-
Asset Class: U.S. Large Cap Value
-
Long-Term Performance: 10.89% CAGR
-
Correlation to U.S. Markets: 0.95
-
U.S. Large Cap Blend Performance: 10.34% CAGR
-
Back test timeframe: January 1972 – September 2020
-
Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)
-
Long-Term Performance: 8.02% CAGR
-
Correlation to U.S. Markets: 0.93
-
S&P 500 Performance: 7.50% CAGR
-
Back test timeframe: February 1998 – September 2020
-
Number of ETFs available in this asset class: 102
-
Number of ETFs in this asset class that are 10-years old or older: 29
U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – September 2020
DIA vs SPY: February 1998 – September 2020
DIA vs SPY: January 20, 1998 – October 2, 2020
Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4”