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Bob Carey
Chief Market Strategist
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  For You Purists Out There
Posted Under: Themes

 

View from the Observation Deck

  1. The S&P 500 Pure Growth Index is comprised of 117 companies. The factors used to select them include sales growth, earnings change to price and momentum. (S&P)
  2. The S&P 500 Pure Value Index is comprised of 128 companies. The factors used to select them include book value to price, sales to price and dividend yield. (S&P)
  3. Over the past 10 calendar years (2001-2010), the S&P 500 Pure Value Index outperformed the S&P 500 Pure Growth Index in 6 of the 10 years.
  4. Over the first 11 months of 2011, the S&P 500 Pure Growth Index posted a total return of 2.14%, compared to a loss of 0.35% for the S&P 500 Pure Value Index.
  5. For the 10-year period ended 11/30/11, the S&P 500 Pure Value Index’s average annual total return was 7.09%, compared to 5.41% for the S&P 500 Pure Growth Index, or an average of 168 basis points more per year for the S&P 500 Pure Value Index.
  6. The dividend yield on the S&P 500 Pure Value Index’s yield stood 116 basis points above the S&P 500 Pure Growth Index’s on 11/30/11 (1.99% vs. 0.83%).
Posted on Friday, December 02, 2011 @ 8:40 AM • Post Link Share: 
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These posts were prepared by First Trust Advisors L. P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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