Value vs. Growth: A 30-Year Review
May 28, 2020
By Craig L. Israelsen, PhD
Whenever the topic of portfolio design is discussed, you can be sure that the issue of value versus growth investing will come up, particularly since one of the primary distinctions between mutual funds and ETFs is growth versus value. So let’s look at the actual results of value and growth U.S. stock market indexes and mutual fund averages.