Tag: IWY

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5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7

  • Asset Class: U.S. Large Cap Growth

  • Correlation to U.S. Markets: 0.96

  • Long-Term Performance: 10.59% CAGR

  • U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR

  • Back test timeframe: January 1972 – January 2024

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Correlation to U.S. Markets: 0.86

  • Long-Term Performance: 9.40% CAGR

  • S&P 500 Performance: 7.39% CAGR

  • Back test timeframe: April 1999 – January 2024

  • Number of ETFs available in this asset class: 111

  • Number of ETFs in this asset class that are 10-years old or older: 23

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – January 2024

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

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 9.95% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR

  • Back test timeframe: January 1972 – December 2022

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 7.76% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 6.62% CAGR

  • Back test timeframe: April 1999 – December 2022

  • Number of ETFs available in this asset class: 114

  • Number of ETFs in this asset class that are 10-years old or older: 23

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

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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 11.05% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR

  • Back test timeframe: January 1972 – December 2021

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 10.01% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: April 1999 – December 2021

  • Number of ETFs available in this asset class: 100

  • Number of ETFs in this asset class that are 10-years old or older: 21

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2021

QQQ vs SPY: April 1999 – December 2021

QQQ vs SPY: March 10, 1999 – January 7, 2022

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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 10.75% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1972 – December 2020

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 9.27% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.00% CAGR

  • Back test timeframe: April 1999 – December 2020

  • Number of ETFs available in this asset class: 62

  • Number of ETFs in this asset class that are 10-years old or older: 19

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020

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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3

  • Asset Class: US Large Cap Growth

  • Long-Term Performance: 10.26% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.37% CAGR

  • Back test timeframe: January 1972 – January 2020

  • Oldest ETF back tested: Invesco QQQ (QQQ)

  • Long-Term Performance: 7.79% CAGR

  • S&P 500 Performance: 6.45% CAGR

  • Back test timeframe: April 1999 – January 2020

  • Number of ETFs available in this asset class: 58

  • Number of ETFs in this asset class that are 10-years old or older: 17

US Large Cap Growth vs US Large Cap Blend: January 1972 – January 2020

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