Tag: IJS

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Rethinking The Approach To Small-Cap Value Exposure

IJS: Rethinking The Approach To Small-Cap Value Exposure

Summary

  • IJS offers cheap exposure to undervalued small-cap U.S. stocks.
  • Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite.
  • IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.

continue read at SA: https://seekingalpha.com/article/4725526-ijs-rethinking-the-approach-to-small-cap-value-exposure

 

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5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.20% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.26% CAGR

  • Back test timeframe: January 1972 – October 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.65% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.68% CAGR

  • Back test timeframe: August 2000 – October 2023

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 15

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – October 2023

Continue reading “5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7”

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2021

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.22% CAGR

  • Correlation to U.S. Markets: 0.89

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

  • Back test timeframe: January 1972 – September 2020

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.12% CAGR

  • Correlation to U.S. Markets: 0.88

  • S&P 500 Performance: 6.32% CAGR

  • Back test timeframe: August 2000 – September 2020

  • Number of ETFs available in this asset class: 21

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

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500)

IJS vs SPY: August 2000 – September 2020

IJS vs SPY: July 28, 2000 – September 30, 2020

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

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.3

 

  • The U.S. Small Cap Value asset class has outperformed U.S. Large Cap Blend (S&P 500) by 3.58% CAGR over the last 47 years
  • The oldest U.S. Small Cap Value ETF has outperformed an S&P 500 index fund by 3.77% CAGR over the last 19 years
  • There are 24 U.S. Small Cap Value ETFs available. This article focuses on the 10 oldest ETFs in this category

U.S. Small Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019

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

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

  • The Small Cap Value asset class has outperformed the Large Cap Blend asset class by 3.91% CAGR over the last 46 years
  • The oldest available U.S. Small Cap Blend ETF has outperformed an S&P 500 index fund by 4.77% CAGR over the last 18 years
  • There are currently 22 ETFs available in the Morningstar category Small Cap Value. 11 of those funds are 10 years old or older

U.S. Small Cap Value vs U.S. Large Cap Blend: Jan. 1972 – Sep. 2018

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

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Best Long-Term Performance U.S. Small Cap Value ETFs 1.1

If you have been considering adding a U.S. Small Cap Value ETF to your portfolio, you have a lot to choose from. There are at least 17 ETFs to pick from in this category. In this article, I will show you how I came up with what I believe is the best ETF in this category for a well-balanced portfolio.

Before I go through that analysis, let’s first look at the long-term performance of the U.S. Small Cap Value asset class. This asset class has long been touted as a volatile yet lucrative place to build wealth over long periods of time. According to portfoliovisualizer.com, this asset class has returned 14.39% since 1972 vs the U.S. Large Cap Blend asset class which has returned 10.17%. Both are respectable returns but look at the effects of compounding on this chart below.

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