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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rayvt 🐝  😊 😞
Number: of 21943 
Subject: Re: So my question is…
Date: 05/04/24 10:06 AM
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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

portfoliovisualizer.com - Backtest portfolio

Although, since Jan 2009 SPY is best.
Also since Jan 2014, SPY beat the snot out of the others.
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Members reply directly to rayvt here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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