Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (29) |
Author: rayvt ✧🐝  😊 😞
Number: of 15063 
Subject: Re: So my question is…
Date: 05/04/2024 10:06 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
"If you like index investing, you can access the smaller cap stocks by purchasing IJR."
And if you want small cap GROWTH investing, you can access that in IJT. Which has outperformed small caps (and MI screens, cough) for some time.

Portfolio Visualizer says they have almost the same returns. (Aug 2000 - Apr 2024)

IJR 9.23%  iShares Core S&P Small-Cap ETF
IJT 8.90%  iShares S&P Small-Cap 600 Growth ETF
IJS 9.13%  iShares S&P Small-Cap 600 Value ETF
SPY 7.33%  SPDR S&P 500 ETF Trust

https://www.portfoliovisualizer.com/backtest-portf...

Although, since Jan 2009 SPY is best.
Also since Jan 2014, SPY beat the snot out of the others.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (29) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds