Last Update: 31 October 2021

US Small Caps or Large Caps? Value or Growth Investing?

The best performing investment in the last 25 years is US Mid Cap Blend, that granded a +11.15% annualized return.

The worst is US Large Cap Value, with a +8.76% annualized return in the last 25 years.

If you want to invest in US Stock Style, you can easily do it with ETFs. Some of them are the main components of the most efficient Lazy Portfolios.

US Stock Style Matrix

Stock Style: 25 Years returns

US Stock Style Historical Returns

US Stock Style Returns, for last 1,3,6 Months and 1,3,5,10,25 years.

Columns are sortable, records are pre-ordered by 25 year return.

US STOCK STYLE - HISTORICAL RETURNS (%)
Last Update: 31 October 2021
ETF 1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 25Y(*) ▾
US Mid Cap Blend (IJH) +5.92 +3.69 +3.19 +48.83 +17.03 +14.83 +13.83 +11.15
US Large Cap Growth (VUG) +8.26 +6.26 +14.59 +43.11 +30.13 +24.78 +18.94 +10.99
US Mid Cap Value (VOE) +4.36 +3.71 +4.30 +45.81 +14.16 +12.31 +13.29 +10.76
US Small Cap Value (IJS) +2.86 +3.21 +1.83 +64.96 +13.05 +13.23 +13.47 +10.74
US Mid Cap Growth (IJK) +7.58 +4.49 +4.81 +41.42 +18.75 +16.18 +13.96 +10.60
US Small Cap Blend (IJR) +3.54 +3.01 +2.97 +58.88 +14.83 +15.37 +14.47 +10.57
US Small Cap Growth (IJT) +4.21 +2.72 +4.17 +52.26 +15.81 +16.87 +14.99 +10.41
US Large Cap Blend (SPY) +7.02 +5.07 +10.77 +42.64 +21.42 +18.81 +16.09 +9.71
US Large Cap Value (VTV) +5.44 +3.40 +6.16 +42.39 +13.73 +13.59 +13.55 +8.76
Stocks Bonds Commodities
(*) annualized

US Stock Style Yearly Returns

Click on < > buttons to switch date range. Click on column header to sort data.

US STOCK STYLE - YEARLY RETURNS (%)
Last Update: 31 October 2021
ETF 2018 2019 2020 2021(*)
US Mid Cap Blend (IJH) -11.18 +26.10 +13.58 +22.33
US Large Cap Growth (VUG) -3.31 +37.03 +40.22 +24.48
US Mid Cap Value (VOE) -12.45 +27.84 +2.59 +24.09
US Small Cap Value (IJS) -12.84 +24.12 +2.63 +28.73
US Mid Cap Growth (IJK) -10.52 +25.96 +22.44 +18.39
US Small Cap Blend (IJR) -8.49 +22.82 +11.28 +24.17
US Small Cap Growth (IJT) -4.39 +20.99 +19.22 +19.28
US Large Cap Blend (SPY) -4.56 +31.22 +18.37 +24.05
US Large Cap Value (VTV) -5.44 +25.65 +2.26 +22.00
Stocks Bonds Commodities
(*)YTD - 31 October 2021

US Stock Style Drawdowns

US Stock Style Maximum Drawdowns, in last 5,10,25 years.

The following table represents US Stock Style total returns and maximum drawdown in the same period. Columns are sortable.

US STOCK STYLE - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 31 October 2021
5Y
10Y
25Y
ETF Return DD Return DD Return DD
US Mid Cap Blend (IJH) +99.64 -29.70 +265.13 -29.70 +1305.86 -49.45
US Large Cap Growth (VUG) +202.49 -16.39 +466.82 -16.39 +1256.49 -53.57
US Mid Cap Value (VOE) +78.66 -31.25 +248.27 -31.25 +1188.25 -56.45
US Small Cap Value (IJS) +86.16 -40.32 +253.81 -40.32 +1181.18 -54.14
US Mid Cap Growth (IJK) +111.69 -24.83 +269.34 -24.83 +1141.73 -48.23
US Small Cap Blend (IJR) +104.42 -36.12 +286.14 -36.12 +1133.87 -51.79
US Small Cap Growth (IJT) +118.02 -32.91 +304.05 -32.91 +1090.04 -51.04
US Large Cap Blend (SPY) +136.76 -19.43 +344.74 -19.43 +914.06 -50.79
US Large Cap Value (VTV) +89.08 -25.06 +256.20 -25.06 +715.23 -54.78
Stocks Bonds Commodities
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