4 Best Long-Term Performance International Large Cap Value ETFs 1.5

  • Asset Class: International ex-U.S. Value Equities

  • Long-Term Performance: 5.36% CAGR

  • Correlation to U.S. Markets: 0.79

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

  • Back test timeframe: January 1995 – November 2021

  • Oldest ETF back tested: iShares MSCI EAFE Value ETF (EFV)

  • Long-Term Performance: 3.11% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 10.58% CAGR

  • Back test timeframe: September 2005 – November 2021

  • Number of ETFs available in this asset class: 42

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

International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2021

EFV vs SPY: September 2005 – November 2021

EFV vs SPY: August 5, 2005 – December 14, 2021

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4 Best Long-Term Performance International Large Cap Value ETFs 1.4

  • Asset Class: International ex-U.S. Value Equities

  • Long-Term Performance: 5.18% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance: 10.29% CAGR

  • Back test timeframe: January 1995 – November 2020

  • Oldest ETF back tested: iShares MSCI EAFE Value ETF (EFV)

  • Long-Term Performance: 2.67% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 9.55% CAGR

  • Back test timeframe: September 2005 – November 2020

  • Number of ETFs available in this asset class: 35

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

International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2020

EFV vs SPY: September 2005 – November 2020

EFV vs SPY: August 5th, 2005 – December 4th, 2020

Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.4”