10/29/2025
About This Episode
📈 Table G-1b: Fine-Tuning Table — S&P 500 vs U.S. SCV Equity Portfolio Outperformance
Prepared by Daryl Balls, this 54-year comparison (1970–2024) demonstrates how small-cap value has consistently outperformed the S&P 500 over time. The two rightmost columns — highlighting rolling 15-year and 20-year outperformance — are especially compelling, showing that even after periods of apparent weakness, SCV regains its strength.
➡️ Explore Table G-1b: Fine-Tuning S&P vs SCV
📉 Tables B1, H2, H2A, and D1.4: Core Bootcamp Comparisons
From the Foundation’s Sound Investing Bootcamp series, these tables reveal how diversified equity portfolios have performed versus the S&P 500, both in accumulation and distribution phases. They help investors see that broad diversification — especially adding small-cap value — historically improves returns and risk-adjusted outcomes.
- Table B1: All-Equity Portfolio Returns by Asset Class (1928–2024)
- Table H2: 60/40 Portfolio Distribution Outcomes (1970–2024)
- Table H2A: All-Equity Portfolio Distribution Outcomes (1970–2024)
- Table D1.4: Historical Equity Premiums and Drawdowns
Paul, Chris, and Daryl explain that small-cap value premiums come in bursts — often following years of average performance. As Paul notes, SCV has had multiple 15- to 20-year stretches of breaking even with the S&P 500, followed by explosive 3- to 10-year “catch-up” periods that deliver outsized gains. The data in Table G-1b makes this clear: over 54 years, SCV continues to deliver a meaningful performance edge.
As Daryl reminds listeners, “those two columns on the right are powerful.” They show that long-term investors who remain patient — and maintain a disciplined exposure to small-cap value — have been well rewarded.
- Patience is the premium. Factor returns are unpredictable year to year, but history rewards persistence.
- Diversification is defense. Combining S&P 500 with small-cap value reduces regret during both booms and busts.
- Data over drama. The Foundation’s free tools, calculators, and tables are designed to help you make rational, informed choices for the long term.
🎧 Listen now on Spotify or YouTube to hear Paul, Chris, and Daryl discuss new tools like the Two Funds for Life Calculator , updates to the Best-in-Class ETF Recommendations , and their vision for the next generation of financial education.
Featured Tables and ChartsWhy Small-Cap Value Still Packs a PunchEducational Takeaways
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