Tag: ADRE

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4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.4

  • Asset Class: Diversified Emerging Markets

  • Most Popular ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.79

  • Long-Term Performance: 10.89% CAGR

  • S&P 500 Performance: 10.32% CAGR

  • Back test timeframe: May 2003  – January 2021

  • Number of ETFs available in this asset class: 78

  • Number of ETFs in this asset class that are 10-years old or older: 14

EEM vs SPY: May 2003 – January 2021

EEM vs SPY: April 11, 2003 – February 5, 2021

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Best Long-Term Performance Emerging Markets ETFs 1.1

Have you considered investing some of your portfolio into Emerging Markets? If so, this article is meant to assist investors in finding the best long-term performance ETFs in the Morningstar category called “Diversified Emerging Markets”. While Emerging Markets have had a long history of great returns, there has also been a long dry spell in the last decade in this asset class. Many value investors have already assessed that reversion to the mean will occur in the future for this asset class, but do not know when. Those who choose to invest in Emerging Markets will no doubt have to endure some pain and significant volatility while holding funds dedicated to this market. Short term, we have little evidence in ETFs that Emerging Markets are lucrative investments. But, long-term, there is considerable evidence that Emerging Markets can be great long-term holdings in a worldwide equity portfolio.

ADRE vs S&P 500: December 2002 – June 2018

Source: https://www.portfoliovisualizer.com/backtest-portfolio

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