We are initiating weekly coverage of the top performing ETF's in the US Equities Asset Class. This provides an interesting contrast to the tracking of the top US equity styles. Currently, the top US Equity styles, measured by an ETF of each sub-class has the following shape:
|
Assets Class |
Symbols |
02/18 |
02/11 |
Direction |
|
Russell Smallcap Growth |
IWO |
20.85% |
19.88% |
^ |
|
Russell Smallcap Index |
IWM |
18.7% |
17.58% |
^ |
|
Russell Midcap Growth |
IWP |
18.3% |
18.8% |
v |
|
Russell Smallcap Value |
IWN |
17.28% |
16.08% |
^ |
|
Russell Midcap Index |
IWR |
16.68% |
16.74% |
v |
|
Russell Midcap Value |
IWS |
15.91% |
15.66% |
^ |
|
Russell Largecap Growth |
IWF |
14.31% |
14.08% |
^ |
|
Russell Largecap Index |
IWB |
13.44% |
13.04% |
^ |
|
Russell Largecap Value |
IWD |
13.27% |
12.67% |
^ |
The trend score is defined as the average of 1,4,13,26 and 52 week total returns (including dividend reinvested).
In the weekly trend (above) which has a shorter timeframe, we can see that Smallcap ETFs are rising to the top whereas over the longer term (below) the Midcap ETFs are still at the top as investors have slowly migrated to smaller cap ETFs as the bull market has retained its strength.
Large cap ETFs have remained at the bottom of the list with only one making the top ten.
This is instructive because although the Smallcaps are doing better now and are well represented in the top ten list, when taken over a longer timeframe, a Midcap ETF is worth considering because, sooner or later, a correction will occur.
|
Description |
Ticker |
1yr AR% |
3yr AR% |
5 Yr AR% |
Avg. Volume(K) |
1 Yr Sharpe |
|
Vanguard Mid-Cap Growth ETF |
38.58% |
4.96% |
NA |
147 |
193.91% |
|
|
iShares S&P MidCap 400 Growth |
38.93% |
9.67% |
6.79% |
232 |
190.68% |
|
|
iShares Russell Midcap Growth |
35.06% |
5.53% |
4.49% |
501 |
178.25% |
|
|
iShares S&P SmallCap 600 Growth |
36.00% |
7.43% |
4.75% |
179 |
170.70% |
|
|
Vanguard Small Cap Growth ETF |
40.07% |
9.61% |
6.32% |
241 |
170.44% |
|
|
SPDR S&P MidCap 400 |
34.14% |
8.44% |
5.87% |
3,156 |
167.26% |
|
|
iShares S&P MidCap 400 Index |
33.93% |
7.88% |
5.14% |
967 |
166.91% |
|
|
Vanguard Mid-Cap ETF |
32.38% |
4.97% |
4.13% |
206 |
165.82% |
|
|
iShares Russell Midcap Index |
31.63% |
4.81% |
3.69% |
478 |
162.81% |
|
|
iShares Russell 2000 Growth In |
37.41% |
8.01% |
4.51% |
1,772 |
161.14% |
|
|
Vanguard Extended Market Index |
34.38% |
6.69% |
4.79% |
131 |
160.00% |
|
|
Schwab U.S. Small-Cap ETF |
36.27% |
NA |
NA |
217 |
154.15% |
|
|
iShares Russell Midcap Value I |
30.08% |
5.20% |
3.75% |
637 |
153.08% |
|
|
PowerShares QQQ |
31.91% |
10.87% |
7.83% |
54,893 |
149.65% |
|
|
Vanguard Small Cap ETF |
34.37% |
7.87% |
4.68% |
464 |
148.40% |
It will be interesting to see whether the US equities are impacted by the current turmoil in North Africa and the Middle East especially if there is a move back to Midcap or even Largecap ETFs.
Symbols: IJK, VBK, QQQQ, MDY, IWO, IJT, IJH, VB, VXF, IWP, IJR, VO, VOT, IWR, IJJ, VBR, IJS, IWN, RSP, IWM, IWS, VOE, VTV, IWC, SCHA, VTI, DIA, VUG, IWF, SPY, IWB, SDY, IVW, VIG, IVV, IWD, OEF, IVE, DVY
Disclosure:
MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.
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