Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 28

WARNING! Leveraged ETFs are high risk complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 12 of the 28 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not long-term investment vehicles. Buyer beware!

QLD vs SPY: July 2006 – March 2022

QLD vs SPY: June 21, 2006 – April 8, 2021

Continue reading “4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5”

March 21, 2022January 15, 2023

4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1

Asset Class: International Small Cap Value
Long-Term Performance: 5.47% CAGR
Correlation to U.S. Markets: 0.79
U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR
Back test timeframe: January 1995 – February 2022
Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
Correlation to U.S. Stock Market: 0.86
Long-Term Performance: 5.23% CAGR
S&P 500 Performance: 10.33% CAGR
Back test timeframe: July 2006 – February 2022
Number of ETFs available in this asset class: 10
Number of ETFs in this asset class that are 10-years old or older: 4

International Ex-U.S Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2022

DLS vs SPY: July 2006 – February 2022

DLS vs SPY: June 16, 2006 – March 21, 2022

Continue reading “4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1”

March 2, 2022

4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5

Asset Class: Diversified Emerging Markets
Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)
Correlation to U.S. Stock Market: 0.76
Long-Term Performance: 9.58% CAGR
S&P 500 Performance: 10.75% CAGR
Back test timeframe: May 2003 – February 2022
Number of ETFs available in this asset class: 81
Number of ETFs in this asset class that are 10-years old or older: 23

EEM vs SPY: May 2003 – February 2022

EEM vs SPY: April 11, 2003 – March 2, 2022

Continue reading “4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5”

February 13, 2022February 13, 2022

The Sweden ETF: 25 Years of Good Returns (EWD) 1.5

The iShares MSCI Sweden ETF (EWD) has a 25-year record of good returns
EWD has a relatively low U.S. market correlation of 0.78
EWD has a CAGR of 8.75% since inception (March 12, 1996)
EWD has a 12-month trailing dividend yield of 5.99%

EWD vs SPY (U.S. Markets): May 1996 – January 2022

Continue reading “The Sweden ETF: 25 Years of Good Returns (EWD) 1.5”

January 23, 2022

A Comparison of the 7 Physical Gold ETFs 1.5

Gold can be an excellent component of a diversified portfolio due to its low correlation to other asset classes
Gold has maintained its value against the backdrop of inflation, though it does move in synch with decreases or increases in the rate of inflation
Physical gold ETFs have made incorporating gold into an investment portfolio much easier, cheaper and potentially more profitable
There are 87 commodities focused currently available in the U.S.
Many of these ETFs are linked to the price of gold, but there are only 7 ETFs directly tied to the spot price of physical gold
This article will focus on those 7 Physical Gold ETFs

The reason that I and many other investors invest in gold is that it has near zero correlation to other major asset classes.

Gold ETF correlation to other Assets:

Continue reading “A Comparison of the 7 Physical Gold ETFs 1.5”

January 15, 2022

The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5

Asset Class: Natural Resources Sector
Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
Correlation to U.S. Stock Market: 0.81
Long-Term Performance: 8.77% CAGR
S&P 500 Performance: 7.98% CAGR
Back test timeframe: January 1999 – December 2021
Number of ETFs available in this asset class: 38
Number of ETFs in this asset class that are 10-years old or older: 25

XLB vs SPY: January 1999 – December 2021

XLB vs SPY: December 22, 1998 – January 14, 2022

Continue reading “The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5”

January 9, 2022January 12, 2022

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5

Asset Class: U.S. Large Cap Growth
Long-Term Performance: 11.05% CAGR
Correlation to U.S. Markets: 0.96
U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR
Back test timeframe: January 1972 – December 2021
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Long-Term Performance: 10.01% CAGR
Correlation to U.S. Markets: 0.85
S&P 500 Performance: 7.87% CAGR
Back test timeframe: April 1999 – December 2021
Number of ETFs available in this asset class: 100
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

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5”

January 2, 2022

Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.