Tag: SYLD

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5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs RFV vs DON 1.7

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.64% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.66% CAGR

  • Back test timeframe: January 1972 – March 2024

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.19% CAGR

  • S&P 500 Performance: 7.60% CAGR

  • Back test timeframe: August 2000 – March 2024

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 20

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2024

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs RFV vs DON 1.7”

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5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.38% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.33% CAGR

  • Back test timeframe: January 1972 – May 2023

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 9.59% CAGR

  • S&P 500 Performance: 6.76% CAGR

  • Back test timeframe: August 2000 – May 2023

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 17

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – May 2023

IJJ vs SPY: August 2000 – May 2023

IJJ vs SPY: July 28, 2000 – June 2, 2023

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6”