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    Home » That's why the S&P 500 is expected to continue outperforming small-cap stocks
    Financial Market

    That's why the S&P 500 is expected to continue outperforming small-cap stocks

    ZEMS BLOGBy ZEMS BLOGJanuary 5, 2024No Comments4 Mins Read
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    Last year, the S&P 500 SPX returned 26.3%, but the Russell 2000 RUT small-cap index fell 16.9%, with dividends reinvested in both. Now take a look at the long-term returns of ETFs that track the two indexes:

    European Training Foundation

    3 years

    5 years

    10 years

    15 years

    20 years

    SPDR S&P 500 ETF

    32%

    101%

    206%

    570%

    516%

    iShares Russell 2000 ETF

    4%

    51%

    93%

    376%

    349%

    Source: Factset

    The SPDR S&P 500 ETF Trust SPY has significantly outperformed the iShares Russell 2000 ETF IWM for all periods.

    Some investors may point out that small caps are attractive because they trade at relatively cheap prices compared to the S&P 500. Mark Hulbert deflects this argument and explains why the S&P 500 is likely to continue to outperform the Russell 2000.

    ETF Cover: BlackRock leads ETF market share, but 2023 inflows suggest Vanguard is catching up

    More about the markets:

    How to survive a financial disaster

    Lynette Khalfani Cox immediately began building her own business after she was laid off from her job 20 years ago.

    Beth Pinsker

    Don't give up on your goals. That's advice from Lynette Khalfani Cox, author of Bounce Back: The Ultimate Guide to Financial Resilience, who explained to Beth Pinsker how she moved on after being laid off from her job 20 years ago.

    Microsoft is approaching Apple

    Getty Images

    Technology stocks saw a significant rebound during 2023, led by the “Gig Seven.” Here's how this group has performed, with dividends reinvested, since the end of 2021:

    “The Magnificent Seven” companies.

    tape

    Return 2024 until January 4

    Return 2023

    Return 2022

    Back since the end of 2021

    Apple company

    Camel,
    -0.58%

    -6%

    49%

    -26%

    4%

    Microsoft Corporation

    MSFT,
    -0.06%

    -2%

    58%

    -28%

    11%

    Alphabet Company Class A

    Google,
    -0.62%

    -2%

    58%

    -39%

    -6%

    Amazon.com Inc

    Amzan,
    +0.33%

    -5%

    81%

    -50%

    -13%

    Nvidia company

    ran out,
    +2.20%

    -3%

    239%

    -50%

    63%

    Meta Platforms Inc. Class A

    dead,
    +1.23%

    -2%

    194%

    -64%

    3%

    Tesla company

    TSLA,
    -0.06%

    -4%

    102%

    -65%

    -32%

    Source: Factset

    Emily Barry explains how Microsoft is narrowing the valuation gap with Apple.

    Ciara Lenane talks about how bond investors can get involved with the Magnificent Seven event in 2024.

    Continue reading:

    Deal news

    ARM Holdings is nearing an initial public offering that is expected to value the company at up to $54 billion. But New Constructs, an independent equity research firm, is warning investors to stay away from ARM Holdings, James Rogers reports.

    More news about mergers, acquisitions and corporate events:

    • Synopsys Closes to $35 Billion Acquisition of Ansys: Report

    • Disney says Blackwells Capital will nominate three people to its board of directors at its 2024 annual meeting

    Long term and short term for two commodities

    You might be surprised at how gold has performed as an investment since the turn of the century.

    Getty Images

    You might be surprised at how well gold has performed as an investment since the turn of the century, notes William Watts.

    Mira B explains: Siphong How the Middle East conflict could help American oil producers. It also explains why oil prices have not risen, despite conflict in the Middle East and transportation disruptions.

    is reading: Stop buying ExxonMobil and Occidental Petroleum stocks as oil prices expected to stagnate, analyst says

    Which housing market will be the hottest (or most pressing) in 2024?

    You might be surprised which cold-weather city made it to the top of Zillow's list of “Hottest Markets” for housing this year.

    More housing market coverage from Aarthi Swaminathan:

    Company News: Tesla loses the lead

    Tesla's latest sales volume numbers were the weakest for many electric vehicle stocks.

    Tesla company

    Tommy Kilgore compiles electric vehicle sales data, including Tesla ceding the top spot to that company.

    More company news from the ratings game:

    Money thrives in a world of conflict

    Quentin Futrell – The Moneyist – continues to help readers with tough financial (and family) questions:

    Another earnings season begins next week

    Illustration by MarketWatch/iStockphoto

    The largest US banks will begin the fourth-quarter earnings season next Friday.

    Steve Gelsey reports on what to expect for the big four US banks.

    Here's a look at the 20 largest U.S. banks, with two standing out by a key performance metric as the industry approaches turning the corner.

    Want more from MarketWatch? Sign up for this newsletter and others to get the latest news and tips about personal finance and investing.

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