Last Update: 31 August 2022

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

The best performing investment in the last 30 years is US Mid Cap Blend, that granded a +11.16% annualized return.

The worst is US Large Cap Value, with a +9.52% annualized return in the last 30 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: 1 Month returns
Value Blend Growth
Large -2.68%
(VTV) 		-4.08%
(SPY) 		-5.00%
(VUG)
Medium -2.56%
(VOE) 		-3.17%
(IJH) 		-3.46%
(IJK)
Small -4.16%
(IJS) 		-4.32%
(IJR) 		-4.69%
(IJT)
Stock Style: 3 Months returns
Value Blend Growth
Large -5.82%
(VTV) 		-3.89%
(SPY) 		-1.69%
(VUG)
Medium -6.19%
(VOE) 		-2.95%
(IJH) 		-2.06%
(IJK)
Small -5.31%
(IJS) 		-3.74%
(IJR) 		-2.15%
(IJT)
Stock Style: 6 Months returns
Value Blend Growth
Large -5.15%
(VTV) 		-8.82%
(SPY) 		-13.49%
(VUG)
Medium -5.73%
(VOE) 		-7.97%
(IJH) 		-9.67%
(IJK)
Small -8.85%
(IJS) 		-9.34%
(IJR) 		-9.95%
(IJT)
Stock Style: 1 Year returns
Value Blend Growth
Large -2.59%
(VTV) 		-11.24%
(SPY) 		-21.60%
(VUG)
Medium -5.01%
(VOE) 		-10.46%
(IJH) 		-15.59%
(IJK)
Small -8.39%
(IJS) 		-12.13%
(IJR) 		-16.25%
(IJT)
Stock Style: 3 Years returns
Value Blend Growth
Large 10.33%
(VTV) 		12.38%
(SPY) 		13.73%
(VUG)
Medium 10.14%
(VOE) 		10.53%
(IJH) 		8.66%
(IJK)
Small 10.74%
(IJS) 		10.36%
(IJR) 		9.14%
(IJT)
Stock Style: 5 Years returns
Value Blend Growth
Large 9.49%
(VTV) 		11.75%
(SPY) 		13.70%
(VUG)
Medium 8.03%
(VOE) 		8.66%
(IJH) 		8.17%
(IJK)
Small 7.84%
(IJS) 		8.61%
(IJR) 		8.74%
(IJT)
Stock Style: 10 Years returns
Value Blend Growth
Large 11.73%
(VTV) 		12.97%
(SPY) 		14.18%
(VUG)
Medium 11.47%
(VOE) 		11.25%
(IJH) 		10.74%
(IJK)
Small 10.86%
(IJS) 		11.46%
(IJR) 		11.57%
(IJT)
Stock Style: 30 Years returns
Value Blend Growth
Large 9.52%
(VTV) 		9.84%
(SPY) 		10.36%
(VUG)
Medium 11.06%
(VOE) 		11.16%
(IJH) 		10.44%
(IJK)
Small 11.11%
(IJS) 		10.67%
(IJR) 		10.06%
(IJT)

US Stock Style Historical Returns

US Stock Style Returns, for last 1,3,6 Months and 1,3,5,10,30 years.

Columns are sortable, records are pre-ordered by 30 year return.

US STOCK STYLE - HISTORICAL RETURNS (%)
Last Update: 31 August 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 3Y: 4.90% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%
ETF 1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 30Y(*)▾
US Mid Cap Blend
IJH 		-3.17 -2.95 -7.97 -10.46 10.53 8.66 11.25 11.16
US Small Cap Value
IJS 		-4.16 -5.31 -8.85 -8.39 10.74 7.84 10.86 11.11
US Mid Cap Value
VOE 		-2.56 -6.19 -5.73 -5.01 10.14 8.03 11.47 11.06
US Small Cap Blend
IJR 		-4.32 -3.74 -9.34 -12.13 10.36 8.61 11.46 10.67
US Mid Cap Growth
IJK 		-3.46 -2.06 -9.67 -15.59 8.66 8.17 10.74 10.44
US Large Cap Growth
VUG 		-5.00 -1.69 -13.49 -21.60 13.73 13.70 14.18 10.36
US Small Cap Growth
IJT 		-4.69 -2.15 -9.95 -16.25 9.14 8.74 11.57 10.06
US Large Cap Blend
SPY 		-4.08 -3.89 -8.82 -11.24 12.38 11.75 12.97 9.84
US Large Cap Value
VTV 		-2.68 -5.82 -5.15 -2.59 10.33 9.49 11.73 9.52
Stocks Bonds Commodities
(*) annualized
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US Stock Style Correlations

Monthly correlations of US Stock Style, over different timeframes.

If your screen resolution is not wide enough, scroll table horizzontally to explore the full dataset. You can click on header columns to sort them and hover on cells for tooltip details.

US STOCK STYLE MONTHLY CORRELATIONS
Monthly correlations as of 31 August 2022
Swipe left to see all data
 
 
 
 
 
 
 
 
 
Asset VTV SPY VUG VOE IJH IJK IJS IJR IJT
VTV
1.00
0.91
0.78
0.97
0.89
0.82
0.87
0.85
0.82
SPY
0.91
1.00
0.97
0.93
0.95
0.93
0.89
0.92
0.93
VUG
0.78
0.97
1.00
0.83
0.90
0.91
0.82
0.88
0.91
VOE
0.97
0.93
0.83
1.00
0.94
0.89
0.93
0.91
0.88
IJH
0.89
0.95
0.90
0.94
1.00
0.99
0.97
0.98
0.98
IJK
0.82
0.93
0.91
0.89
0.99
1.00
0.93
0.97
0.97
IJS
0.87
0.89
0.82
0.93
0.97
0.93
1.00
0.98
0.95
IJR
0.85
0.92
0.88
0.91
0.98
0.97
0.98
1.00
0.99
IJT
0.82
0.93
0.91
0.88
0.98
0.97
0.95
0.99
1.00
 
 
 
 
 
 
 
 
 
Asset VTV SPY VUG VOE IJH IJK IJS IJR IJT
VTV
1.00
0.94
0.80
0.97
0.94
0.89
0.89
0.90
0.87
SPY
0.94
1.00
0.96
0.92
0.94
0.94
0.84
0.88
0.90
VUG
0.80
0.96
1.00
0.80
0.86
0.90
0.73
0.80
0.85
VOE
0.97
0.92
0.80
1.00
0.97
0.92
0.93
0.93
0.90
IJH
0.94
0.94
0.86
0.97
1.00
0.98
0.95
0.97
0.96
IJK
0.89
0.94
0.90
0.92
0.98
1.00
0.89
0.94
0.96
IJS
0.89
0.84
0.73
0.93
0.95
0.89
1.00
0.99
0.94
IJR
0.90
0.88
0.80
0.93
0.97
0.94
0.99
1.00
0.98
IJT
0.87
0.90
0.85
0.90
0.96
0.96
0.94
0.98
1.00
 
 
 
 
 
 
 
 
 
Asset VTV SPY VUG VOE IJH IJK IJS IJR IJT
VTV
1.00
0.94
0.81
0.96
0.92
0.88
0.88
0.88
0.85
SPY
0.94
1.00
0.96
0.93
0.92
0.92
0.83
0.86
0.87
VUG
0.81
0.96
1.00
0.81
0.84
0.88
0.71
0.77
0.81
VOE
0.96
0.93
0.81
1.00
0.97
0.92
0.92
0.92
0.89
IJH
0.92
0.92
0.84
0.97
1.00
0.98
0.94
0.96
0.95
IJK
0.88
0.92
0.88
0.92
0.98
1.00
0.88
0.92
0.94
IJS
0.88
0.83
0.71
0.92
0.94
0.88
1.00
0.99
0.94
IJR
0.88
0.86
0.77
0.92
0.96
0.92
0.99
1.00
0.98
IJT
0.85
0.87
0.81
0.89
0.95
0.94
0.94
0.98
1.00
 
 
 
 
 
 
 
 
 
Asset VTV SPY VUG VOE IJH IJK IJS IJR IJT
VTV
1.00
0.95
0.83
0.94
0.89
0.79
0.85
0.80
0.75
SPY
0.95
1.00
0.96
0.89
0.91
0.87
0.81
0.81
0.79
VUG
0.83
0.96
1.00
0.78
0.85
0.88
0.73
0.77
0.78
VOE
0.94
0.89
0.78
1.00
0.93
0.80
0.90
0.83
0.78
IJH
0.89
0.91
0.85
0.93
1.00
0.95
0.93
0.93
0.91
IJK
0.79
0.87
0.88
0.80
0.95
1.00
0.83
0.92
0.93
IJS
0.85
0.81
0.73
0.90
0.93
0.83
1.00
0.96
0.90
IJR
0.80
0.81
0.77
0.83
0.93
0.92
0.96
1.00
0.97
IJT
0.75
0.79
0.78
0.78
0.91
0.93
0.90
0.97
1.00

US Stock Style Yearly Returns

Click on column header to sort data.

US STOCK STYLE - YEARLY RETURNS (%)
Last Update: 31 August 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022.
ETF 2022(*) 2021 2020 2019 2018 2017
US Mid Cap Blend
IJH 		-13.62 24.71 13.58 26.10 -11.18 16.26
US Small Cap Value
IJS 		-10.87 30.53 2.63 24.12 -12.84 11.35
US Mid Cap Value
VOE 		-8.83 28.76 2.59 27.84 -12.45 17.07
US Small Cap Blend
IJR 		-14.73 26.60 11.28 22.82 -8.49 13.15
US Mid Cap Growth
IJK 		-18.29 18.68 22.44 25.96 -10.52 19.64
US Large Cap Growth
VUG 		-25.22 27.34 40.22 37.03 -3.31 27.72
US Small Cap Growth
IJT 		-18.80 22.37 19.22 20.99 -4.39 14.47
US Large Cap Blend
SPY 		-16.18 28.74 18.37 31.22 -4.56 21.70
US Large Cap Value
VTV 		-7.25 26.51 2.26 25.65 -5.44 17.14
Stocks Bonds Commodities
(*)YTD - 31 August 2022

US Stock Style Drawdowns

US Stock Style Maximum Drawdowns, in last 5,10,30 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 August 2022
5Y
10Y
30Y
ETF Return DD Return DD Return DD
US Mid Cap Blend
IJH 		+51.45 -29.70 +190.29 -29.70 +2288.21 -49.45
US Small Cap Value
IJS 		+45.85 -40.32 +180.37 -40.32 +2257.92 -54.13
US Mid Cap Value
VOE 		+47.13 -31.25 +196.10 -31.25 +2225.99 -56.45
US Small Cap Blend
IJR 		+51.13 -36.12 +195.97 -36.12 +1991.27 -51.79
US Mid Cap Growth
IJK 		+48.10 -24.95 +177.39 -24.95 +1869.42 -48.22
US Large Cap Growth
VUG 		+90.02 -30.37 +276.67 -30.37 +1824.89 -53.58
US Small Cap Growth
IJT 		+52.02 -32.91 +198.86 -32.91 +1674.49 -51.05
US Large Cap Blend
SPY 		+74.24 -19.98 +238.58 -19.98 +1569.07 -50.80
US Large Cap Value
VTV 		+57.32 -25.07 +203.05 -25.07 +1428.72 -54.78
Stocks Bonds Commodities
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