Tag: DLS

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5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7

  • Asset Class: International ex-U.S. Small Cap Equities

  • Long-Term Performance: 6.48% CAGR

  • Correlation to U.S. Markets: 0.75

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1995 – February 2024

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

  • Long-Term Performance: 4.61% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.39% CAGR

  • Back test timeframe: July 2006 – February 2024

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 11

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2024

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5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6

  • Asset Class: International ex-U.S. Small Cap Market

  • Long-Term Performance: 6.48% CAGR

  • Correlation to U.S. Markets: 0.75

  • U.S. Large Cap Blend Performance: 10.05% CAGR

  • Back test timeframe: January 1995 – April 2023

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

  • Long-Term Performance: 4.55% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.39% CAGR

  • Back test timeframe: July 2006 – April 2023

  • Number of ETFs available in this asset class: 22

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

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2023

DLS vs SPY: July 2006 – April 2023

DLS vs SPY: June 16, 2006 – May 5, 2023

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4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2

  • Asset Class: International ex-U.S. Small Cap Market

  • Long-Term Performance: 6.77% CAGR

  • Correlation to U.S. Markets: 0.74

  • U.S. Large Cap Blend Performance: 10.33% CAGR

  • Back test timeframe: January 1995 – April 2022

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

  • Long-Term Performance: 4.73% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.83% CAGR

  • Back test timeframe: July 2006 – April 2022

  • Number of ETFs available in this asset class: 21

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

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

DLS vs SPY: July 2006 – April 2022

DLS vs SPY: June 16, 2006 – May 6, 2022

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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

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3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.4

  • Asset Class: International Small Cap Value

  • Long-Term Performance: 12.62% 

  • US Large Cap Blend: 9.67% CAGR

  • Back test timeframe: 1928 – 2021

  • Number of ETFs available in this asset class: 8

  • Number of ETFs in this asset class that are 10-years old or older: 3

IFA Index Fund Advisors Asset Class Long Term Performance Chart (source):

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3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3

  • Asset Class: Foreign Small / Mid Value

  • Long-Term Performance: 5.97% (international ex-U.S. small cap)

  • S&P 500 Performance: 8.43% CAGR

  • Back test timeframe: June 1995  – April 2020

  • Number of ETFs available in this asset class: 11

  • Number of ETFs in this asset class that are 10-years old or older: 3

International Ex-U.S. Small Cap vs S&P 500: June 1995 – April 2020

The Deep Value ETF Accumulator rankings for the 3 oldest Foreign Small / Mid Value ETFs:

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Best Long-Term Performance Foreign Small/Mid Value ETFs 1.1

If you are considering investing in a Developed Markets Small/Mid Cap ETF, the choices are slim. Currently there are only 8 ETFs in this Morningstar category. Three of these ETFs have been available for ten years or longer. Those 3 ETFs will be the focus of this article. **I have not included IDHQ in the rankings in this article because I believe it is inaccurately labeled a Foreign Small/Mid Value ETF; it should be considered a Foreign Large Cap Growth ETF.**

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