Switching Assets From IWM To VTI - Moving Up The Market-Cap Ladder
Source: SeekingAlpha
2026-03-09 14:18:41 ET
Introduction
Based on a feeling that large-cap ETFs like the SPDR® S&P 500® ETF ( SPY ) were too concentrated in their top holdings and looking at the following data that showed Small-cap stocks had better long-term returns, I overweighted the iShares Russell 2000 ETF ( IWM ) in my U.S. equity allocation....
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Switching Assets From IWM To VTI - Moving Up The Market-Cap Ladder
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