Tag: RWJ

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5 Best U.S. Small Cap Value ETFs to Own Long Term 2.9

  1. RWJ – Invesco S&P SmallCap 600 Revenue ETF
  2. VBR – Vanguard Small-Cap Value Index Fund ETF Shares
  3. SLYV – SPDR® S&P 600 Small Cap Value ETF
  4. XSVM – Invesco S&P SmallCap Value with Momentum ETF
  5. IJS – iShares S&P Small-Cap 600 Value ETF

RWJ vs VBR vs SLYV vs XSVM vs IJS: Koyfin backtest

RWJ vs VBR vs SLYV vs XSVM vs IJS: Testfol.io back test

RWJ vs VBR vs SLYV vs XSVM vs IJS: Portfolio Visualizer fund info

18 Oldest U.S. Small Cap Value ETFs back tested in this research: 

Morningstar data on the 18 Oldest U.S. Small Cap Value ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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Rethinking The Approach To Small-Cap Value Exposure

IJS: Rethinking The Approach To Small-Cap Value Exposure

Summary

  • IJS offers cheap exposure to undervalued small-cap U.S. stocks.
  • Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite.
  • IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.

continue read at SA: https://seekingalpha.com/article/4725526-ijs-rethinking-the-approach-to-small-cap-value-exposure

 

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5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.20% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.26% CAGR

  • Back test timeframe: January 1972 – October 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.65% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.68% CAGR

  • Back test timeframe: August 2000 – October 2023

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 15

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – October 2023

Continue reading “5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7”

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4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.33% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.12% CAGR

  • Back test timeframe: January 1972 – September 2022

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.95% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.18% CAGR

  • Back test timeframe: August 2000 – September 2022

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2022

IJS vs SPY: August 2000 – September 2022

IJS vs SPY: July 28, 2000 – October 15, 2022

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

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Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2021

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