Financials
equity · 76 assets · $5.95T combined
Market overview
+9157% since 1973-10 · 76 assets, equal-weighted
DCA Backtest
- Invested
- $63,500
- Value today
- $1,342,498
- Return
- +2014.2%
- Months invested
- 635
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $155,095 today, so the real (inflation-adjusted) return is +765.6%.
Lump sum instead — $63,500 all at once in Oct 1973: $5,878,088 (+9156.8%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2025): $1,879 on $1,900 invested (-1.1%).
⚠ 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.
76 assets. Select up to 4 to compare.
- Medium-High Risk(2.5/5)60% ratedJPMorgan Chase JPMequity · financials, diversified banks
- Medium-Low Risk(2.2/5)80% ratedBank of America BACequity · financials, diversified banks
- Medium-High Risk(2.6/5)80% ratedMorgan Stanley MSequity · financials, investment banking & brokerage
- High Risk(2.9/5)60% ratedGoldman Sachs GSequity · financials, investment banking & brokerage
- Medium-Low Risk(1.8/5)80% ratedWells Fargo WFCequity · financials, diversified banks
- Medium-High Risk(2.5/5)80% ratedCitigroup Cequity · financials, diversified banks
- Medium-Low Risk(2.1/5)80% ratedAmerican Express AXPequity · financials, consumer finance
- Medium-High Risk(2.4/5)80% ratedCharles Schwab Corporation SCHWequity · financials, investment banking & brokerage
- Medium-High Risk(2.7/5)80% ratedCapital One COFequity · financials, consumer finance
- Low Risk(1.7/5)80% ratedChubb Limited CBequity · financials, property & casualty insurance
- Medium-High Risk(2.3/5)80% ratedS&P Global SPGIequity · financials, financial exchanges & data
- High Risk(3.1/5)60% ratedProgressive Corporation PGRequity · financials, property & casualty insurance
- Medium-Low Risk(2.1/5)80% ratedBNY Mellon BNYequity · financials, asset management & custody banks
- High Risk(2.8/5)80% ratedBlackstone Inc. BXequity · financials, asset management & custody banks
- 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
- High Risk(3.0/5)65% ratedKKR & Co. KKRequity · financials, asset management & custody banks
- Medium-Low Risk(2.1/5)60% ratedMarsh McLennan MRSHequity · financials, insurance brokers
- Medium-Low Risk(2.0/5)80% ratedIntercontinental Exchange ICEequity · financials, financial exchanges & data
- 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-High Risk(2.4/5)60% ratedTravelers Companies (The) TRVequity · financials, property & casualty insurance
- Medium-Low Risk(2.1/5)80% ratedAon plc AONequity · financials, insurance brokers
- Medium-High Risk(2.4/5)80% ratedArthur J. Gallagher & Co. AJGequity · financials, insurance brokers
- Medium-High Risk(2.5/5)80% ratedAllstate ALLequity · financials, property & casualty insurance
- Medium-High Risk(2.5/5)80% ratedTruist Financial TFCequity · financials, diversified banks
- Medium-High Risk(2.6/5)80% ratedMetLife METequity · financials, life & health insurance
- High Risk(2.9/5)60% ratedAflac AFLequity · financials, life & health insurance
- Medium-High Risk(2.4/5)80% ratedNasdaq, Inc. NDAQequity · financials, financial exchanges & data
- Medium-High Risk(2.3/5)80% ratedFifth Third Bancorp FITBequity · financials, regional banks
- High Risk(2.8/5)60% ratedState Street Corporation STTequity · financials, asset management & custody banks
- Medium-High Risk(2.4/5)80% ratedPayPal PYPLequity · financials, transaction & payment processing services
- High Risk(2.8/5)60% ratedAmeriprise Financial AMPequity · financials, asset management & custody banks
- Medium-Low Risk(2.1/5)80% ratedPrudential Financial PRUequity · financials, life & health insurance
- Medium-Low Risk(2.1/5)60% ratedMSCI MSCIequity · financials, financial exchanges & data
- High Risk(2.8/5)80% ratedAmerican International Group AIGequity · financials, multi-line insurance
- Medium-Low Risk(2.0/5)80% ratedHartford (The) HIGequity · financials, property & casualty insurance
- Medium-Low Risk(2.0/5)80% ratedM&T Bank MTBequity · financials, regional banks
- Medium-Low Risk(2.1/5)80% ratedHuntington Bancshares HBANequity · financials, regional banks
- High Risk(3.2/5)60% ratedNorthern Trust NTRSequity · financials, asset management & custody banks
- Medium-High Risk(2.4/5)60% ratedRaymond James Financial RJFequity · financials, investment banking & brokerage
- Low Risk(1.7/5)60% ratedArch Capital Group ACGLequity · financials, property & casualty insurance
- Medium-High Risk(2.5/5)80% ratedWillis Towers Watson WTWequity · financials, insurance brokers
- Medium-High Risk(2.3/5)80% ratedCitizens Financial Group CFGequity · financials, regional banks
- Medium-Low Risk(2.1/5)80% ratedCboe Global Markets CBOEequity · financials, financial exchanges & data
- Medium-Low Risk(2.0/5)80% ratedFiserv FISVequity · financials, transaction & payment processing services
- Medium-Low Risk(2.2/5)80% ratedRegions Financial Corporation RFequity · financials, regional banks
- Medium-Low Risk(2.0/5)80% ratedCorpay CPAYequity · financials, transaction & payment processing services
- Medium-Low Risk(1.9/5)80% ratedCincinnati Financial CINFequity · financials, property & casualty insurance
- Medium-Low Risk(2.2/5)60% ratedW. R. Berkley Corporation WRBequity · financials, property & casualty insurance
- Medium-High Risk(2.5/5)80% ratedSynchrony Financial SYFequity · financials, consumer finance
- High Risk(2.8/5)80% ratedKeyCorp KEYequity · financials, regional banks
- High Risk(2.8/5)80% ratedPrincipal Financial Group PFGequity · financials, life & health insurance
- Medium-High Risk(2.3/5)60% ratedBrown & Brown BROequity · financials, insurance brokers
- Medium-High Risk(2.4/5)60% ratedT. Rowe Price TROWequity · financials, asset management & custody banks
- Medium-High Risk(2.6/5)80% ratedGlobal Payments GPNequity · financials, transaction & payment processing services
- Medium-Low Risk(2.1/5)80% ratedLoews Corporation Lequity · financials, multi-line insurance
- Medium-High Risk(2.6/5)80% ratedFidelity National Information Services FISequity · financials, transaction & payment processing services
- Medium-High Risk(2.6/5)80% ratedFranklin Resources BENequity · financials, asset management & custody banks
- Medium-High Risk(2.5/5)60% ratedEverest Group EGequity · financials, reinsurance
- High Risk(2.8/5)80% ratedInvesco IVZequity · financials, asset management & custody banks
- Medium-Low Risk(2.2/5)60% ratedAssurant AIZequity · financials, multi-line insurance
- Medium-Low Risk(2.0/5)80% ratedGlobe Life GLequity · financials, life & health insurance
- Medium-Low Risk(1.8/5)80% ratedJack Henry & Associates JKHYequity · financials, transaction & payment processing services
- Medium-Low Risk(1.9/5)80% ratedFactSet FDSequity · financials, financial exchanges & data
- Medium-High Risk(2.3/5)65% ratedAres Management ARESequity · financials, asset management & custody banks
- Medium-Low Risk(1.8/5)65% ratedBerkshire Hathaway BRK.Bequity · financials, multi-sector holdings
- Medium-Low Risk(2.2/5)80% ratedBlackRock BLKequity · financials, asset management & custody banks
- High Risk(3.0/5)80% ratedBlock, Inc. XYZequity · financials, transaction & payment processing services
- Medium-Low Risk(1.8/5)80% ratedCME Group CMEequity · financials, financial exchanges & data
- High Risk(3.1/5)80% ratedCoinbase COINequity · financials, financial exchanges & data
- Medium-Low Risk(2.1/5)65% ratedErie Indemnity ERIEequity · financials, insurance brokers
- Medium-Low Risk(2.2/5)60% ratedInteractive Brokers IBKRequity · financials, investment banking & brokerage
- Medium-Low Risk(1.9/5)80% ratedMastercard MAequity · financials, transaction & payment processing services
- Extreme Risk(3.7/5)60% ratedRobinhood Markets HOODequity · financials, investment banking & brokerage
- Partial 2.1/5(45%)Visa Inc. Vequity · financials, transaction & payment processing services