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5 Best Foreign Small / Mid Cap ETFs to Own Long Term 2.8

  1. FYLD – Cambria Foreign Shareholder Yield ETF
  2. PDN – Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
  3. SCZ – iShares MSCI EAFE Small-Cap ETF
  4. FNDC – Schwab Fundamental International Small Equity ETF
  5. DLS – WisdomTree International SmallCap Dividend Fund

FYLD vs PDN vs SCZ vs FNDC vs DLS: Koyfin back test

FYLD vs PDN vs SCZ vs FNDC vs DLS: Testfol.io back test

FYLD vs PDN vs SCZ vs FNDC vs DLS: Portfolio Visualizer fund information:

Foreign Small / Mid Cap ETFs back tested in this analysis:

Thanks for reading the Deep Value ETF Investor blog.

Micah

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5 Best Foreign Large Cap ETFs to Own Long Term 2.8

  • IHDG – WisdomTree International Hedged Quality Dividend Growth Fund
  • HEFA – iShares Currency Hedged MSCI EAFE ETF
  • DBEF – Xtrackers MSCI EAFE Hedged Equity ETF
  • IPKW – Invesco International BuyBack Achieversâ„¢ ETF
  • DBAW – Xtrackers MSCI All World ex US Hedged Equity ETF

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Koyfin back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Testfol.io back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Portfolio Visualizer fund info

49 Foreign Large Cap ETFs included in this back test:

Thank you for visiting The Deep Value ETF Investor

Micah

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5 Best Gold ETFs to Hold Long Term 2.8

  1. IAUM – iShares® Gold Trust Micro
  2. GLDM – SPDR® Gold MiniShares
  3. AAAU –  Goldman Sachs Physical Gold ETF
  4. BAR – GraniteShares Gold Trust
  5. IAU – iShares Gold Trust

Universe of Gold ETFs back tested for this article:

Portfolio Visualizer fund information:

Koyfin back test: 

Testfol.io back test:

Thank for reading,

Micah (aka the Deep Value ETF Investor)

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Spotlight ETF: GLDM, the Low-Cost Gold Fund Leader

“State Street launched the GLDM ETF in 2018 to offer a more affordable and accessible alternative to GLD, which had become the largest gold ETF in the world and now boasts a massive $78 billion AUM. The goal behind introducing GLDM was to cater to cost-conscious retail investors and those with smaller portfolios who wanted exposure to gold but found the higher expense ratio and share price of GLD less accessible.”

Read the full article at ETF .  com:  https://www.etf.com/sections/features/spotlight-etf-gldm-low-cost-gold-fund-leader

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16 Leveraged Equity ETFs That Don’t Suck 2.8

16 Leveraged ETFs that have beat a non-leveraged S&P 500 fund for more than 10 years:

5 Best Performing Leveraged Equity ETFs 

  • 1 TQQQ – ProShares UltraPro QQQ
  • 2 TECL – Direxion Daily Technology Bull 3X Shares
  • 3 USD – ProShares Ultra Semiconductors
  • 4 SOXL – Direxion Daily Semiconductor Bull 3X Shares
  • 5 QLD – ProShares Ultra QQQ

Continue reading “16 Leveraged Equity ETFs That Don’t Suck 2.8”

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The Zacks Analyst Blog Highlights SMH, AIRR IAK, PWB and PPA

Invesco Aerospace & Defense ETF – Up 28.1%

“Invesco Aerospace & Defense ETF offers exposure to 56 companies involved in development, manufacturing, and operations, as well as provides support to U.S. defense, homeland security and aerospace. It tracks the SPADE Defense Index, charging 58 bps in annual fees from investors. Invesco Aerospace & Defense ETF has so far managed assets of $4.4 billion and has a Zacks ETF Rank #2.”

Continue reading at Zacks: https://www.zacks.com/stock/news/2350777/the-zacks-analyst-blog-highlights-smh-airr-iak-pwb-and-ppa 

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How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks (SYLD)

“Still, if you’re looking for expert help managing your investments, Cambria’s flagship fund, the Cambria Shareholder Yield ETF SYLD, has been among the best. The exchange-traded fund is one of the top-performing actively managed U.S. ETFs over the past five years, according to FactSet.”

Read the full article at MorningStar right here: https://www.morningstar.com/news/marketwatch/20241018267/how-this-money-managers-one-of-a-kind-fund-beats-the-market-without-nvidia-and-other-tech-stocks

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5 Best Natural Resources Sector ETFs to Own Long Term 2.8

  1. FIW – First Trust Water ETF
  2. RSPM – Invesco S&P 500® Equal Weight Materials ETF
  3. FXZ – First Trust Materials AlphaDEX® Fund
  4. PYZ – Invesco Dorsey Wright Basic Materials Momentum ETF
  5. PHO – Invesco Water Resources ETF

Koyfin Back Test:

Test Folio Back Test:

Portfolio Visualizer ETF Fund Information:

Universe of Natural Resources ETFs Back Tested:

Thanks for reading.

Micah McDonald (aka The Deep Value ETF Investor)

 

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An ETF Strategy for Deferring Embedded Gains

Cambria Investments is exploring a new strategy in the ETF space by soliciting seed capital from investors and financial advisors who want to defer embedded capital gains.

A decade in the making, the Cambria Tax Aware ETF (TAX) is coming together through a partnership with Cambria and ETF Architect that will be funding the new ETF through an exchange of outside portfolio investments.

Continue reading at Trading View: https://www.tradingview.com/news/etfcom:485f25408094b:0-an-etf-strategy-for-deferring-embedded-gains/

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Rethinking The Approach To Small-Cap Value Exposure

IJS: Rethinking The Approach To Small-Cap Value Exposure

Summary

  • IJS offers cheap exposure to undervalued small-cap U.S. stocks.
  • Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite.
  • IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.

continue read at SA: https://seekingalpha.com/article/4725526-ijs-rethinking-the-approach-to-small-cap-value-exposure

 

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The Deep Value ETF Accumulator Ends Posting to this Website Today 5-19-24

Hi all.

I am going to shut down my website in the near future.

I have quit creating new posts on my website as of today, but I will keep the website open indefinitely for the archives.

This style of investing has afforded me the opportunity to enter semi-retirement.

I will continue to invest in the same manner, but rather than posting about investments on this site, I will be utilizing my social media accounts.

X (aka Twitter): https://twitter.com/MicahMcDonald8

StockTwits: https://stocktwits.com/DeepValueETFAccumulator

Facebook: https://www.facebook.com/groups/1673150382719085

Thanks to all who have visited my website, much appreciated.

Micah

https://deepvalueetfaccumulator.com/

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5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7

XMMO vs FPX vs IMCG vs MDYG vs IJK

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.22% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.56% CAGR

  • Back test timeframe: January 1972 – April 2024

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 8.10% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.39% CAGR

  • Back test timeframe: August 2000 – April 2024

  • Number of ETFs available in this asset class: 36

  • Number of ETFs in this asset class that are 10-years old or older: 12

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2024

Continue reading “5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7”