Medium-Low Risk
equity · 182 assets · $16.92T combined
Market overview
+19278% since 1973-02 · 182 assets, equal-weighted
DCA Backtest
- Invested
- $64,300
- Value today
- $3,221,647
- Return
- +4910.3%
- Months invested
- 643
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $161,137 today, so the real (inflation-adjusted) return is +1899.3%.
Lump sum instead — $64,300 all at once in Feb 1973: $12,459,855 (+19277.7%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jun 2026): $301.48 on $300 invested (+0.5%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
182 assets — showing first 100, search to narrow. Select up to 4 to compare.
- Medium-Low Risk(1.9/5)100% ratedApple Inc. AAPLequity · information technology, technology hardware, storage & peripherals
- Medium-Low Risk(2.1/5)80% ratedCisco CSCOequity · information technology, communications equipment
- Medium-Low Risk(2.2/5)80% ratedBank of America BACequity · financials, diversified banks
- Medium-Low Risk(2.0/5)80% ratedAbbVie ABBVequity · health care, biotechnology
- Medium-Low Risk(1.8/5)80% ratedApplied Materials AMATequity · information technology, semiconductor materials & equipment
- Medium-Low Risk(2.1/5)65% ratedLam Research LRCXequity · information technology, semiconductor materials & equipment
- Medium-Low Risk(2.2/5)60% ratedCaterpillar Inc. CATequity · industrials, construction machinery & heavy transportation equipment
- Medium-Low Risk(1.8/5)80% ratedChevron Corporation CVXequity · energy, integrated oil & gas
- Medium-Low Risk(2.0/5)80% ratedCoca-Cola Company (The) KOequity · consumer staples, soft drinks & non-alcoholic beverages
- Medium-Low Risk(2.2/5)80% ratedHome Depot (The) HDequity · consumer discretionary, home improvement retail
- Medium-Low Risk(1.9/5)80% ratedRTX Corporation RTXequity · industrials, aerospace & defense
- Medium-Low Risk(1.8/5)80% ratedWells Fargo WFCequity · financials, diversified banks
- Medium-Low Risk(2.1/5)80% ratedAmerican Express AXPequity · financials, consumer finance
- Medium-Low Risk(1.9/5)80% ratedPepsiCo PEPequity · consumer staples, soft drinks & non-alcoholic beverages
- Medium-Low Risk(1.9/5)80% ratedNextEra Energy NEEequity · utilities, multi-utilities
- Medium-Low Risk(2.1/5)80% ratedEaton Corporation ETNequity · industrials, electrical components & equipment
- Medium-Low Risk(2.0/5)80% ratedUnion Pacific Corporation UNPequity · industrials, rail transportation
- Medium-Low Risk(1.9/5)60% ratedDeere & Company DEequity · industrials, agricultural & farm machinery
- Medium-Low Risk(2.2/5)80% ratedWelltower WELLequity · real estate, health care reits
- Medium-Low Risk(2.2/5)80% ratedSalesforce CRMequity · information technology, application software
- Medium-Low Risk(1.8/5)80% ratedConocoPhillips COPequity · energy, oil & gas exploration & production
- Medium-Low Risk(1.8/5)80% ratedDanaher Corporation DHRequity · health care, life sciences tools & services
- Medium-Low Risk(2.1/5)60% ratedIntuitive Surgical ISRGequity · health care, health care equipment
- Medium-Low Risk(2.0/5)80% ratedParker Hannifin PHequity · industrials, industrial machinery & supplies & components
- Medium-Low Risk(2.1/5)80% ratedStryker Corporation SYKequity · health care, health care equipment
- Medium-Low Risk(2.2/5)80% ratedPrologis PLDequity · real estate, industrial reits
- Medium-Low Risk(2.2/5)80% ratedServiceNow NOWequity · information technology, systems software
- Medium-Low Risk(2.0/5)80% ratedFortinet FTNTequity · information technology, systems software
- Medium-Low Risk(2.0/5)80% ratedMedtronic MDTequity · health care, health care equipment
- Medium-Low Risk(2.1/5)80% ratedHowmet Aerospace HWMequity · industrials, aerospace & defense
- Medium-Low Risk(2.1/5)80% ratedBNY Mellon BNYequity · financials, asset management & custody banks
- Medium-Low Risk(2.0/5)80% ratedAutomatic Data Processing ADPequity · industrials, human resource & employment services
- Medium-Low Risk(1.9/5)80% ratedTrane Technologies TTequity · industrials, building products
- Medium-Low Risk(1.8/5)80% ratedSouthern Company SOequity · utilities, electric utilities
- Medium-Low Risk(2.1/5)80% ratedMcKesson Corporation MCKequity · health care, health care distributors
- Medium-Low Risk(2.1/5)80% ratedQuanta Services PWRequity · industrials, construction & engineering
- Medium-Low Risk(1.9/5)80% ratedPNC Financial Services PNCequity · financials, diversified banks
- Medium-Low Risk(2.1/5)60% ratedU.S. Bancorp USBequity · financials, diversified banks
- Medium-Low Risk(2.1/5)60% ratedMarsh McLennan MRSHequity · financials, insurance brokers
- Medium-Low Risk(1.9/5)60% ratedHCA Healthcare HCAequity · health care, health care facilities
- Medium-Low Risk(1.8/5)80% ratedCadence Design Systems CDNSequity · information technology, application software
- Medium-Low Risk(2.2/5)80% ratedElevance Health ELVequity · health care, managed health care
- Medium-Low Risk(2.0/5)80% ratedIntercontinental Exchange ICEequity · financials, financial exchanges & data
- Medium-Low Risk(2.2/5)60% ratedIllinois Tool Works ITWequity · industrials, industrial machinery & supplies & components
- Medium-Low Risk(1.9/5)80% ratedMoody's Corporation MCOequity · financials, financial exchanges & data
- Medium-Low Risk(2.0/5)80% ratedApollo Global Management APOequity · financials, asset management & custody banks
- Medium-Low Risk(1.8/5)80% ratedCintas CTASequity · industrials, diversified support services
- Medium-Low Risk(2.1/5)80% ratedFedEx FDXequity · industrials, air freight & logistics
- Medium-Low Risk(1.8/5)80% ratedEOG Resources EOGequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.1/5)80% ratedAon plc AONequity · financials, insurance brokers
- Medium-Low Risk(2.2/5)80% ratedHoneywell Technologies HONequity · industrials, industrial conglomerates
- Medium-Low Risk(1.9/5)60% ratedHilton Worldwide HLTequity · consumer discretionary, hotels, resorts & cruise lines
- Medium-Low Risk(2.2/5)80% ratedKinder Morgan KMIequity · energy, oil & gas storage & transportation
- Medium-Low Risk(2.1/5)80% ratedTarget Corporation TGTequity · consumer staples, consumer staples merchandise retail
- Medium-Low Risk(2.2/5)60% ratedPaccar PCARequity · industrials, construction machinery & heavy transportation equipment
- Medium-Low Risk(2.0/5)80% ratedAmerican Electric Power AEPequity · utilities, electric utilities
- Medium-Low Risk(2.0/5)80% ratedRepublic Services RSGequity · industrials, environmental & facilities services
- Medium-Low Risk(2.1/5)80% ratedCRH plc CRHequity · materials, construction materials
- Medium-Low Risk(2.1/5)80% ratedTeradyne TERequity · information technology, semiconductor materials & equipment
- Medium-Low Risk(2.1/5)80% ratedNucor NUEequity · materials, steel
- Medium-Low Risk(1.9/5)80% ratedW. W. Grainger GWWequity · industrials, industrial machinery & supplies & components
- Medium-Low Risk(1.9/5)60% ratedGarmin GRMNequity · consumer discretionary, consumer electronics
- Medium-Low Risk(2.0/5)60% ratedRealty Income Oequity · real estate, retail reits
- Medium-Low Risk(2.0/5)80% ratedNXP Semiconductors NXPIequity · information technology, semiconductors
- Medium-Low Risk(2.2/5)80% ratedOccidental Petroleum OXYequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.0/5)80% ratedSempra SREequity · utilities, multi-utilities
- Medium-Low Risk(2.1/5)80% ratedAutodesk ADSKequity · information technology, application software
- Medium-Low Risk(2.1/5)80% ratedBecton Dickinson BDXequity · health care, health care equipment
- Medium-Low Risk(2.2/5)80% ratedWabtec WABequity · industrials, construction machinery & heavy transportation equipment
- Medium-Low Risk(2.2/5)80% ratedDevon Energy DVNequity · energy, oil & gas exploration & production
- Medium-Low Risk(2.2/5)80% ratedXcel Energy XELequity · utilities, multi-utilities
- Medium-Low Risk(2.2/5)80% ratedFerguson Enterprises FERGequity · industrials, building products
- Medium-Low Risk(1.8/5)65% ratedMonster Beverage MNSTequity · consumer staples, soft drinks & non-alcoholic beverages
- Medium-Low Risk(1.9/5)80% ratedIdexx Laboratories IDXXequity · health care, health care equipment
- Medium-Low Risk(1.8/5)80% ratedPaychex PAYXequity · industrials, human resource & employment services
- Medium-Low Risk(2.1/5)80% ratedCBRE Group CBREequity · real estate, real estate services
- Medium-Low Risk(2.1/5)80% ratedPrudential Financial PRUequity · financials, life & health insurance
- Medium-Low Risk(2.1/5)80% ratedAgilent Technologies Aequity · health care, life sciences tools & services
- Medium-Low Risk(1.8/5)80% ratedYum! Brands YUMequity · consumer discretionary, restaurants
- Medium-Low Risk(2.1/5)60% ratedMSCI MSCIequity · financials, financial exchanges & data
- Medium-Low Risk(2.0/5)80% ratedWaters Corporation WATequity · health care, life sciences tools & services
- Medium-Low Risk(2.1/5)60% ratedD. R. Horton DHIequity · consumer discretionary, homebuilding
- Medium-Low Risk(2.2/5)80% ratedConsolidated Edison EDequity · utilities, multi-utilities
- Medium-Low Risk(2.2/5)80% ratedNetApp NTAPequity · information technology, technology hardware, storage & peripherals
- Medium-Low Risk(2.0/5)60% ratedVeeva Systems VEEVequity · health care, health care technology
- Medium-Low Risk(2.0/5)80% ratedSteel Dynamics STLDequity · materials, steel
- Medium-Low Risk(2.0/5)80% ratedHartford (The) HIGequity · financials, property & casualty insurance
- Medium-Low Risk(1.9/5)60% ratedIron Mountain IRMequity · real estate, other specialized reits
- Medium-Low Risk(2.0/5)80% ratedEmcor EMEequity · industrials, construction & engineering
- Medium-Low Risk(2.0/5)80% ratedM&T Bank MTBequity · financials, regional banks
- Medium-Low Risk(2.1/5)80% ratedVulcan Materials Company VMCequity · materials, construction materials
- Medium-Low Risk(2.1/5)80% ratedHuntington Bancshares HBANequity · financials, regional banks
- Medium-Low Risk(1.8/5)60% ratedWEC Energy Group WECequity · utilities, electric utilities
- Medium-Low Risk(1.9/5)80% ratedResMed| RMDequity · health care, health care equipment
- Medium-Low Risk(2.0/5)80% ratedCasey's CASYequity · consumer staples, food retail
- Medium-Low Risk(2.1/5)80% ratedCboe Global Markets CBOEequity · financials, financial exchanges & data
- Medium-Low Risk(2.2/5)80% ratedAmeren AEEequity · utilities, multi-utilities
- Medium-Low Risk(2.0/5)80% ratedQnity Electronics Qequity · information technology, semiconductor materials & equipment
- Medium-Low Risk(1.9/5)80% ratedDTE Energy DTEequity · utilities, multi-utilities
- Medium-Low Risk(1.9/5)80% ratedXylem Inc. XYLequity · industrials, industrial machinery & supplies & components