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Asset Category: Foreign Small/Mid Blend
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Long-Term Performance: 6.54% CAGR
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Correlation to U.S. markets: 0.72
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S&P 500 Performance (US Large Cap Blend): 9.97% CAGR
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Back test timeframe: January 1995– July 2020
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Oldest ETF back tested: SPDR® S&P® International Small Cap ETF (GWX)
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Long-Term Performance: 2.04% CAGR
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S&P 500 Performance: 8.34% CAGR
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Back test timeframe: May 2007 – July 2020
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Number of ETFs available in this asset class: 9
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Number of ETFs in this asset class that are 10-years old or older: 4
Foreign ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – July 2020
GWX vs SPY: May 2007 – July 2020
GWX vs SPY: April 26, 2007 – August 21, 2020
The Deep Value ETF Accumulator rankings for the 4 oldest Foreign Small/Mid Blend ETFs:
The 4 top ranked Foreign Small/Mid ETFs head-to-head comparisons:
SCZ vs GWX vs SCHC vs VSS: February 2010 – July 2020
SCZ vs GWX vs SCHC vs VSS: January 14 2010 – August 21, 2020
Stated objectives of the 4 top ranked Foreign Small/Mid Blend ETFs:
SCZ – The iShares MSCI EAFE Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada. Exposure to small public companies in Europe, Australia, Asia, and the Far East. Access to a specific segment of the developed international stock market. Use to diversify an international stock allocation and express a view on small-cap stocks.
GWX – The SPDR® S&P® International Small Cap ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Developed Ex-U.S. Under USD2 Billion Index (the “Index”). Seeks to provide transparent access to developed small cap global markets outside the United States. To be included in the Index, a publicly listed company must have a total market capitalization between $100 million and $2 billion, and be located in a country that meets the BMI Developed World Series criteria.
SCHC – The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the FTSE Developed Small Cap ex US Liquid Index. A straightforward, low-cost fund offering potential tax-efficiency. The Fund can serve as part of the core of a diversified portfolio. Simple access to small-cap developed international equities. Provides developed international markets exposure with investments in South Korea and Canada.
VSS – Attempts to track the performance of the FTSE Global Small Cap ex US Index. Provides a convenient way to get broad exposure across developed and emerging non-U.S. small-cap equity markets around the world. Passively managed, using index sampling.
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Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Disclosure: We currently own shares of SCZ 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.