Value versus Growth Comparison
A strong month for the averages. Value continued to outperform growth as many of the big tech stocks announced layoffs this month.
With 2022 over and value clearly trouncing growth, shifting to a year to date performance.
The market of large cap US stocks (S&P 500) since the end of December, 2022: (as of 1/31/2023)
iShares Core S&P U.S. Value ETF (IUSV) price at close 12/30/2022: 70.63
Total Dividends to Date: 0.00
Annual Dividend Yield: Current 2.22%
Adjusted cost basis: 70.63
Close 1/31: 75.77
2023 YTD Return: 7.3%
iShares Core S&P U.S. Growth ETF (IUSG) price at close 12/30/2022: 81.52
Total Dividends: 0.00
Annual Dividend Yield: Current 1.03%
Adjusted cost basis: 81.52
Close 1/31: 86.10
2023 YTD Return: 5.6%
iShares Core S&P 500 ETF (IVV) price at close 11/30/2021: 384.21
Total Dividends: 0.00
Annual Dividend Yield: Current 1.66%
Adjusted cost basis: 384.21
Close 1/31: 408.31
2023 YTD Return: 6.3%