Tag: IWS

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4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – March 2022

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

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.60% CAGR

  • S&P 500 Performance: 7.44% CAGR

  • Back test timeframe: August 2000 – March 2022

  • Number of ETFs available in this asset class: 39

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2022

IJJ vs SPY: August 2000 – March 2022

IJJ vs SPY: July 28, 2000 – April 22, 2022

Continue reading “4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5”

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

  • Asset Category: U.S. Mid Cap Value

  • Long-Term Performance: 12.29% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.09% CAGR

  • Back test timeframe: January 1972 – April 2020

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

  • Long-Term Performance: 8.38% CAGR

  • S&P 500 Performance: 5.65% CAGR

  • Back test timeframe: August 2000 – April 2020

  • Number of ETFs available in this asset class: 31

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – April 2020

IJJ vs SPY: August 2000 – April 2020

IJJ vs SPY: July 28, 2000 – May 22, 2020

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.3”