Tag: DIA

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The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.02% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.43% CAGR

  • Back test timeframe: January 1972 – November 2023

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

  • Long-Term Performance: 8.33% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.02% CAGR

  • Back test timeframe: February 1998 – November 2023

  • Number of ETFs available in this asset class: 142

  • Number of ETFs in this asset class that are 10-years old or older: 44

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2023

DIA vs SPY: February 1998 – November 2023

DIA vs SPY: January 20, 1998 – December 1, 2023

Continue reading “The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7”

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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 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 U.S. Large Cap Value ETFs 1.4

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 10.89% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.34% CAGR

  • Back test timeframe: January 1972 – September 2020

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

  • Long-Term Performance: 8.02% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: February 1998 – September 2020

  • Number of ETFs available in this asset class: 102

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

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”

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4 Best Long-Term Performance U.S. Large Cap Value ETFs 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 years
  • The oldest Large Cap Value ETF has outperformed an S&P 500 index fund by 0.98% CAGR over the last 21 years
  • There are 96 ETFs available in the Large Cap Value category. This article focuses on the 24 that have been available for 10 years or longer

U.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”

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Best Long-Term Performance U.S. Large Cap Value ETFs 1.2

  • The U.S. Large Cap Value asset class has outperformed the U.S. Large Cap Blend asset class by 1.01% CAGR over the past 46 years
  • The oldest U.S. Large Cap Value ETF has outperformed an S&P 500 index fund by 1.03% CAGR over the past 20 years
  • There are currently 92 ETFs available in the Morningstar category Large Value. 23 of those ETFs are ten years old or older

The Large Cap Value asset class has a long history of superior returns when compared to the Large Cap Blend (or the S&P 500) asset class.

U.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance U.S. Large Cap Value ETFs 1.2”

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And the Best U.S. Large-Cap-Value ETF Award goes to… 1.1

There is sufficient information in the financial and academic communities that Large Cap Value funds tend to outperform Large Cap Blend funds over long periods of time. I could cite many reports, news articles and academic papers to show support for this claim. But, I’d rather just jump right into the data that is readily available to all of us with a few online tools. My favorite tool for this job is:  PortfolioVisualizer.com

Continue reading “And the Best U.S. Large-Cap-Value ETF Award goes to… 1.1”