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Investment Strategies / Index Investing
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Author: rayvt 🐝  😊 😞
Number: of 209 
Subject: Re: Small caps vs large caps
Date: 10/03/2024 11:30 AM
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The data is very strongly supporting S&P600 outperforming S&P500,

This is basically in conformance with what Jim (mungofitch) and others have been saying, that things like S&P500 and BRK will have much lower than typical returns over the next handful of years.

I don't see any significant dfference between IJR, IJS, VBR, SLYV, so I don't think it matters which one (or ones) you invest in.

Very Large Cap growth has been shooting the lights out in recent history. That will change someday. Hard to say how far away that someday is.
I've been buying SLYV primarily for diversification, for the day when the Manificent Dozen quit.

VBR has lower E/R and slightly higher backtest returns than SLYV, but has 20 years of history vs. 24.

Interesting that https://www.etfrc.com/funds/overlap.php says there is only 17% overlap in their holdings.

Also interesting that just the plain S&P600 index (IJR) has almost the same return as the Value ETF.
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