The Meb Faber Show · Friday, September 18, 2026
Roger Ibbotson highlights that small-cap stocks have historically outperformed large-cap stocks by nearly 1% annually, though their performance has been less pronounced in recent cycles. He notes a resurgence in small-cap interest in 2026.
“One of the things I wanted to mention, you know, small caps. Over the four history, there is that, you know, little outperformance.”
“But here we are again, 2026, we're getting a little little small cap mojo.”
“But certainly over the overall period, small caps have outperformed by almost 1% a year.”