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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3

  • Asset Class: US Large Cap Growth

  • Long-Term Performance: 10.26% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.37% CAGR

  • Back test timeframe: January 1972 – January 2020

  • Oldest ETF back tested: Invesco QQQ (QQQ)

  • Long-Term Performance: 7.79% CAGR

  • S&P 500 Performance: 6.45% CAGR

  • Back test timeframe: April 1999 – January 2020

  • Number of ETFs available in this asset class: 58

  • Number of ETFs in this asset class that are 10-years old or older: 17

US Large Cap Growth vs US Large Cap Blend: January 1972 – January 2020

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4 Best Long-Term Performance U.S. Large Cap Blend ETFs 1.3

  • Asset Class: U.S. Large Cap Blend

  • Long-Term Performance: 10.39% CAGR

  • Back test timeframe: January 1972 – December 31, 2019

  • Oldest ETF back tested: SPY

  • Long-Term Performance: 9.73% CAGR

  • S&P 500 Performance: 9.76% CAGR

  • Back test timeframe: February 1993 – December 2019

  • Number of ETFs available in this asset class: 154

  • Number of ETFs in this asset class that are 10-years old or older: 31

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”

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4 Best Long-Term Performance International Large Cap Value ETFs 1.3

  • Asset Class: International Large Cap Value

  • Long-Term Performance: 11.56% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.24% CAGR

  • Back test timeframe: April 1, 1957 – December 31, 2019

  • Oldest ETF back tested: ADRD**

  • Long-Term Performance: 5.64% CAGR

  • S&P 500 Performance: 9.64% CAGR

  • Back test timeframe: December 2002 – December 2019

  • Number of ETFs available in this asset class: 40

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

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Know What You Own! ETF Deathwatch for December 2019

The ETF Deathwatch list decreased in size in December. Eleven exchange-traded products (“ETPs”) were added to the list, and 21 funds were removed. Of the removals, 13 were removed due to increased health and eight were due to asset managers closing their funds. During December, the bull market of 2019 continued with a strong, positive trend in equities, so the decrease was to be expected.

Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-december-2019

Here is the Complete List of 481 ETFs and ETNs on ETF Deathwatch for December 2019: http://investwithanedge.com/etf-deathwatch-december-2019

 

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3 Top Dividend ETFs for 2020 (DON)

For those who don’t like making their own stock picks, dividend exchange-traded funds (ETFs) offer an easy way to get diversified exposure to top dividend-paying stocks. In particular, the following three dividend ETFs take slightly different approaches toward giving their shareholders the mix of dividend stocks they want and the income they need. With many investors seeking the defensive characteristics of dividend stocks, they’re particularly timely investments for 2020.

Read the full article at Motley Fool right here: https://www.fool.com/investing/2020/01/18/3-top-dividend-etfs-for-2020.aspx

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THD – The Thailand ETF Removed from the Deep Value ETF Accumulator Buy List

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.

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4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3

  • Asset Class: US Mid Cap Blend

  • Long-Term Performance: 11.97% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.39% CAGR

  • Back test timeframe: January 1972 – December 2019

  • Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)

  • Long-Term Performance: 10.87% CAGR

  • S&P 500 Performance: 9.40% CAGR

  • Back test timeframe: September 1995 – December 2019

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 13

US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019

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