Tag: DNL

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5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.91% CAGR 

  • Correlation to U.S. Markets: 0.73

  • U.S. Large Cap Blend Performance: 10.96% CAGR

  • Back test timeframe: January 1986 – February 2024

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)

  • Long-Term Performance: 5.52% CAGR

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.89% CAGR

  • Back test timeframe: September 2001 – February 2024

  • Number of ETFs available in this asset class: 157

  • Number of ETFs in this asset class that are 10-years old or older: 41

International Developed ex-US Market vs U.S. Large Cap Blend (S&P 500): January 1986 – February 2024

EFA vs SPY: September 2001 – February 2024

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7”

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5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.85% CAGR 

  • Correlation to U.S. Markets: 0.72 

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1986 – April 2023

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)

  • Long-Term Performance: 5.35% CAGR

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.18% CAGR

  • Back test timeframe: September 2001 – April 2023

  • Number of ETFs available in this asset class: 147

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

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023

EFA vs SPY: September 2001 – April 2023

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6”

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4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.85% CAGR 

  • Correlation to U.S. Markets: 0.71 

  • U.S. Large Cap Blend Performance: 10.89% CAGR

  • Back test timeframe: January 1986 – April 2022 

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA) 

  • Long-Term Performance: 5.13% CAGR 

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.46% CAGR

  • Back test timeframe: September 2001 – April 2022

  • Number of ETFs available in this asset class: 146

  • Number of ETFs in this asset class that are 10-years old or older: 28

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2022

EFA vs SPY: September 2001 – April 2022

EFA vs SPY: August 17, 2001 – April 29, 2022

Continue reading “4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2”

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4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1

  • Asset Category (similar): International Developed ex-US Market

  • Long-Term Performance: 7.39% CAGR

  • Correlation to U.S. markets: 0.71

  • S&P 500 Performance (US Large Cap Blend): 11.28% CAGR

  • Back test timeframe: January 1986 – August 2021

  • Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)

  • Long-Term Performance: 6.71% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 10.67% CAGR

  • Back test timeframe: September 2005 – August 2021

  • Number of ETFs available in this asset class: 19

  • 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

Continue reading “4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1”

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4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4

  • Asset Category: International Developed ex-US Market

  • Long-Term Performance: 6.85% CAGR

  • Correlation to U.S. markets: 0.71

  • S&P 500 Performance (US Large Cap Blend): 10.76% CAGR

  • Back test timeframe: January 1986 – August 2020

  • Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)

  • Long-Term Performance: 5.59% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 9.42% CAGR

  • Back test timeframe: September 2005 – August 2020

  • Number of ETFs available in this asset class: 17

  • Number of ETFs in this asset class that are 10-years old or older: 5

International Developed ex-US Markets vs US Large Cap Blend: January 1986 – August 2020

Continue reading “4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4”