Tag: VBK

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5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 9.63% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.51% CAGR

  • Back test timeframe: January 1972 – December 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 9.04% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.23% CAGR

  • Back test timeframe: August 2000 – December 2023

  • Number of ETFs available in this asset class: 19

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2023

IJT vs SPY: August 2000 – December 2023

IJT vs SPY: July 28, 2000 – December 29, 2023

Continue reading “5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7”

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4 Best U.S. Small Cap Growth ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 9.57% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.37% CAGR

  • Back test timeframe: January 1972 – November 2022

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 9.09% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 6.76% CAGR

  • Back test timeframe: August 2000 – November 2022

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2022

IJT vs SPY: August 2000 – November 2022

IJT vs VFINX (S&P 500): July 28, 2000 – December 2, 2022

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4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.5

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 10.49% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 10.30% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.65% CAGR

  • Back test timeframe: August 2000 – October 2021

  • Number of ETFs available in this asset class: 23

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

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

IJT vs SPY: August 2000 – October 2021

IJT vs SPY: July 28, 2000 – November 5, 2021

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Vanguard Small-Cap Growth ETF: Passively Invest With Peter Lynch’s Principles (VBK)

Summary

  • VBK is a passive ETF that invests in small cap stocks with high earnings growth.
  • VBK is a great option to follow many of Peter Lynch’s stock-picking principles without having to individually research and pick stocks.
  • VBK is a fairly high risk but high reward investment due to its dependency on continued growth.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4390890-vanguard-small-cap-growth-etf-passively-invest-peter-lynchs-principles

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4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.4

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 10.01% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.26% CAGR

  • Back test timeframe: January 1972 – October 2020

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 8.56% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 6.16% CAGR

  • Back test timeframe: August 2000 – October 2020

  • Number of ETFs available in this asset class: 18

  • Number of ETFs in this asset class that are 10-years old or older: 9

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2020

IJT vs SPY: August 2000 – October 2020

IJT vs SPY: July 27, 2000 – October 30, 2020

Continue reading “4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.4”

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

  • The U.S. Small Cap Growth asset class has slightly trailed the performance of U.S. Large Cap Blend by 0.43% CAGR over the last 47 years
  • The oldest U.S. Small Cap Growth ETF has outperformed an S&P 500 index fund by 3.13% CAGR over the last 19 years
  • There are 18 ETFs in the U.S. Small Cap Growth category. 7 of these have been available for 10 years or longer
  • This article compares the past performance of these 7 older ETFs

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka the S&P 500)

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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/

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