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iShares Russell 2000 Growth ETF (IWO)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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iShares Core S&P Mid-Cap ETF (IJH)
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Vanguard Growth ETF (VUG)
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Vanguard Small Cap Value ETF (VBR)
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Vanguard Mid-Cap Growth ETF (VOT)
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Vanguard Value ETF (VTV)
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iShares Core S&P Small-Cap ETF (IJR)
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Vanguard Small Cap Growth ETF (VBK)
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IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
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!
