Tag: EFA

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5 Best Foreign Large Cap ETFs to Own Long Term 2.8

  • IHDG – WisdomTree International Hedged Quality Dividend Growth Fund
  • HEFA – iShares Currency Hedged MSCI EAFE ETF
  • DBEF – Xtrackers MSCI EAFE Hedged Equity ETF
  • IPKW – Invesco International BuyBack Achievers™ ETF
  • DBAW – Xtrackers MSCI All World ex US Hedged Equity ETF

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Koyfin back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Testfol.io back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Portfolio Visualizer fund info

49 Foreign Large Cap ETFs included in this back test:

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Micah

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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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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

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The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5

  • The iShares MSCI Pacific ex Japan ETF (EPP) has a 20-year record of good returns
  • EPP has a relatively low U.S. market correlation of 0.81
  • EPP has nearly the same long-term performance of an S&P 500 ETF since November 2001
  • EPP has outperformed an EAFE index ETF by 3.42% CAGR since inception
  • EPP has outperformed a typical Asia/Pacific ETF by 1.91% CAGR since 2005
  • EPP has a current dividend yield of 4.44%

EPP vs SPY: November 2001 – March 2022

EPP vs SPY: October 26, 2001 – April 14, 2022

Continue reading “The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5”

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The Sweden ETF: 24 Years of Good Returns (EWD) 1.3

  • The iShares MSCI Sweden ETF (EWD) has a 24-year record of good returns
  • EWD has a low U.S. market correlation of 0.80
  • EWD has outperformed the oldest Europe ETF (IEV) by 1.24% CAGR since August 2000
  • EWD has outperformed the oldest EAFA index ETF (EFA) by 2.93% CAGR since September 2001
  • EWD has a current dividend yield of 4.55%

EWD vs SPY: May 1996 – March 2020

EWD vs SPY: May 1996 – March 2020

Continue reading “The Sweden ETF: 24 Years of Good Returns (EWD) 1.3”