ETF Battles: IJR vs. IWM - Which Small Cap ETF is the Better Pick?

Поделиться
HTML-код
  • Опубликовано: 11 ноя 2024

Комментарии • 20

  • @charlieparks2015
    @charlieparks2015 2 года назад +1

    Spy/qqq makes sense for large caps. There seems to be more of relationship between them for small caps individual stocks makes more sense. The ETFs have way too many holdings between in correlated items.

  • @agro5083
    @agro5083 Год назад +1

    What an amazing channel! Learning a lot

    • @etfguide
      @etfguide  Год назад

      Great you found us! Don’t forget to subscribe. Best, Ron

  • @Javier_Jimenez71
    @Javier_Jimenez71 4 года назад +3

    Here’s a weird one: VTI vs SCHB vs ONEQ in a broad market rumble.

    • @etfguide
      @etfguide  4 года назад +1

      Actually, it's not a weird matchup request at all. All three ETF tickers are very linear because they are all broad equity funds. Thanks JJ!

  • @ldg1414
    @ldg1414 Год назад +1

    You all claimed IWM is the winner in past performance but Iwm and Ijr have been around for over 20 years and IJR beats it in performance by a loong shot.

    • @etfguide
      @etfguide  11 месяцев назад +1

      Correct. IJR has been the better performer.

  • @wread1982
    @wread1982 3 года назад +3

    Would you pick VB or IJR if you had only one choice for your portfolio? Thanks

    • @etfguide
      @etfguide  3 года назад +1

      Most investment advisors would probably pick VB because it's more diversified with over 1,500 small cap stocks. By comparison, IJR is just 600 small cap stocks. For costs, both VB and IJR have annual expense ratios in the same zip code of 0.05% to 0.06%.
      If it's my money, I'd go with IJR. Because it's got a smaller, juicier portfolio vs. the broader VB. If I'm investing in small caps, I'm looking for the high octane juice - not for a watered down drink.
      The formula of a tighter, more concentrated portfolio of small caps has worked well for IJR. At the time of this post, it's gain +327% vs. +316% for VB. Not a huge margin of victory, but still a victory nonetheless. If it's my money, I go with IJR all day long.
      I would also stay away from ETFs tied to the Russell 2000 small cap index, which is a sub-standard benchmark. IWM which tracks the R2000 is up just +265% over the past 15-year period as VB and IJR. That's over +60% of lost gains due to the the R2000's operational inefficiencies.
      Now wonder so many portfolio managers like to benchmark against the R2000 - because it's easier to beat a substandard yardstick vs. something harder like the S&P Small Cap 600. Take care, Ron

    • @wread1982
      @wread1982 3 года назад +1

      @@etfguide wow thank you for your answering and your time!! 😁 what about VIOO isn’t it the same as IJR?

    • @etfguide
      @etfguide  3 года назад +1

      @@wread1982 VIOO and IJR track the same index but IJR has a lower expense ratio and way more assets. The latter means IJR will likely have a tighter bid/ask spread thereby reducing trading costs for buying or selling the fund. RD

    • @wread1982
      @wread1982 3 года назад +1

      @@etfguide awesome thank you sir!! IJR for the win 😁

  • @VuNguyen-ju4vg
    @VuNguyen-ju4vg 4 года назад +1

    Can you do all 3 sp 500 etf

  • @mattohrenich
    @mattohrenich 4 года назад +3

    SCHE vs. VWO

    • @etfguide
      @etfguide  4 года назад

      FYI Matt, if you're into emerging markets please check out the EEM vs. VWO matchup. Here's the link and thanks for watching! #ETFBattles ruclips.net/video/8z-Q-sjvTew/видео.html

  • @paramedicsaversavingyourar8694
    @paramedicsaversavingyourar8694 4 года назад +2

    qyld vs nusi

    • @etfguide
      @etfguide  4 года назад +1

      Esoteric picks. How did you come up with them? Do you own any of them?

    • @paramedicsaversavingyourar8694
      @paramedicsaversavingyourar8694 4 года назад +1

      @@etfguide Income using covered calls on NASDAQ 100. Own QYLD, and only 1 share of NUSI to see how it tracks. NUSI also includes a put for downside protection (options collar). Thanks!

  • @Alan-hc6qi
    @Alan-hc6qi 2 года назад +1

    What is this ETF ESPN? Lol

    • @etfguide
      @etfguide  2 года назад +1

      Yes. The ESPN of ETFs. Lol! Ron