Tag: VOE

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4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – March 2022

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.60% CAGR

  • S&P 500 Performance: 7.44% CAGR

  • Back test timeframe: August 2000 – March 2022

  • Number of ETFs available in this asset class: 39

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2022

IJJ vs SPY: August 2000 – March 2022

IJJ vs SPY: July 28, 2000 – April 22, 2022

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4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.4

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.62% CAGR

  • Back test timeframe: January 1972 – March 2021

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.66% CAGR

  • S&P 500 Performance: 7.07% CAGR

  • Back test timeframe: August 2000 – March 2021

  • Number of ETFs available in this asset class: 30

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2021

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

  • Asset Category: U.S. Mid Cap Value

  • Long-Term Performance: 12.29% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.09% CAGR

  • Back test timeframe: January 1972 – April 2020

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Long-Term Performance: 8.38% CAGR

  • S&P 500 Performance: 5.65% CAGR

  • Back test timeframe: August 2000 – April 2020

  • Number of ETFs available in this asset class: 31

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – April 2020

IJJ vs SPY: August 2000 – April 2020

IJJ vs SPY: July 28, 2000 – May 22, 2020

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Best Long-Term Performance U.S. Mid Cap Value ETFs 1.1

Summary:

  • U.S. Mid Cap Value Equities are an underutilized asset class
  • U.S. Mid Cap Value Equities have compounded at a rate of 13.2% since 1972, while large cap blend equities have compounded at 10.3% during the same time-frame.
  • The oldest U.S. Mid Cap Value ETF compounded at 10.7% since August 2000, while an S&P 500 index fund compounded at 5.8% during that time.

The U.S. Mid Cap Value asset class is an underappreciated and underutilized part of most people’s equity portfolios. This is understandable since investors can cover this section of the market with a myriad of other choices. If investors choose to invest in a Mid Cap Blend fund, about 50% of that fund will include mid cap value stocks. Investors could also choose a small and/or large cap value ETF and about 10% of those funds will be mid cap value companies. Additionally, investors can choose a U.S. Total Market Index fund and about 5% of that fund will be Mid Cap Value companies. All those funds are fine investments, but the U.S. Mid Cap Value index has had such a wonderful long-term track record that it would be wise to consider adding an ETF in this asset class to your equity portfolio.

U.S. Mid Cap Value vs U.S. Large Cap Blend (S&P 500): January 1972 through July 2018

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

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