Tag: PRFZ

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Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2

  • The U.S. Small Cap Blend asset class has been one of the most profitable equity asset classes for over 45 years
  • The oldest available Small Cap Blend ETF has outperformed an S&P 500 index fund by a whopping 4.45% CAGR over the last 18 years
  • There are currently 42 ETFs available in the Small Cap Blend Morningstar category. Eleven of these ETFs have been available for 10 years or longer
  • Five of these older ETFs have outperformed an S&P 500 index fund since their inception dates

U.S. Small Cap Blend vs U.S. Large Cap Blend (aka S&P 500)

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

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Best Long-Term Performance U.S. Small Cap Blend ETFs 1.1

• One of the best performing asset classes over the last 46 years has been the U.S. Small Cap Blend Equity asset class
• IJR is one of the two oldest ETFs available in this asset class and has outperformed the S&P 500 by a whopping 4.53% CAGR (compounded annual growth rate) over the last 18 years
• There are 11 ETFs available in this asset class that have existed for 10 years or longer
• 8 of these 11 ETFs have outperformed the S&P 500 over the last 10 years

US Small Cap Blend vs US Large Cap Blend: January 1972 thru December 2017

Source: Portfolio Visualizer

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