Author: Micah McDonald

Builder of the Deep Value ETF Accumulator published daily on http://StockTwits.com Retired USAF Crew Chief. Metrology tech at a lab deep in the Arctic Circle.
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Closed Position in Sweden Equities (EWD) 10-18-22

Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:

4 Best Foreign Small / Mid Cap ETFs to Own Long-Term

4 Best Foreign Large Cap ETFs to Own Long-Term

 

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4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.33% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.12% CAGR

  • Back test timeframe: January 1972 – September 2022

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.95% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.18% CAGR

  • Back test timeframe: August 2000 – September 2022

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2022

IJS vs SPY: August 2000 – September 2022

IJS vs SPY: July 28, 2000 – October 15, 2022

Continue reading “4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6”