Tag: FPX

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5 Best U.S. Mid Cap Growth ETFs to Own Long Term 2.8

  1. XMMO – Invesco S&P MidCap Momentum ETF
  2. ARKK – ARK Innovation ETF
  3. FPX – First Trust US Equity Opportunities ETF
  4. IMCG – iShares Morningstar Mid-Cap Growth ETF
  5. IWP – iShares Russell Mid-Cap Growth ETF

XMMO vs ARKK vs FPX vs IMCG vs IWP: Koyfin back test

XMMO vs ARKK vs FPX vs IMCG vs IWP: Testfol.io back test

XMMO vs ARKK vs FPX vs IMCG vs IWP: Portfolio Visualizer fund information

13 Oldest U.S. Mid Cap Growth ETFs back tested in this research: 

Morningstar data on 13 oldest U.S. Mid Cap Growth ETFs: 

Thank you for reading the Deep Value ETF Investor blog.

Micah

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5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7

XMMO vs FPX vs IMCG vs MDYG vs IJK

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.22% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.56% CAGR

  • Back test timeframe: January 1972 – April 2024

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 8.10% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.39% CAGR

  • Back test timeframe: August 2000 – April 2024

  • Number of ETFs available in this asset class: 36

  • Number of ETFs in this asset class that are 10-years old or older: 12

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2024

Continue reading “5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7”

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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 10.75% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1972 – December 2020

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 9.27% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.00% CAGR

  • Back test timeframe: April 1999 – December 2020

  • Number of ETFs available in this asset class: 62

  • Number of ETFs in this asset class that are 10-years old or older: 19

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4”

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FPX: A Diversified Approach To IPO Investing

Summary

  • FPX has benefited from strong momentum among high-growth IPO stocks in recent years.
  • While FPX has outperformed the broader market with an impressive 45% return in 2020, the fund has trailed the competitor ‘IPO ETF’ which is more concentrated on smaller companies.
  • We like the diversification of FPX which helps balance its risk and may ultimately prove to be the superior IPO investing strategy over the long-run.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4394968-fpx-diversified-approach-to-ipo-investing

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

The long-term performance of the U.S. Large Cap Growth asset class is on par with U.S. Large Cap Blend (aka S&P 500), ± 0.25% CAGR

The oldest U.S. Large Cap Growth ETF has outperformed an S&P 500 index fund by 1.00% CAGR over the last 20 years

There are currently 52 ETFs available in the Morningstar Large Cap Growth category. 15 of these funds have been available for 10 years or longer.

U.S. Large Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – February 2019

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

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Best Long-Term Performance U.S. Large Cap Growth ETFs 1.1

– The oldest and most popular U.S. Large Cap Growth ETF has outperformed an S&P 500 Index Fund by 0.96% CAGR (compounded annual growth rate) over the last 19 years
– There are currently 45 ETFs available in the U.S. Large Cap Blend Morningstar Category
– Of those 45 ETFs, 15 have been available for 10 years or longer
– The top 4 ETFs in this asset class have produced returns above 12.95% CAGR over the last 10 years

US Large Cap Growth vs US Large Cap Blend: January 1972 through February 2018

Source: PortfolioVisualizer.com

Continue reading “Best Long-Term Performance U.S. Large Cap Growth ETFs 1.1”