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Asset Class: International Small Cap Value
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Long-Term Performance: 12.62%
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US Large Cap Blend: 9.67% CAGR
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Back test timeframe: 1928 – 2021
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Number of ETFs available in this asset class: 8
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Number of ETFs in this asset class that are 10-years old or older: 3
IFA Index Fund Advisors Asset Class Long Term Performance Chart (source):
The Deep Value ETF Accumulator rankings for the 3 oldest Foreign Small / Mid Value ETFs:
The 3 top ranked Foreign Small / Mid Value ETFs head-to-head comparisons:
PDN vs DLS vs DIM: October 2007 – February 2021
PDN vs DLS vs DIM: October 2007 – February 2021
Stated objectives of the 3 top ranked Foreign Small / Mid Cap Value ETFs:
PDN – The Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (the “Fund”) is based on the FTSE RAFI Developed ex U.S. Mid-Small 1500 Index (the “Index”). The Fund will generally invest at least 90% of its total assets in securities that comprise the Index as well as American depositary receipts (ADRs) and global depositary receipts (GDRs) that represent securities in the Index. The Index is designed to track the performance of small and mid-capitalization equities of companies in developed international markets (excluding the US), selected based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends. The equities are based on their fundamental strength and are weighted according to their fundamental scores. The Index is computed using the net return, which withholds applicable taxes for non-resident investors. The Fund and the Index are reconstituted annually.
DLS – WisdomTree International SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the developed world ex the U.S. and Canada. Gain exposure to developed international world, ex-U.S. and Canada small cap equity from dividend paying companies. Use to complement or replace international developed small cap broad based active and passive strategies. Use to satisfy demand for income and growth potential.
DIM – WisdomTree International MidCap Dividend Fund seeks to track the investment results of dividend-paying mid-cap companies in the developed world ex the U.S. and Canada. Gain exposure to developed international world, ex-U.S. and Canada mid cap equity from dividend paying companies. Use to complement or replace international developed mid cap broad based active and passive strategies. Use to satisfy demand for growth potential and income focus.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator articles on Foreign Small / Mid Cap Value ETFs:
3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3
Disclosure: We currently own shares of PDN, and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.