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Asset Class: U.S. Small Cap Growth
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Long-Term Performance: 9.63% CAGR
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Correlation to U.S. Markets: 0.90
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U.S. Large Cap Blend Performance: 10.51% CAGR
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Back test timeframe: January 1972 – December 2023
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Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)
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Long-Term Performance: 9.04% CAGR
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Correlation to U.S. Markets: 0.91
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S&P 500 Performance: 7.23% CAGR
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Back test timeframe: August 2000 – December 2023
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Number of ETFs available in this asset class: 19
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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
