Tag: CZA

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

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

The U.S. Mid Cap Blend asset class has been one of the most profitable equity asset classes for over 46 years, outperforming the S&P 500 by 1.62% CAGR.
The oldest available Mid Cap Blend ETF has outperformed an S&P 500 index fund by 1.72% CAGR over the last 23 years
There are currently 41 ETFs available in the Mid Cap Blend Morningstar category. Sixteen of these ETFs have been available for 10 years or longer
Nine of these older ETFs have outperformed an S&P 500 index fund since their inception dates
Most ETFs in this asset class offer massive diversification in size of companies, broad sector exposure, and include both value & growth stocks
The middle of the stock market might just be the best place to invest

U.S. Mid Cap Blend vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2018

Possibly the best performing broadly diversified equity asset class in the world…
U.S. Mid Cap Blend stocks have outperformed the S&P 500 by 1.75% CAGR (compounded annual growth rate) over the last 46 years
The oldest U.S. Mid Cap Blend ETF has outperformed the S&P 500 BY 2.03% CAGR over the last 22 years
Most ETFs in this asset class offer massive diversification in size of companies, sector exposure and value & growth
The middle of the market is where the action is

Large Cap Blend vs Mid Cap Blend vs Small Cap Blend: 1972 thru 2018