- The U.S. Large Cap Value asset class has outperformed the U.S. Large Cap Blend asset class by 1.01% CAGR over the past 46 years
- The oldest U.S. Large Cap Value ETF has outperformed an S&P 500 index fund by 1.03% CAGR over the past 20 years
- There are currently 92 ETFs available in the Morningstar category Large Value. 23 of those ETFs are ten years old or older
The Large Cap Value asset class has a long history of superior returns when compared to the Large Cap Blend (or the S&P 500) asset class.
U.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2018
Source: https://www.portfoliovisualizer.com/
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