U.S. Broad Market Value & Growth ETFs

Components Performance/Risk
Period Return
22.1%
Return Rank
Average
Risk Exposure
Low Risk

Benchmarked against the Russell 1000 Index ETF - iShares - our Broad Market  Value & Growth  ETF selection compares the two well-known investment styles in terms of performance and of volatility (risk exposure) of funds covering a wide range of market capitalizatons

  • 'mega cap'
  • top 200
  • Russell 1000
  • Core S&P (large and mid-capitalization)
  • 'large cap'

The analysis may be of special relevance in uncertain time

Style rotation is indicative of consensus views on market trends and you may note changing perceptions over time by adjusting the reference periods on the toolbar

Performance History
Components Performance/Risk
Weights by Sub Category
Sub Category Performance/Risk