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

 

  • The U.S. Small Cap Value asset class has outperformed U.S. Large Cap Blend (S&P 500) by 3.58% CAGR over the last 47 years
  • The oldest U.S. Small Cap Value ETF has outperformed an S&P 500 index fund by 3.77% CAGR over the last 19 years
  • There are 24 U.S. Small Cap Value ETFs available. This article focuses on the 10 oldest ETFs in this category

U.S. Small Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019

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

Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.3”

Invesco S&P SmallCap 600 Revenue ETF $RWJ on 09/20/2019 declared a dividend of $0.2247/sh (1.20% Yield)

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) on 09/20/2019 declared a dividend of $ 0.2247 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is an increase of $ 0.0758 from last dividend Paid.

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) has paid dividends since 2018, has a current dividend yield of 1.20% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/invesco-sp-smallcap-600-revenue-etf-oppenheimer-revenue-weighted-etf-trust-nyse-rwj-declared-a-dividend-of-$0.2247-per-share/

Invesco reorganizes OppenheimerFunds ETFs (RWJ)

Invesco reorganizes OppenheimerFunds ETFs

|About: Oppenheimer Global ESG Reve… (ESGF)|By: , SA News Editor

The move is part of Invesco’s (NYSE:IVZ) acquisition of MassMutual asset management affiliate OppenheimerFunds.

At the close of business on May 24, 2019, all of the OppenheimerFunds ETFs were reorganized into newly created exchange-traded funds of Invesco’s family of ETFs in a tax-free transaction.

ETF tickers: REEMREDVESGFRGLBREFARIDVOVOLOMOMOQALOSIZOVLUOYLDRWLRWWRWKRWJRDIVOMFLOMFSESGL

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”