Tag: SLY

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4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3

  • The U.S. Small Cap Blend asset class has outperformed the U.S. Large Cap Blend asset class by 1.35% CAGR over the last 47 years
  •  The oldest U.S. Small Cap Blend ETF has outperformed an S&P 500 index fund by 3.66% CAGR over the last 19 years
  • There are 42 ETFs available in the U.S. Small Cap Blend category
  •  10 of these ETFs have been available for 10 years or longer. This article will focus on these 10 older Small Cap Blend ETFs

U.S. Small Cap Blend vs U.S. Large Cap Blend: June 2000 – November 2019

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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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