I'm a bit surprised. I don't even consider historical results but if I did, I'd be looking for long term success - at 25-30 years, performance starts to get interesting.Look, hate to put it this way, no one cares about the inception to current performance but the most recent 1-3-5 year performance. As I pointed out in the posts above. FDVV has outperformed the S&P 500 rather handily on such basis both on a rolling and calendar-year basis. Once again, it's so beguiling why some would go all the way back 8 years to judge an ETF when most people care how it did the last 5 years. It underperformed the first few months. So?Yup. Taking the maximum time frame available (Sep 2016 to today), VOO outperforms. So not sure why one would assign special prominence to FDVV.When I backtest FDVV vs. VOO using Portfolio Visualizer, from 2017 through today, VOO wins. Only when I change the start year to 2021 does FDVV win. That's not enough time for me to conclude "yes, FDVV is the superior fund."
Statistics: Posted by jebmke — Mon Aug 26, 2024 7:51 am