Tag: EQWL

• 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”

• 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”