Subject: Re: OT small caps
I would be interested to know what funds you used in your comparison. If I were going to add a SC fund to the LTBH portion of my portfolio, AVUV is one I would consider. But I could be missing better choices.
My list was:
63D Rank 200D 504D
SPY S&P 500 1 1 1
QLTY GMO US Quality 2 2 2
XMHQ Invesco S&P MC Qual 9 3 3
VBR* Vanguard SC Val 3 4 4
MDY S&P MC 400 3 5 7
PRFZ* Invesco FTSE RAFI US 6 6 5
IWM Russell 2K 7 7 6
SCHA* Schwab ab US SC 5 8 8
AVUV Avantis US SC Val 11 9 9
IJR* iShares S&P SC 10 10 10
IJS* iShares S&P 600 SC Val 8 11 11
* Those five were the ETFs named in the Morningstar piece (dated September 30th)
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