Last Update: 31 May 2023
US Small Cap or Large Cap? Value or Growth Investing?
The best performing investment in the last 30 years is US Large Cap Growth, that granded a +10.50% annualized return.
The worst is US Large Cap Value, with a +9.03% 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 |
-4.12% (VTV) |
0.46% (SPY) |
5.17% (VUG) |
| Medium |
-5.24% (VOE) |
-3.22% (IJH) |
-2.83% (IJK) |
| Small |
-3.66% (IJS) |
-1.67% (IJR) |
0.19% (IJT) |
Stock Style: 3 Months returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
-2.87% (VTV) |
5.86% (SPY) |
14.51% (VUG) |
| Medium |
-7.98% (VOE) |
-7.00% (IJH) |
-4.47% (IJK) |
| Small |
-12.06% (IJS) |
-9.41% (IJR) |
-6.71% (IJT) |
Stock Style: 6 Months returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
-6.58% (VTV) |
3.37% (SPY) |
14.18% (VUG) |
| Medium |
-9.16% (VOE) |
-5.75% (IJH) |
-4.67% (IJK) |
| Small |
-9.53% (IJS) |
-8.53% (IJR) |
-7.84% (IJT) |
Stock Style: 1 Year returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
-3.93% (VTV) |
2.92% (SPY) |
9.50% (VUG) |
| Medium |
-9.92% (VOE) |
-2.66% (IJH) |
-1.48% (IJK) |
| Small |
-8.86% (IJS) |
-7.27% (IJR) |
-5.98% (IJT) |
Stock Style: 3 Years returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
12.78% (VTV) |
12.87% (SPY) |
11.87% (VUG) |
| Medium |
12.79% (VOE) |
12.56% (IJH) |
8.59% (IJK) |
| Small |
16.33% (IJS) |
13.45% (IJR) |
10.23% (IJT) |
Stock Style: 5 Years returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
8.08% (VTV) |
10.94% (SPY) |
13.23% (VUG) |
| Medium |
5.51% (VOE) |
5.94% (IJH) |
5.25% (IJK) |
| Small |
3.20% (IJS) |
3.75% (IJR) |
3.66% (IJT) |
Stock Style: 10 Years returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
9.73% (VTV) |
11.90% (SPY) |
13.92% (VUG) |
| Medium |
8.57% (VOE) |
8.99% (IJH) |
8.72% (IJK) |
| Small |
8.10% (IJS) |
8.89% (IJR) |
9.17% (IJT) |
Stock Style: 30 Years returns
| Value | Blend | Growth | |
|---|---|---|---|
| Large |
9.03% (VTV) |
9.71% (SPY) |
10.50% (VUG) |
| Medium |
10.18% (VOE) |
10.50% (IJH) |
9.86% (IJK) |
| Small |
10.13% (IJS) |
9.76% (IJR) |
9.22% (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 May 2023
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 3Y: 5.77%
, 5Y: 3.81%
, 10Y: 2.68%
, 30Y: 2.51%
| Ticker | ETF | 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | 30Y(*)▾ |
|---|---|---|---|---|---|---|---|---|---|
|
VUG
|
US Large Cap Growth |
5.17
|
14.51
|
14.18
|
9.50
|
11.87
|
13.23
|
13.92
|
10.50
|
|
IJH
|
US Mid Cap Blend |
-3.22
|
-7.00
|
-5.75
|
-2.66
|
12.56
|
5.94
|
8.99
|
10.50
|
|
VOE
|
US Mid Cap Value |
-5.24
|
-7.98
|
-9.16
|
-9.92
|
12.79
|
5.51
|
8.57
|
10.18
|
|
IJS
|
US Small Cap Value |
-3.66
|
-12.06
|
-9.53
|
-8.86
|
16.33
|
3.20
|
8.10
|
10.13
|
|
IJK
|
US Mid Cap Growth |
-2.83
|
-4.47
|
-4.67
|
-1.48
|
8.59
|
5.25
|
8.72
|
9.86
|
|
IJR
|
US Small Cap Blend |
-1.67
|
-9.41
|
-8.53
|
-7.27
|
13.45
|
3.75
|
8.89
|
9.76
|
|
SPY
|
US Large Cap Blend |
0.46
|
5.86
|
3.37
|
2.92
|
12.87
|
10.94
|
11.90
|
9.71
|
|
IJT
|
US Small Cap Growth |
0.19
|
-6.71
|
-7.84
|
-5.98
|
10.23
|
3.66
|
9.17
|
9.22
|
|
VTV
|
US Large Cap Value |
-4.12
|
-2.87
|
-6.58
|
-3.93
|
12.78
|
8.08
|
9.73
|
9.03
|
Stocks
Bonds
Commodities
(*) annualized
Readings that may interest you
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 May 2023
Swipe left to see all data
| Asset |
VTV
|
SPY
|
VUG
|
VOE
|
IJH
|
IJK
|
IJS
|
IJR
|
IJT
|
|---|---|---|---|---|---|---|---|---|---|
|
VTV
|
-
|
0.90
|
0.68
|
0.96
|
0.92
|
0.90
|
0.89
|
0.88
|
0.85
|
|
SPY
|
0.90
|
-
|
0.94
|
0.91
|
0.93
|
0.95
|
0.86
|
0.89
|
0.91
|
|
VUG
|
0.68
|
0.94
|
-
|
0.75
|
0.81
|
0.85
|
0.72
|
0.78
|
0.83
|
|
VOE
|
0.96
|
0.91
|
0.75
|
-
|
0.98
|
0.96
|
0.95
|
0.95
|
0.92
|
|
IJH
|
0.92
|
0.93
|
0.81
|
0.98
|
-
|
0.99
|
0.97
|
0.98
|
0.97
|
|
IJK
|
0.90
|
0.95
|
0.85
|
0.96
|
0.99
|
-
|
0.93
|
0.96
|
0.97
|
|
IJS
|
0.89
|
0.86
|
0.72
|
0.95
|
0.97
|
0.93
|
-
|
0.99
|
0.95
|
|
IJR
|
0.88
|
0.89
|
0.78
|
0.95
|
0.98
|
0.96
|
0.99
|
-
|
0.98
|
|
IJT
|
0.85
|
0.91
|
0.83
|
0.92
|
0.97
|
0.97
|
0.95
|
0.98
|
-
|
| Asset |
VTV
|
SPY
|
VUG
|
VOE
|
IJH
|
IJK
|
IJS
|
IJR
|
IJT
|
|---|---|---|---|---|---|---|---|---|---|
|
VTV
|
-
|
0.93
|
0.76
|
0.97
|
0.94
|
0.90
|
0.90
|
0.91
|
0.88
|
|
SPY
|
0.93
|
-
|
0.95
|
0.92
|
0.93
|
0.94
|
0.85
|
0.89
|
0.91
|
|
VUG
|
0.76
|
0.95
|
-
|
0.77
|
0.83
|
0.88
|
0.72
|
0.79
|
0.84
|
|
VOE
|
0.97
|
0.92
|
0.77
|
-
|
0.97
|
0.93
|
0.94
|
0.94
|
0.91
|
|
IJH
|
0.94
|
0.93
|
0.83
|
0.97
|
-
|
0.98
|
0.96
|
0.98
|
0.97
|
|
IJK
|
0.90
|
0.94
|
0.88
|
0.93
|
0.98
|
-
|
0.90
|
0.94
|
0.96
|
|
IJS
|
0.90
|
0.85
|
0.72
|
0.94
|
0.96
|
0.90
|
-
|
0.99
|
0.94
|
|
IJR
|
0.91
|
0.89
|
0.79
|
0.94
|
0.98
|
0.94
|
0.99
|
-
|
0.98
|
|
IJT
|
0.88
|
0.91
|
0.84
|
0.91
|
0.97
|
0.96
|
0.94
|
0.98
|
-
|
| Asset |
VTV
|
SPY
|
VUG
|
VOE
|
IJH
|
IJK
|
IJS
|
IJR
|
IJT
|
|---|---|---|---|---|---|---|---|---|---|
|
VTV
|
-
|
0.93
|
0.78
|
0.96
|
0.92
|
0.88
|
0.88
|
0.88
|
0.85
|
|
SPY
|
0.93
|
-
|
0.95
|
0.92
|
0.92
|
0.92
|
0.82
|
0.85
|
0.86
|
|
VUG
|
0.78
|
0.95
|
-
|
0.79
|
0.82
|
0.87
|
0.70
|
0.75
|
0.79
|
|
VOE
|
0.96
|
0.92
|
0.79
|
-
|
0.97
|
0.92
|
0.92
|
0.92
|
0.89
|
|
IJH
|
0.92
|
0.92
|
0.82
|
0.97
|
-
|
0.98
|
0.95
|
0.96
|
0.95
|
|
IJK
|
0.88
|
0.92
|
0.87
|
0.92
|
0.98
|
-
|
0.89
|
0.93
|
0.95
|
|
IJS
|
0.88
|
0.82
|
0.70
|
0.92
|
0.95
|
0.89
|
-
|
0.99
|
0.94
|
|
IJR
|
0.88
|
0.85
|
0.75
|
0.92
|
0.96
|
0.93
|
0.99
|
-
|
0.98
|
|
IJT
|
0.85
|
0.86
|
0.79
|
0.89
|
0.95
|
0.95
|
0.94
|
0.98
|
-
|
| Asset |
VTV
|
SPY
|
VUG
|
VOE
|
IJH
|
IJK
|
IJS
|
IJR
|
IJT
|
|---|---|---|---|---|---|---|---|---|---|
|
VTV
|
-
|
0.95
|
0.82
|
0.94
|
0.90
|
0.80
|
0.85
|
0.80
|
0.76
|
|
SPY
|
0.95
|
-
|
0.96
|
0.88
|
0.91
|
0.87
|
0.81
|
0.81
|
0.80
|
|
VUG
|
0.82
|
0.96
|
-
|
0.77
|
0.84
|
0.87
|
0.72
|
0.76
|
0.77
|
|
VOE
|
0.94
|
0.88
|
0.77
|
-
|
0.93
|
0.81
|
0.90
|
0.84
|
0.79
|
|
IJH
|
0.90
|
0.91
|
0.84
|
0.93
|
-
|
0.95
|
0.93
|
0.94
|
0.91
|
|
IJK
|
0.80
|
0.87
|
0.87
|
0.81
|
0.95
|
-
|
0.84
|
0.92
|
0.93
|
|
IJS
|
0.85
|
0.81
|
0.72
|
0.90
|
0.93
|
0.84
|
-
|
0.96
|
0.90
|
|
IJR
|
0.80
|
0.81
|
0.76
|
0.84
|
0.94
|
0.92
|
0.96
|
-
|
0.98
|
|
IJT
|
0.76
|
0.80
|
0.77
|
0.79
|
0.91
|
0.93
|
0.90
|
0.98
|
-
|
US Stock Style Yearly Returns
Click on column header to sort data.
US STOCK STYLE - YEARLY RETURNS (%)
Last Update: 31 May 2023
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
| Ticker | ETF | 2023(*) | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
|
VUG
|
US Large Cap Growth |
24.60
|
-33.15
|
27.34
|
40.22
|
37.03
|
-3.31
|
|
IJH
|
US Mid Cap Blend |
-0.29
|
-13.10
|
24.71
|
13.58
|
26.10
|
-11.18
|
|
VOE
|
US Mid Cap Value |
-4.89
|
-7.95
|
28.76
|
2.59
|
27.84
|
-12.45
|
|
IJS
|
US Small Cap Value |
-3.26
|
-11.33
|
30.53
|
2.63
|
24.12
|
-12.84
|
|
IJK
|
US Mid Cap Growth |
1.51
|
-19.03
|
18.68
|
22.44
|
25.96
|
-10.52
|
|
IJR
|
US Small Cap Blend |
-1.99
|
-16.19
|
26.60
|
11.28
|
22.82
|
-8.49
|
|
SPY
|
US Large Cap Blend |
9.68
|
-18.17
|
28.74
|
18.37
|
31.22
|
-4.56
|
|
IJT
|
US Small Cap Growth |
-0.84
|
-21.32
|
22.37
|
19.22
|
20.99
|
-4.39
|
|
VTV
|
US Large Cap Value |
-3.39
|
-2.07
|
26.51
|
2.26
|
25.65
|
-5.44
|
Stocks
Bonds
Commodities
(*)YTD - 31 May 2023
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 May 2023
|
5Y
|
10Y
|
30Y
|
|||||
|---|---|---|---|---|---|---|---|
| Ticker | ETF | Return | DD | Return | DD | Return | DD |
|
VUG
|
US Large Cap Growth | +86.16 | -33.15 | +268.16 | -33.15 | +1899.86 | -53.58 |
|
IJH
|
US Mid Cap Blend | +33.45 | -29.70 | +136.43 | -29.70 | +1897.62 | -49.45 |
|
VOE
|
US Mid Cap Value | +30.76 | -31.25 | +127.49 | -31.25 | +1731.54 | -56.45 |
|
IJS
|
US Small Cap Value | +17.08 | -40.32 | +117.83 | -40.32 | +1708.24 | -54.13 |
|
IJK
|
US Mid Cap Growth | +29.15 | -25.49 | +130.62 | -25.49 | +1580.84 | -48.22 |
|
IJR
|
US Small Cap Blend | +20.22 | -36.12 | +134.45 | -36.12 | +1533.19 | -51.79 |
|
SPY
|
US Large Cap Blend | +68.06 | -23.93 | +207.86 | -23.93 | +1510.06 | -50.80 |
|
IJT
|
US Small Cap Growth | +19.68 | -32.91 | +140.45 | -32.91 | +1308.65 | -51.05 |
|
VTV
|
US Large Cap Value | +47.47 | -25.07 | +153.13 | -25.07 | +1238.21 | -54.78 |
Stocks
Bonds
Commodities
