Tag: small-cap

Posted on

Rethink Any Assumptions About International Small And Mid Caps $PDN $DGS $SCZ

Rethink Any Assumptions About International Small And Mid Caps $PDN $DGS $SCZ

Summary

  • Higher quality at a lower price is not a combination that can usually be found anywhere.
  • Investors in US equities face a dichotomy when it comes to market cap asset classes.
  • While US investors recognize the potential growth and diversification benefits US SMIDs offer – with 13.3% of their portfolios in them – they seem to have overlooked international SMIDs.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4378071-rethink-assumptions-international-small-and-mid-caps

Posted on

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/

Continue reading “Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2”

Posted on

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

  • The oldest available U.S. Small Cap Growth ETF has outperformed an S&P 500 index fund by 3.93% CAGR over the last 18 years
  • There are currently 17 ETFs available in the Morningstar category called Small Cap Growth. Seven of these funds have inception dates that are 10 years old or older
  • An allocation to Small Cap Growth in a worldwide equity portfolio can add growth and diversity

The U.S. Small Cap Growth asset class has data readily available going back to 1972. During the last 46 years, this asset class has done very well, but it did trail U.S. Large Cap Blend (S&P 500) by 0.39% CAGR. This should not dissuade investors from this asset class. During shorter periods, such as 5-, 10- or 15-years, Small Cap Growth can and has outperform the S&P 500 significantly.

U.S. Small Cap Growth vs U.S. Large Cap Blend: January 1972 – October 2018

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

Continue reading “Best Long-Term Performance U.S. Small Cap Growth ETFs 1.2”

Posted on

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

  • The Small Cap Value asset class has outperformed the Large Cap Blend asset class by 3.91% CAGR over the last 46 years
  • The oldest available U.S. Small Cap Blend ETF has outperformed an S&P 500 index fund by 4.77% CAGR over the last 18 years
  • There are currently 22 ETFs available in the Morningstar category Small Cap Value. 11 of those funds are 10 years old or older

U.S. Small Cap Value vs U.S. Large Cap Blend: Jan. 1972 – Sep. 2018

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

Continue reading “Best Long-Term Performance U.S. Small Cap Value ETFs 1.2”

Posted on

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

Continue reading “Best Long-Term Performance U.S. Small Cap Blend ETFs 1.1”

Posted on

Don’t Ignore The Opportunities In Undervalued Small Caps (VBR) | Investing.com

“One of my favorite ETFs in the space is the Vanguard Small-Cap Value (NYSE:VBR). It carries an ultra-low expense ratio of just 0.07%, the lowest in the small cap value group, and is broadly diversified, holding around 850 different names with financials and industrials making up half of the portfolio.”

Read the full article at Investing.com right here: Don’t Ignore The Opportunities In Undervalued Small Caps (VBR) | Investing.com

Posted on

Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga

…Investors have also been warming to the iShares Core S&P Small-Cap ETF IJR 0.56% in the third quarter, as that ETF has added nearly $750 million in new assets.

IJR, which tracks the S&P SmallCap 600 Index, is slightly lower year to date. Due to their domestic focus, small caps are struggling against the backdrop of the weaker dollar this year. The U.S. Dollar Index is down 9.3 percent, underscoring the point that the dollar is one of the worst-performing major currencies in the world this year…

Read the full article at Benzinga right here: Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga

Signs Of A Return To Small-Cap ETFs

Posted on

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

Are you an aggressive growth investor? If so, you may want to consider investing in a U.S. Small Cap Growth ETF. Small cap growth equities are generally considered one of the most aggressive equity asset classes available. But, with over 1900 ETFs available, how do you find one with a great long-term track record. Fortunately, there are only 9 US Small Cap Growth ETFs listed at etfdb.com and only 7 of them are 10 years old or older.  Long-term performance is the #1 thing I look at when selecting an asset to invest in. Here is the list of ETFs I’ll be comparing:

Continue reading “Best Long-Term Performance U.S. Small Cap Growth ETFs 1.1”