Tag: ISCG

Posted on

5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 9.63% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.51% CAGR

  • Back test timeframe: January 1972 – December 2023

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

  • Long-Term Performance: 9.04% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.23% CAGR

  • Back test timeframe: August 2000 – December 2023

  • Number of ETFs available in this asset class: 19

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2023

IJT vs SPY: August 2000 – December 2023

IJT vs SPY: July 28, 2000 – December 29, 2023

Continue reading “5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7”

Posted on

4 Best U.S. Small Cap Growth ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 9.57% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.37% CAGR

  • Back test timeframe: January 1972 – November 2022

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

  • Long-Term Performance: 9.09% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 6.76% CAGR

  • Back test timeframe: August 2000 – November 2022

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2022

IJT vs SPY: August 2000 – November 2022

IJT vs VFINX (S&P 500): July 28, 2000 – December 2, 2022

Continue reading “4 Best U.S. Small Cap Growth ETFs to Own Long-Term 1.6”