Due to health issues, this site is no longer maintained and will be shut down shortly.

Small Versus Large Cap U.S. Stocks

Factor research has almost always concluded that over long periods of time, small cap stocks generally outperform large cap stocks. But there can be shorter periods of time where large cap stocks will outperform, as the stock market tends to go in cycles where certain investing styles work for a while and then they don't. Use this page to quickly view the current status of small cap versus large cap stocks. Let's look at IWM, which tracks the Russell 2000 Index, and IJR, which tracks the S&P Smallcap 600 Index:

Let's look at the price returns for key small cap ETFs:

ETF Description Average Volume 1 Month 3 Months 6 Months 9 Months 1 Year 2 Years 3 Years 5 Years Actions
IJRiShares Core S&P Small-Cap ETF5,541,013-10.40%-1.80%1.60%0.86%-14.16%-12.95%72.85%21.74%Analyze
IWMiShares Russell 2000 ETF38,546,573-10.05%-3.21%1.75%-2.76%-17.29%-19.70%54.81%11.03%Analyze
SPYSPDR S&P 500 ETF110,098,257-4.25%-0.69%-1.26%-4.78%-9.96%0.92%27.20%44.73%Analyze

2022 © Stock Market MBA, Inc. Terms of use | Privacy policy