Tag: EQWL

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5 Best U.S. Large Cap Value ETFs to Own Long Term 2.9

  1. SPGP – Invesco S&P 500 GARP ETF
  2. RDVY – First Trust Rising Dividend Achievers ETF
  3. EQWL – Invesco S&P 100 Equal Weight ETF
  4. EPS – WisdomTree U.S. LargeCap Fund
  5. DIA – SPDR® Dow Jones Industrial Average ETF Trust

SPGP vs RDVY vs EQWL vs EPS vs DIA: Koyfin back test

SPGP vs RDVY vs EQWL vs EPS vs DIA: Testfol.io back test

SPGP vs RDVY vs EQWL vs EPS vs DIA: Portfolio Visualizer fund info

43 Oldest U.S. Large Cap Value ETFs back tested in this research:

Morningstar data on the 43 oldest U.S. Large Cap Value ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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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”