Tag: $VO

Vanguard Mid-Cap ETF

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

  1. XMHQ – Invesco S&P MidCap Quality ETF
  2. VO – Vanguard Mid-Cap Index Fund ETF Shares
  3. IWR – iShares Russell Mid-Cap ETF
  4. IMCB – iShares Morningstar Mid-Cap ETF
  5. EUSA – iShares MSCI USA Equal Weighted ETF

XMHQ vs VO vs IWR vs IMCB vs EUSA: Koyfin back test

XMHQ vs VO vs IWR vs IMCB vs EUSA: Testfo.io back test

XMHQ vs VO vs IWR vs IMCB vs EUSA: Portfolio Visualizer fund information

22 Oldest U.S. Mid Cap Blend ETFs back tested in this research:

Morningstar data on 22 oldest U.S. Mid Cap Blend ETFs: 

Thank you for reading the Deep Value ETF Investor blog.

Micah

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

  • Asset Class: US Mid Cap Blend

  • Long-Term Performance: 11.97% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.39% CAGR

  • Back test timeframe: January 1972 – December 2019

  • Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)

  • Long-Term Performance: 10.87% CAGR

  • S&P 500 Performance: 9.40% CAGR

  • Back test timeframe: September 1995 – December 2019

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 13

US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019

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

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

  • The U.S. Mid Cap Blend asset class has been one of the most profitable equity asset classes for over 46 years, outperforming the S&P 500 by 1.62% CAGR.
  • The oldest available Mid Cap Blend ETF has outperformed an S&P 500 index fund by 1.72% CAGR over the last 23 years
  • There are currently 41 ETFs available in the Mid Cap Blend Morningstar category. Sixteen of these ETFs have been available for 10 years or longer
  • Nine of these older ETFs have outperformed an S&P 500 index fund since their inception dates
  • Most ETFs in this asset class offer massive diversification in size of companies, broad sector exposure, and include both value & growth stocks
  • The middle of the stock market might just be the best place to invest

U.S. Mid Cap Blend vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2018

Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.2”