-
iShares Russell 2000 Growth ETF (IWO $338.90)
-
Vanguard S&P 500 ETF (VOO $630.72)
-
Vanguard Dividend Appreciation FTF (VIG $223.26)
-
iShares Core S&P Mid-Cap ETF (IJH $71.21)
-
Vanguard Growth ETF (VUG $467.36)
-
Vanguard Small Cap Value ETF (VBR $227.07)
-
Vanguard Mid-Cap Growth ETF (VOT $273.25)
-
Vanguard Value ETF (VTV $202.61)
-
iShares Core S&P Small-Cap ETF (IJR $131.81)
-
Vanguard Small Cap Growth ETF (VBK $322.39)
-
ISHARES TRUST (IJT $155.19)
Q: Hi team,
I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?
Thank you!
I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?
Thank you!
