Finding Value in ETF's Worth Owning for the Long Haul
Content written by The Deep Value ETF Accumulator, aka Micah McDonald.
EWY vs SPY: June 2000 – September 2020
EWY vs SPY: May 12, 2000 – October 9, 2000
Continue reading “The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4”
XLP vs SPY: January 1999 – September 2020
XLP vs SPY: December 22, 1999 – October 9, 2020
Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.4”
U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – September 2020
DIA vs SPY: February 1998 – September 2020
DIA vs SPY: January 20, 1998 – October 2, 2020
Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4”
U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500)
IJS vs SPY: August 2000 – September 2020
IJS vs SPY: July 28, 2000 – September 30, 2020
Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4”
U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2020
TLT vs SPY: August 2002 – August 2020
TLT vs SPY: July 26, 2002 – September 18, 2020
Continue reading “4 Best Long-Term Performance U.S. Long Term Government ETFs 1.4”
REITs vs U.S. Large Cap Blend: January 1994 – August 2020
IYR vs SPY: July 2000 – August 2020
IYR vs SPY: June 19, 2000 – September 9, 2020
Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.4”
International Developed ex-US Markets vs US Large Cap Blend: January 1986 – August 2020
Continue reading “4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4”
Foreign ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – July 2020
Continue reading “4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.4”
XLV vs SPY: January 1999 – July 2020
XLV vs SPY: December 22, 1998 – August 7, 2020
Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.4”
PGJ vs SPY: January 2005 – July 2020
PGJ vs SPY: December 9, 2004 – July 31, 2020
Continue reading “4 Best Long Term Performance China Region ETFs 1.4”
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2020
Continue reading “4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3”
XLY vs SPY: January 1999 – June 2020
XLY vs SPY: December 22, 1998 – July 2, 2020
Continue reading “4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.3”
XLK vs SPY: January 1999 – June 2020
XLK vs SPY: December 22, 1998 – June 30, 2020
Continue reading “4 Best Long-Term Performance Technology Sector ETFs 1.3”
U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – April 2020
IJJ vs SPY: August 2000 – April 2020
IJJ vs SPY: July 28, 2000 – May 22, 2020
Continue reading “4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.3”
EPP vs SPY: November 2001 – April 2020
EPP vs SPY: October 26, 2001 – May 15, 2020
Continue reading “The Asia / Pacific ETF With A Long History Of Excellent Returns (EPP) 1.3”
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 9 of the 26 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 – April 2020
Continue reading “4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3”
International Ex-U.S. Small Cap vs S&P 500: June 1995 – April 2020
The Deep Value ETF Accumulator rankings for the 3 oldest Foreign Small / Mid Value ETFs:
Continue reading “3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3”
Well, we’re calling it quits on the iShares MSCI South Africa ETF (EZA). Why? The risk/reward ratio no longer looks beneficial to us. When we make a decision to invest in an ETF, we don’t go in blindly. We perform our due diligence and if the risk looks worthy of the undertaking, we put the ETF on the list of ETFs we allow ourselves to buy. Once an ETF is put on our list and we have purchased shares of it, we intend to hold that ETF long-term, potentially until death do we part. But, we also know that the investing world is ever changing, so we must evolve with it.
Continue reading “Our Exit Strategy For The South Africa ETF (EZA)”
EEM vs SPY: May 2003 – March 2020
Continue reading “4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.3”
EWD vs SPY: May 1996 – March 2020
EWD vs SPY: May 1996 – March 2020
Continue reading “The Sweden ETF: 24 Years of Good Returns (EWD) 1.3”
XLB vs SPY: January 1999 – January 2020
Continue reading “4 Best Long-Term Performance Natural Resources Sector ETFs 1.3”
FIW vs SPY: May 11, 2007 – February 7, 2020
Continue reading “4 Best Long-Term Performance Miscellaneous Sector ETFs 1.3”
US Large Cap Growth vs US Large Cap Blend: January 1972 – January 2020
Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3”
U.S. Large Cap Blend CAGR = 10.39%: January 1972 – December 2019
SPY CAGR = 9.73%: February 1993 – December 2019
Continue reading “4 Best Long-Term Performance U.S. Large Cap Blend ETFs 1.3”
Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.3”
Today we made the decision to remove the iShares MSCI Thailand ETF (THD) from the list of ETFs we are accumulating. This is a fine single country emerging markets ETF, but it no longer meets our criteria for our portfolio. Last year I added this ETF to the Deep Value ETF Accumulator daily buy list based on this article that I wrote: Is the Thailand ETF Worth the Risk? (THD) 1.1 I can no longer stand by the thoughts I put forth in this article and have decided to no longer invest in THD. We will be closing our positions in THD in the near future and diverting those funds to the some of the other 31 ETFs that we continue to invest in. Here’s a current chart of THD which may shed some light on why we originally wanted to invest in this ETF and why we are dropping this fund from our portfolio.
Disclosure: We currently own shares of THD and we intend to sell these shares 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.
US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019
Continue reading “4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3”
“What gets measured, gets improved.”
Welcome to my 6th installment of my semi-annual performance reports. 2019 was an amazingly profitable year to be invested in the stock market, especially coming off the heels of that horrible last quarter of 2018. Most markets are hitting new all-time-highs and so are most investor’s portfolios. Look at how 9 major asset classes performed in 2019; even emerging markets performed well.
Source: https://novelinvestor.com/asset-class-returns/
Continue reading “2019 Annual Performance Report – The Deep Value ETF Accumulator”
he U.S. Small Cap Blend asset class has outperformed the U.S. Large Cap Blend asset class by 1.35% CAGR over the last 47 yearsU.S. Small Cap Blend vs U.S. Large Cap Blend: June 2000 – November 2019
Continue reading “4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3”
XLI vs S&P 500 index fund: January 1999 – October 2019
Continue reading “4 Best Long-Term Performance Industrials Sector ETFs 1.3”
XLU vs S&P 500 index fund: January 1999 – October 2019
Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.3”
U.S. Small Cap Growth vs U.S. Large Cap Blend (aka the S&P 500)
Continue reading “4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.3”
The oldest Consumer Staples Sector ETF has outperformed an S&P 500 index fund by 0.13% CAGR, while being less volatile and having a low correlation to the US equity marketsXLP vs S&P 500 Index Fund: January 1999 – September 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.3”
EWY vs S&P 500 Index Fund: June 2000 – September 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “Looking Back at the 19-Year Performance of the South Korea ETF (EWY) 1.3”
The U.S. Large Cap Value asset class has outperformed U.S. Large Cap Blend by 0.96% CAGR over the last 47 yearsU.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019
Source: https://www.portfoliovisualizer.com/ Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.3”
EWZ vs S&P 500 index fund: August 2000 – September 2019
Source: https://www.portfoliovisualizer.com/ Continue reading “Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3”
The U.S. Small Cap Value asset class has outperformed U.S. Large Cap Blend (S&P 500) by 3.58% CAGR over the last 47 yearsU.S. Small Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.3”
XLE vs S&P 500 Index Fund: January 1999 – August 2019
Source: https://www.portfoliovisualizer.com/
XLE vs SPY: December 22, 1998 – September 20, 2019
Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.3”
REITs vs US Large Cap Blend (aka S&P 500): January 1994 – August 2019
Source: https://www.portfoliovisualizer.com/
The oldest Real Estate ETF is the iShares U.S. Real Estate ETF (IYR). Its’ inception date was June 12, 2000. Since inception, this ETF has outperformed an S&P 500 index fund by 4.13% CAGR with a relatively low correlation to US Markets of 0.65.
IYR vs S&P 500 Index fund: July 2000 – August 2019
IYR vs SPY: June 19, 2000 – September 13, 2019
Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.3”
EWW vs S&P 500 Index Fund: May 1996 – August 2019
Source: https://www.portfoliovisualizer.com/
EWW vs SPY: March 18, 1996 – September 13, 2019
Source: https://www.koyfin.com/home Continue reading “Is the Mexico ETF Worth the Risk? (EWW) 1.3”
Is the Health Sector a good place to invest?
The Health Care Select Sector SPDR® Fund (XLV) is the oldest and largest Health Sector ETF available. Its’ inception date was on December 16, 1998.
XLV vs S&P 500 index fund: January 1999 – August 2019
Source: https://www.portfoliovisualizer.com/
XLV vs SPY: December 22, 1998 – September 6, 2019
Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.3”
I normally pick the oldest ETF in a category to show how that category has performed over a long period of time. This time I have chosen the second oldest China ETF, the Invesco Golden Dragon China ETF (PGJ), to display long term performance. The reasoning behind this is that PGJ is only 2 months younger that the iShares China Large-Cap ETF (FXI), and PGJ has superior long term performance to FXI.
Is China still worth the investment risk?
PGJ vs S&P 500 index fund: January 2005 – August 2019
Source: https://www.portfoliovisualizer.com/
PGJ vs SPY: December 9, 2004 – August 30, 2019
Source: https://www.koyfin.com/home
Continue reading “4 Best Long Term Performance China Equity ETFs 1.3”
U.S. Mid Cap Growth vs U.S. Large Cap Blend (S&P 500): January 1972 – August 2019
Source: https://www.portfoliovisualizer.com/
The oldest available U.S. Mid Cap Growth ETF is the iShares S&P Mid-Cap 400 Growth ETF (IJK). It’s inception date was July 24, 2000. Since inception, IJK has outperformed an S&P 500 index fund by 1.76% CAGR.
IJK vs S&P 500 index fund: August 2000 – July 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.2”
The oldest available Consumer Discretionary sector ETF is the Consumer Discretionary Select Sector SPDR® Fund (XLY). Its’ inception date was 12/16/1998.
XLY vs S&P500 index fund: January 1999 – June 2019
My name is Micah McDonald and I run the Deep Value ETF Accumulator blog. I retired from a 22-year Air Force career in 2008, worked the Alaska North Slope oilfields from 2008-2017 and now work as an electronics technician in remote locations in Alaska. I’m married to Gina and we have 7 kids and many grandchildren. You might consider me semi-retired now because I only work about 7 months a year. I plan to work under 6 months a year in about 3 years from now when we will be empty nesters.
Mr. SR (MSR): I’m very interested in the premise of your site, Deep Value ETF Accumulator. I’m a big fan of the low expense aspect of ETFs and my wife and I use them in our IRAs and Roth IRAs. Can you explain what “deep value” means?
Micah McDonald (MM): To me, Deep Value means an asset (or ETF) that has historically performed well has fallen out-of-favor in the eyes of the market. There is no specific valuation that I focus on.
I have found 32 ETFs that have good long-term performance that I want to own. I use Morningstar portfolios to rank them by how much they have fallen from their 52-week high price. I accumulate shares once a week, so I buy an ETF that is near the top of the list or fallen furthest from it’s 52-week high price. The further an ETF has fallen in price, the deeper the value. Continue reading “The Deep Value ETF Accumulator Interview with Mr. SR from the Semi-Retire Plan Website”
XLK vs S&P 500 index fund: January 1999 – June 2019
Source: https://www.portfoliovisualizer.com/
XLK vs SPY: December 22, 1998 – July 21, 2019
Source: https://www.koyfin.com/home
Source: https://www.morningstar.com/
Continue reading “Best Long-Term Performance Technology ETFs 1.2”
Source: https://www.portfoliovisualizer.com/ Continue reading “Best Long-Term Performance U.S. Mid Cap Value ETFs 1.2”
The iShares MSCI Pacific ex Japan ETF (EPP) seeks to track the investment results of an index composed of Pacific region developed market equities, excluding Japan.
Why EPP?
1. Exposure to companies in Australia, Hong Kong, New Zealand, and Singapore
2. Targeted access to a specific subset of Asia Pacific stocks
3. Use to diversify internationally and express a regional view
4. Excellent long-term returns
EPP vs S&P 500 index fund:
Source: https://www.portfoliovisualizer.com/
Continue reading “The Asia / Pacific ETF With A Long History Of Excellent Returns (EPP) 1.2”
Welcome to my 5th installment of semi-annual reports. The first half of this year has been an amazing follow-up to the last quarter of 2018. Most markets are hitting all-time-highs and so are most investor’s portfolios. Check out what Mr. Charlie Bilello posted on Twitter just a few days ago. Now that’s a banner half year report.
“What gets measured, gets managed” So, why do we measure performance? Most investors want to get a good return on their investments, so there needs to be a benchmark and a measurement to know if they are getting a good return. I will take that one step further and say that most portfolio managers are looking to produce portfolios with good risk-adjusted performance. For example, a portfolio consisting of 60%/40% equities and fixed income should be compared to a similar portfolio, not a portfolio of 100% growth stocks. I have 3 main reasons that I track performance. 1. I run a blog dedicated to ETF investing and I expect that some people who read it want to know how well or poorly my strategy works. 2. I personally want to know if my strategy is worth continuing to pursue. 3. My wife wants to know if the time and effort I spend playing with my blog and researching investments is a good use of my time.
Continue reading “2019 H1 Semi-Annual Performance Report – The Deep Value ETF Accumulator”
WARNING! Leveraged ETFs comprise a high degree of financial risk. Please consult a professional investment advisor before investing in any leveraged exchange traded product.
The Deep Value ETF Accumulator Rankings for Trading – Leveraged Equity ETFs:
Source: https://www.morningstar.com/
Continue reading “Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.2”