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Asset Category (similar): International Developed ex-US Market
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Long-Term Performance: 7.39% CAGR
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Correlation to U.S. markets: 0.71
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S&P 500 Performance (US Large Cap Blend): 11.28% CAGR
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Back test timeframe: January 1986 – August 2021
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Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)
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Long-Term Performance: 6.71% CAGR
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Correlation to U.S. Markets: 0.87
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S&P 500 Performance: 10.67% CAGR
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Back test timeframe: September 2005 – August 2021
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Number of ETFs available in this asset class: 19
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Number of ETFs in this asset class that are 10-years old or older: 5
International Developed ex-US Market vs US Large Cap Blend: January 1986 – August 2021
EFG vs SPY: September 2005 – August 2021
EFG vs SPY: August 5, 2005 – September 1, 2021
The Deep Value ETF Accumulator rankings for the 5 oldest Foreign Large Cap Growth ETFs:
The 4 top ranked Foreign Large Cap Growth ETFs head-to-head comparisons:
AADR vs DNL vs PIZ vs EFG: August 2010 – August 2021
AADR vs DNL vs PIZ vs EFG vs IDHQ: July 21, 2010 – September 1, 2021
Stated objectives of the 4 top ranked Foreign Large Cap Growth ETFs:
AADR – The AdvisorShares Dorsey Wright ADR ETF (Ticker: AADR) is an actively managed strategy that seeks long-term capital appreciation using a technical, systematically-driven investment approach that seeks to outperform international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. AADR is managed by Dorsey, Wright & Associates, LLC, a firm renowned for their core philosophy of relative strength investing, which AADR’s investment focus follows. Relative strength investing involves buying securities that have appreciated in price more than the other securities in their investment universe and holding those securities until they exhibit sell signals. AADR’s investment process is purely systematic and removes any human emotion from the day-to-day decision making. In implementing AADR’s strategy, Dorsey Wright measures relative strength across both macroeconomic sector and international equity models and then takes an unconstrained approach to selecting securities for its international portfolio. The investment strategy does not give consideration to the allocation between developed and emerging markets, and will allocate between the two depending on global price trends.
DNL – WisdomTree Global ex‐U.S. Quality Dividend Growth Fund** seeks to track the investments results of dividend-paying companies with growth characteristics in developed and emerging equity markets, ex-U.S. Gain exposure to targeted developed international and emerging markets, ex-U.S. equity from dividend growing companies with quality and growth characteristics. Use to replace global ex-U.S. passive or active or dividend oriented active managers.
PIZ – The Invesco DWA Developed Markets Momentum ETF (Fund) is based on the Dorsey Wright® Developed Markets Technical Leaders Index (Index). The Fund will generally invest at least 90% of its total assets in securities of developed economies within Dorsey Wright & Associates’ classification definition, as well as American depositary receipts (ADRs) and global depositary receipts (GDRs) based on securities in the Index. This Index includes approximately 100 companies from the Nasdaq Developed Markets Ex United States Index that possess powerful relative strength characteristics and are domiciled in developed markets including, but not limited to Australia, Canada, Finland, France, Germany, Hong Kong, Italy, Japan, Norway, Portugal, Singapore, Spain and Switzerland. The Index excludes US companies listed on a US stock exchange. The Index is computed using the net return, which withholds applicable taxes for non-resident investors. The Fund and the Index are rebalanced and reconstituted quarterly.
EFG – The iShares MSCI EAFE Growth ETF seeks to track the investment results of an index composed of developed market equities, excluding the U.S. and Canada, that exhibit growth characteristics. Exposure to a broad range of companies in Europe, Australia, Asia, and the Far East whose earnings are expected to grow at an above-average rate relative to the market. Access to a specific category of EAFE stocks. Use to tilt an international stock allocation towards growth stocks.
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 article on Foreign Large Cap Growth ETFs:
4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4
Disclosure: We currently own shares of AADR and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform your 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.