- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 ETF (IWM)
- Vanguard Growth ETF (VUG)
- Vanguard Small Cap Value ETF (VBR)
- Vanguard Small Cap Growth ETF (VBK)
Q: Dear Peter et al:
This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!
Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!
Many thanks.
Mano
This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!
Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!
Many thanks.
Mano