Category: Blog

Content written by The Deep Value ETF Accumulator, aka Micah McDonald.

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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”

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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.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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Top 5 Losers 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. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)

  1. CQQQ – CHINA REGION EQUITIES -23.88%
  2. EWY – SOUTH KOREA EQUITIES -7.59%
  3. ENZL – NEW ZEALAND EQUITIES -6.01%
  4. EDV – U.S. LONG DURATION TREASURIES -4.41%
  5.  GLDM – GOLD -3.98%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

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5 Best Long-Term Performance Convertible Securities ETFs & CEFs 1.5

  • Asset Class: Convertible Securities

  • Oldest CEF back tested: Bancroft Fund Ltd. (BCV)

  • Correlation to U.S. Stock Market: 0.67

  • Long-Term Performance: 10.15% CAGR

  • S&P 500 Performance: 11.24% CAGR

  • Back test timeframe: December 1988 – December 2021

  • Number of ETFs & CEFs available in this asset class: 13

  • Number of ETFs & CEFs in this asset class that are 5-years old or older: 12

BCV vs S&P 500: December 1988 – December 2021

BCV vs S&P 500: September 2, 1976 – December 31, 2021

Continue reading “5 Best Long-Term Performance Convertible Securities ETFs & CEFs 1.5”

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4 Best Long-Term Performance International Large Cap Value ETFs 1.5

  • Asset Class: International ex-U.S. Value Equities

  • Long-Term Performance: 5.36% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance: 10.89% CAGR

  • Back test timeframe: January 1995 – November 2021

  • Oldest ETF back tested: iShares MSCI EAFE Value ETF (EFV)

  • Long-Term Performance: 3.11% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 10.58% CAGR

  • Back test timeframe: September 2005 – November 2021

  • Number of ETFs available in this asset class: 42

  • Number of ETFs in this asset class that are 10-years old or older: 10

International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2021

EFV vs SPY: September 2005 – November 2021

EFV vs SPY: August 5, 2005 – December 14, 2021

Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.5”

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4 Best Long-Term Performance Industrials Sector ETFs 1.5

  • 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: 8.49% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 16

XLI vs SPY: January 1999 – October 2021

XLI vs SPY: December 22, 1998 – November 19, 2021

Continue reading “4 Best Long-Term Performance Industrials Sector ETFs 1.5”

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4 Best Long-Term Performance Utilities Sector ETFs 1.5

  • Asset Class: Utilities Sector

  • Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)

  • Correlation to U.S. Stock Market: 0.40

  • Long-Term Performance: 7.24% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 13

  • Number of ETFs in this asset class that are 10-years old or older: 8

XLU vs SPY: January 1999 – October 2021

XLU vs SPY: December 22, 1998 – November 12, 2021

Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.5”

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

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 10.49% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 10.30% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.65% CAGR

  • Back test timeframe: August 2000 – October 2021

  • Number of ETFs available in this asset class: 23

  • 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

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

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

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.39% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.89% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.64% CAGR

  • Back test timeframe: February 1998 – October 2021

  • Number of ETFs available in this asset class: 117

  • Number of ETFs in this asset class that are 10-years old or older: 34

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

DIA vs SPY: February 1998 – October 2021

DIA vs SPY: January 20, 1998 – October 29, 2021

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

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4 Best Long-Term Performance Energy Sector ETFs 1.5

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.65

  • Long-Term Performance: 6.54% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 24

  • Number of ETFs in this asset class that are 10-years old or older: 15

XLE vs SPY: January 1999 – October 2021

XLE vs SPY: December 22, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.5”

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4 Best Long-Term Performance Financials Sector ETFs 1.5

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 5.39% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • 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 – October 2021

XLF vs SPY: December 22, 1998 – October 29, 2021

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4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5

  • Asset Class: Consumer Staples Sector (aka Consumer Defensive Sector)

  • Oldest ETF back tested: The Consumer Staples Select Sector SPDR® Fund (XLP)

  • Correlation to U.S. Stock Market: 0.59

  • Long-Term Performance: 6.58% CAGR

  • S&P 500 Performance: 7.58% CAGR

  • Back test timeframe: January 1999 – September 2021

  • Number of ETFs available in this asset class: 13

  • Number of ETFs in this asset class that are 10-years old or older: 9

XLP vs SPY: January 1999 – September 2021

XLP vs SPY: December 22, 1999 – October 15, 20201

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The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.5

  • The iShares MSCI South Korea ETF (EWY) has a 21-year history of good returns

  • EWY has a relatively low U.S. market correlation of 0.73

  • EWY has outperformed an S&P 500 ETF by 0.79% CAGR since June 2000

  • EWY has a current 12-month trailing dividend yield of 0.78%

EWY vs SPY: June 2000 – September 2021

EWY vs SPY: May 12, 2000 – October 8, 2021

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • 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 2021

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4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.40% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 12.07% CAGR

  • Back test timeframe: January 1978 – August 2021

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 6.74% CAGR

  • Correlation to U.S. markets: -0.32

  • S&P 500 Performance: 10.88% CAGR

  • Back test timeframe: August 2002 – August 2021

  • Number of ETFs available in this asset class: 12

  • 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 2021

TLT vs SPY: August 2002 – August 2021

TLT vs SPY: July 26, 2002 – September 3, 2021

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4 Best Long-Term Performance Real Estate Sector ETFs 1.5

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 9.80% CAGR

  • Correlation to U.S. Markets: 0.60

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1994 – August 2021

  • Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)

  • Long-Term Performance: 9.94% CAGR

  • Correlation to U.S. Markets: 0.67

  • S&P 500 Performance: 7.49% CAGR

  • Back test timeframe: July 2000 – August 2021

  • Number of ETFs available in this asset class: 30

  • 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 2021

IYR vs SPY: July 2000 – August 2021

IYR vs SPY: June 19, 2000 – September 3, 2021

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4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1

  • Asset Category (similar): International Developed ex-US Market

  • Long-Term Performance: 7.39% CAGR

  • Correlation to U.S. markets: 0.71

  • S&P 500 Performance (US Large Cap Blend): 11.28% CAGR

  • Back test timeframe: January 1986 – August 2021

  • Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)

  • Long-Term Performance: 6.71% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 10.67% CAGR

  • Back test timeframe: September 2005 – August 2021

  • Number of ETFs available in this asset class: 19

  • Number of ETFs in this asset class that are 10-years old or older: 5

International Developed ex-US Market vs US Large Cap Blend: January 1986 – August 2021

EFG vs SPY: September 2005 – August 2021

EFG vs SPY: August 5, 2005 – September 1, 2021

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4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.5

  • Asset Category: International ex-U.S. Small Cap

  • Long-Term Performance: 7.59% CAGR

  • Correlation to U.S. markets: 0.73

  • S&P 500 Performance (US Large Cap Blend): 10.79% CAGR

  • Back test timeframe: January 1995– June 2021

  • Oldest ETF back tested: SPDR® S&P® International Small Cap ETF (GWX)

  • Correlation to U.S. Markets: 0.87

  • Long-Term Performance: 4.29% CAGR

  • S&P 500 Performance: 8.34% CAGR

  • Back test timeframe: May 2007 – June 2021

  • Number of ETFs available in this asset class: 6

  • Number of ETFs in this asset class that are 10-years old or older: 4

International ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – June 2021

GWX vs SPY: May 2007 – June 2021

GWX vs SPY: April 26, 2007 – July 12, 2021

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4 Best Long-Term Performance Health Sector ETFs 1.5

  • 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: 8.81% CAGR

  • S&P 500 Performance: 7.64% CAGR

  • Back test timeframe: January 1999 – June 2021

  • Number of ETFs available in this asset class: 45

  • Number of ETFs in this asset class that are 10-years old or older: 18

XLV vs SPY: January 1999 – June 2021

XLV vs SPY: December 22, 1998 – July 2, 2021

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4 Best Long Term Performance China Region Equity ETFs 1.5

  • Asset Class: China Region Equities

  • Oldest ETF back tested: PGJ

  • Correlation to U.S. Market: 0.69

  • Long-Term Performance: 10.27% CAGR

  • S&P 500 Performance: 10.12% CAGR

  • Back test timeframe: January 2005 – June 2021

  • Number of ETFs available in this asset class: 48

  • Number of ETFs in this asset class that are 10-years old or older: 18

PGJ vs SPY: January 2005 – June 2021

PGJ vs SPY: December 9, 2004 – July 2, 2021

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4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.4

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.82% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – May 2021

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 8.78% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.31% CAGR

  • Back test timeframe: August 2000 – May 2021

  • Number of ETFs available in this asset class: 34

  • 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 – April 2020

IJK vs SPY: August 2000 – May 2021

IJK vs SPY: July 28, 2000 – May 28, 2021

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The New Germany Fund (GF), A 28-Year History Of Good Returns 1.4

  • The New Germany Fund, Inc. (GF) has a 28-year record of good returns

  • GF correlation to U.S. Stock Market: 0.78

  • GF has outperformed an S&P 500 ETF by 0.66% CAGR since February 1993

  • GF has a current dividend yield of 4.74%

  • GF has a current discount to NAV of -13.72%

  • Fund Structure: CEF (Closed End Fund)

GF vs SPY: February 1993 – April 2021

GF vs SPY: January 29, 1993 – May 14, 2021

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4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.4

  • 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: 10.30% CAGR

  • S&P 500 Performance: 7.56% CAGR

  • Back test timeframe: January 1999 – April 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 14

XLY vs SPY: January 1999 – April 2021

XLY vs SPY: December 22, 1998 – May 7, 2021

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4 Best Long-Term Performance Technology Sector ETFs 1.4

  • 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: 7.97% CAGR

  • S&P 500 Performance: 7.56% CAGR

  • Back test timeframe: January 1999 – April 2021

  • Number of ETFs available in this asset class: 82

  • Number of ETFs in this asset class that are 10-years old or older: 21

XLK vs SPY: January 1999 – April 2021

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4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.4

  • 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): 10.62% CAGR

  • Back test timeframe: January 1972 – March 2021

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.66% CAGR

  • S&P 500 Performance: 7.07% CAGR

  • Back test timeframe: August 2000 – March 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2021

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The Asia / Pacific ETF With A 19-Year History Of Good Returns (EPP) 1.4

  • The iShares MSCI Pacific ex Japan ETF (EPP) has an 19-year record of good returns
  • EPP has a relatively low U.S. market correlation of 0.81
  • EPP has outperformed an S&P 500 ETF by 0.63% CAGR since November 2001
  • EPP has a current dividend yield of 2.18%

EPP vs SPY: November 2001 – March 2021

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4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.4

  • Asset Class: Trading – Leveraged Equity

  • Oldest ETF back tested: ProShares Ultra QQQ (QLD)

  • Long-Term Performance: 25.77% CAGR

  • S&P 500 Performance: 10.20% CAGR

  • Correlation to US Stock Market: 0.92

  • Back test timeframe: July 2006 – March 2021

  • Number of ETFs available in this asset class: 87

  • Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 29

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 29 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 investment vehicles. Buyer beware!

QLD vs SPY: July 2006 – March 2021

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3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.4

  • Asset Class: International Small Cap Value

  • Long-Term Performance: 12.62% 

  • US Large Cap Blend: 9.67% CAGR

  • Back test timeframe: 1928 – 2021

  • Number of ETFs available in this asset class: 8

  • Number of ETFs in this asset class that are 10-years old or older: 3

IFA Index Fund Advisors Asset Class Long Term Performance Chart (source):

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4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.4

  • Asset Class: Diversified Emerging Markets

  • Most Popular ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.79

  • Long-Term Performance: 10.89% CAGR

  • S&P 500 Performance: 10.32% CAGR

  • Back test timeframe: May 2003  – January 2021

  • Number of ETFs available in this asset class: 78

  • Number of ETFs in this asset class that are 10-years old or older: 14

EEM vs SPY: May 2003 – January 2021

EEM vs SPY: April 11, 2003 – February 5, 2021

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