Tag: IWO

• 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”