Performance Year-To-Date {Value vs. Growth}

Today we continue our series of posts looking at year to date performance covering different parts of the market based on our own unique view of asset allocation.  Index performance is through October 4th 2017.  You can click on the chart above if you want to make it larger.  Performance chart is from Stockcharts.com, although the ETF selection is my own.  Also I believe the performance data shown above does not include dividends.  If I am correct then the total returns on these indices is actually better than what is shown above.

Today I want to continue showing a theme that growth has been doing better than value related ETFs.  Again this makes sense in a year where technology and international investing has been some of the best places to be.  One of the best places to look at this is the S&P 500 vs the Vanguard Growth ETF {symbol VUG}.  The S&P 500 is up nearly 15% through October 4th but VUG has outperformed that by nearly seven percentage points.  All across the board in terms of the indices we follow growth has thumped value in 2017.

Back Tuesday.

*Long in certain client and personal accounts SPY and VOT.  Short S&P 500 in a personal account as part of a separate individual strategy.  Positions can change at any time without notice on this blog or via any other form of electronic communication.