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4 Best Long-Term Performance Utilities Sector ETFs 1.5

  • Asset Class: Utilities Sector

  • Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)

  • Correlation to U.S. Stock Market: 0.40

  • Long-Term Performance: 7.24% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 13

  • Number of ETFs in this asset class that are 10-years old or older: 8

XLU vs SPY: January 1999 – October 2021

XLU vs SPY: December 22, 1998 – November 12, 2021

Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.5”

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4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.5

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 10.49% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

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

  • Long-Term Performance: 10.30% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.65% CAGR

  • Back test timeframe: August 2000 – October 2021

  • Number of ETFs available in this asset class: 23

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

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

IJT vs SPY: August 2000 – October 2021

IJT vs SPY: July 28, 2000 – November 5, 2021

Continue reading “4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.5”

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4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.39% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.89% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.64% CAGR

  • Back test timeframe: February 1998 – October 2021

  • Number of ETFs available in this asset class: 117

  • Number of ETFs in this asset class that are 10-years old or older: 34

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

DIA vs SPY: February 1998 – October 2021

DIA vs SPY: January 20, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5”

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4 Best Long-Term Performance Energy Sector ETFs 1.5

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.65

  • Long-Term Performance: 6.54% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 24

  • Number of ETFs in this asset class that are 10-years old or older: 15

XLE vs SPY: January 1999 – October 2021

XLE vs SPY: December 22, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.5”

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4 Best Long-Term Performance Financials Sector ETFs 1.5

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 5.39% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 22

XLF vs SPY: January 1999 – October 2021

XLF vs SPY: December 22, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance Financials Sector ETFs 1.5”

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DGS: A Diversified Dividend Fund In Emerging Markets

Summary

  • DGS strategy and portfolio analysis.
  • Past performance vs. competitors.
  • Investment takeaway.

This dividend ETF review series aims at evaluating products regarding their past performance and their current portfolio quality.

DGS strategy and portfolio

The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has been tracking the WisdomTree Emerging Markets SmallCap Dividend Index since 10/30/2007. As of writing, it has a 764-stock portfolio, an SEC yield of 3.30% and a total expense ratio of 0.58%.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460998-dgs-diversified-dividend-fund-emerging-markets?utm_source=stck.pro&utm_medium=referral

 

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Closed Position in Consumer Staples Equities (RHS) 10-18-21

Today we closed our positions in the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS). Buy 120.73. Sell 154.71. I have no problem with this fund, as it is still a good fund; we’ve just decided to move this position into a Small Cap Consumer Staples fund, the Invesco S&P SmallCap Consumer Staples ETF (PSCC). Read why we invest in the consumer staples sector right here:  4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5 

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4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5

  • Asset Class: Consumer Staples Sector (aka Consumer Defensive Sector)

  • Oldest ETF back tested: The Consumer Staples Select Sector SPDR® Fund (XLP)

  • Correlation to U.S. Stock Market: 0.59

  • Long-Term Performance: 6.58% CAGR

  • S&P 500 Performance: 7.58% CAGR

  • Back test timeframe: January 1999 – September 2021

  • Number of ETFs available in this asset class: 13

  • Number of ETFs in this asset class that are 10-years old or older: 9

XLP vs SPY: January 1999 – September 2021

XLP vs SPY: December 22, 1999 – October 15, 20201

Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5”

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SPEM: Cheap China-Heavy EM Fund For The Long Haul

Summary

  • SPEM offers exposure to a diversified basket of EM securities in exchange for just 11 bps, with a dividend yield close to 2%.
  • The Chinese equities have around 35.5% weight in the portfolio, while Hong Kong-listed stocks account for 2.2%. Indian stocks are in second place with a 16% share of the AUM.
  • Large exposure to China has dented its YTD returns.
  • The ETF Grades illustrate that with its small fees and low turnover (factored in the Risk grade), SPEM definitely has an edge over its peers.
  • Investors seeking cheap low-turnover EM strategy for the long haul should pay attention to SPEM.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460187-spem-cheap-china-heavy-em-fund-for-long-haul?utm_source=stck.pro&utm_medium=referral

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EWY: South Korean Equities Are Probably Undervalued

Summary

  • South Korea’s macroeconomic backdrop is positive.
  • While near-term risks remain in global supply chains and logistics, the South Korean won is probably undervalued, while the country’s exports remain strong, and forecast earnings growth rates are high.
  • I think that South Korean stocks have suffered from a short-term negative shift in sentiment which will probably not hold for long.
  • At present prices, I think forward returns of about 10% per annum are possible here.
  • Over a shorter period of time, I think returns of more than 10% (annualized) are possible in a valuation repricing of EWY and/or the South Korean won.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4459276-ishares-ewy-etf-south-korean-equities-probably-undervalued

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The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.5

  • The iShares MSCI South Korea ETF (EWY) has a 21-year history of good returns

  • EWY has a relatively low U.S. market correlation of 0.73

  • EWY has outperformed an S&P 500 ETF by 0.79% CAGR since June 2000

  • EWY has a current 12-month trailing dividend yield of 0.78%

EWY vs SPY: June 2000 – September 2021

EWY vs SPY: May 12, 2000 – October 8, 2021

Continue reading “The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.5”

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Don’t Follow the Herd in Emerging Markets (DGS)

Investors often lean toward large-cap stocks, and that’s still true when they venture into emerging markets. Large-cap bias explains the popularity of funds linked to the MSCI Emerging Markets Index and comparable benchmarks. However, that bias isn’t paying off this year. Due to China’s regulatory crackdown that’s ensnared mostly large-cap companies, the MSCI Emerging Markets […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/dont-follow-the-herd-in-emerging-markets-2021-10-02

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

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

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • 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 2021

Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5”