Tag: US-Large-Cap-Blend

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

  • Asset Class: U.S. Large Cap Blend

  • Long-Term Performance: 10.39% CAGR

  • Back test timeframe: January 1972 – December 31, 2019

  • Oldest ETF back tested: SPY

  • Long-Term Performance: 9.73% CAGR

  • S&P 500 Performance: 9.76% CAGR

  • Back test timeframe: February 1993 – December 2019

  • Number of ETFs available in this asset class: 154

  • Number of ETFs in this asset class that are 10-years old or older: 31

U.S. Large Cap Blend CAGR = 10.39%: January 1972 – December 2019

SPY CAGR = 9.73%: February 1993 – December 2019

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First Trust Capital Strength ETF (FTCS) on 12/12/2019 declared a dividend of $0.2023/sh (Yield 1.28%)

First Trust Capital Strength ETF/First Trust Exchange-Traded Fund (NASDAQ:FTCS) on 12/12/2019 declared a dividend of $ 0.2023 per share payable on December 31, 2019 to shareholders of record as of December 16, 2019. Dividend amount recorded is a decrease of $ 0.0277 from last dividend Paid.

First Trust Capital Strength ETF/First Trust Exchange-Traded Fund (NASDAQ:FTCS) has paid dividends since 2006, has a current dividend yield of 1.2788153887% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191212/first-trust-capital-strength-etf-first-trust-exchange-traded-fund-nasdaq-ftcs-declared-a-dividend-of-$0.2023-per-share/

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Best Long-Term Performance U.S. Large Cap Blend ETFs 1.2

  • The U.S. Large Cap Blend asset class has generated a compounded annual growth rate (CAGR) of 10.15% over the last 47 years
  • The U.S. Large Cap Blend category is the most popular equity asset class
  • There are 150 ETFs available in this asset class
  • Of those 150 ETFs 27 have been available for 10-years or longer

U.S. Large Cap Blend: January 1972 – January 2019

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

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Closed Our Position In The PowerShares BuyBack Achievers Portfolio Today (PKW)

Today, we closed our position in the PowerShares BuyBack Achievers Portfolio (PKW). No worries, I still believe this ETF is a fine instrument for the long-term investor. We have made the decision to use the First Trust Capital Strength ETF (FTCS) for our U.S. Large Cap Blend holdings. Read why we have chosen to invest in FTCS right here: Best Long-Term Performance U.S. Large Cap Blend ETFs

PKW Price paid $49.52. Price sold 55.24.

 

 

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Best Long-Term Performance U.S. Large Cap Blend ETFs 1.1

• The U.S. Large Cap Blend asset class is the most common asset in U.S. investor’s portfolios
• This popular asset class has produce returns of 10.33% CAGR (compounded annual growth rate) since 1972
• The oldest ETF (SPY), and most popular in this category, was introduced in 1993
• There are over 100 ETFs available in the U.S. Large Cap Blend Morningstar category
• 25 of these ETFs have been available for 10 years or longer

U.S. Large Cap Blend vs U.S. Stock Market: January 1972 – February 2018

Source: Portfolio Visualizer

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