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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4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.85% CAGR 

  • Correlation to U.S. Markets: 0.71 

  • U.S. Large Cap Blend Performance: 10.89% CAGR

  • Back test timeframe: January 1986 – April 2022 

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA) 

  • Long-Term Performance: 5.13% CAGR 

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.46% CAGR

  • Back test timeframe: September 2001 – April 2022

  • Number of ETFs available in this asset class: 146

  • Number of ETFs in this asset class that are 10-years old or older: 28

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2022

EFA vs SPY: September 2001 – April 2022

EFA vs SPY: August 17, 2001 – April 29, 2022

Continue reading “4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2”

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SCHD Vs. VYM: Which Dividend ETF Is The Better Buy?

Summary

  • After years of underperforming the Schwab US Dividend Equity ETF, the Vanguard High Dividend ETF is now outperforming it.
  • To determine what this means for future performance we examine the differences in how their indexes are constructed, how their dividends compare, and the differences in their Sector Allocations.
  • We consider how rising rates will impact their appeal to investors and suggest the scenarios under which each ETF, or neither, would be a better investment.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4504694-schd-vs-vym-dividend-etf-better-buy?utm_source=stck.pro&utm_medium=referral

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4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – March 2022

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

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.60% CAGR

  • S&P 500 Performance: 7.44% CAGR

  • Back test timeframe: August 2000 – March 2022

  • Number of ETFs available in this asset class: 39

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2022

IJJ vs SPY: August 2000 – March 2022

IJJ vs SPY: July 28, 2000 – April 22, 2022

Continue reading “4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5”

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Is It Time to Pick Up Treasury Bond ETFs on the Cheap? (EDV)

The Treasuries market was pummeled after a spike in inflation dragged on real returns and a hawkish Federal Reserve hiked interest rates. The selling may have been overdone and investors could begin to pick up a bargain in Treasury bond exchange traded funds. Year-to-date, the Vanguard Extended Duration Treasury ETF (NYSEARCA: EDV) declined 18.2%, the SPDR […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/is-it-time-to-pick-up-treasury-bond-etfs-on-the-cheap

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The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5

  • The iShares MSCI Pacific ex Japan ETF (EPP) has a 20-year record of good returns
  • EPP has a relatively low U.S. market correlation of 0.81
  • EPP has nearly the same long-term performance of an S&P 500 ETF since November 2001
  • EPP has outperformed an EAFE index ETF by 3.42% CAGR since inception
  • EPP has outperformed a typical Asia/Pacific ETF by 1.91% CAGR since 2005
  • EPP has a current dividend yield of 4.44%

EPP vs SPY: November 2001 – March 2022

EPP vs SPY: October 26, 2001 – April 14, 2022

Continue reading “The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5”

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4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5

  • Asset Class: Trading – Leveraged Equity

  • Oldest ETF back tested: ProShares Ultra QQQ (QLD)

  • Long-Term Performance: 25.58% CAGR

  • S&P 500 Performance: 10.53% CAGR

  • Correlation to US Stock Market: 0.92

  • Back test timeframe: July 2006 – March 2022

  • Number of ETFs available in this asset class: 102

  • Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 28

WARNING! Leveraged ETFs are high risk complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 12 of the 28 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not long-term investment vehicles. Buyer beware!

QLD vs SPY: July 2006 – March 2022

QLD vs SPY: June 21, 2006 – April 8, 2021

Continue reading “4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5”

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Dividend ETF giant has attracted more 2022 capital than SPY, DIA, and QQQ (SCHD)

The Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD) generated serious attention during Q1, pulling in more capital than funds tied to the three major U.S. equity indices, as investors looked for stability amid a general slide in the overall stock market.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/news/3818937-dividend-etf-giant-attracts-more-2022-capital-than-spy-dia-and-qqq-as-q1-end-approaches

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SCHD’s Yearly Reconstitution Adds 14 New Stocks And Eliminates 13

Summary

  • SCHD’s index both rebalances and reconstitutes its holdings the second Friday in March. SCHD has been adjusting to the recent reconstitution.
  • It added 14 stocks. We look at EOG resources which was the largest new holding and at the sectors represented by the rest of the much smaller stocks added.
  • 13 stocks have been deleted. Several were spinoffs. The most significant deletion was Emerson Electric, which still looks like a fine investment but with a dropping yield.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4497130-schds-yearly-reconstitution-adds-14-new-stocks-and-eliminates-13

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4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1

  • Asset Class: International Small Cap Value

  • Long-Term Performance: 5.47% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR

  • Back test timeframe: January 1995 – February 2022

  • Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS) 

  • Correlation to U.S. Stock Market: 0.86

  • Long-Term Performance: 5.23% CAGR

  • S&P 500 Performance: 10.33% CAGR

  • Back test timeframe: July 2006 – February 2022

  • Number of ETFs available in this asset class: 10

  • Number of ETFs in this asset class that are 10-years old or older: 4

International Ex-U.S Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2022

DLS vs SPY: July 2006 – February 2022

DLS vs SPY: June 16, 2006 – March 21, 2022

Continue reading “4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1”