Tag: ONEQ

Posted on

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

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

Posted on

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

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

Posted on

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

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5”

Posted on

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

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4”

Posted on

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

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

Posted on

Best Long-Term Performance U.S. Large Cap Growth ETFs 1.2

The long-term performance of the U.S. Large Cap Growth asset class is on par with U.S. Large Cap Blend (aka S&P 500), ± 0.25% CAGR

The oldest U.S. Large Cap Growth ETF has outperformed an S&P 500 index fund by 1.00% CAGR over the last 20 years

There are currently 52 ETFs available in the Morningstar Large Cap Growth category. 15 of these funds have been available for 10 years or longer.

U.S. Large Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – February 2019

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance U.S. Large Cap Growth ETFs 1.2”

Posted on

Best Long-Term Performance U.S. Large Cap Growth ETFs 1.1

– The oldest and most popular U.S. Large Cap Growth ETF has outperformed an S&P 500 Index Fund by 0.96% CAGR (compounded annual growth rate) over the last 19 years
– There are currently 45 ETFs available in the U.S. Large Cap Blend Morningstar Category
– Of those 45 ETFs, 15 have been available for 10 years or longer
– The top 4 ETFs in this asset class have produced returns above 12.95% CAGR over the last 10 years

US Large Cap Growth vs US Large Cap Blend: January 1972 through February 2018

Source: PortfolioVisualizer.com

Continue reading “Best Long-Term Performance U.S. Large Cap Growth ETFs 1.1”