Tag: VB

5 Best U.S. Small Cap Blend ETFs to Own Long Term 2.8

VB vs IJR vs XSMO vs VIOO vs FNDA: Koyfin back test

VB vs IJR vs XSMO vs VIOO vs FNDA: Testfol.io back test

VB vs IJR vs XSMO vs VIOO vs FNDA: Portfolio Visualizer fund info

16 Oldest U.S. Small Cap Blend ETFs back tested in this research:

Morningstar data on 16 oldest U.S. Small Cap Blend ETFs:

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

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)