Tag: emerging-markets

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Don’t Follow the Herd in Emerging Markets (DGS)

Investors often lean toward large-cap stocks, and that’s still true when they venture into emerging markets. Large-cap bias explains the popularity of funds linked to the MSCI Emerging Markets Index and comparable benchmarks. However, that bias isn’t paying off this year. Due to China’s regulatory crackdown that’s ensnared mostly large-cap companies, the MSCI Emerging Markets […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/dont-follow-the-herd-in-emerging-markets-2021-10-02

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WisdomTree Emerging Mkts Smallcap Dividend ETF (DGS) 03/24/2021 declared dividend $0.1086/sh (3.60% yield)

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) on 03/24/2021 declared a dividend of $ 0.1086 per share payable on March 30, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.3789 from last dividend Paid.

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) has paid dividends since 2007, has a current dividend yield of 3.5955500603% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/emerging-mkts-smallcap-divid-fd-wisdomtree-trust-nyse-dgs-declared-a-dividend-of-$0.1086-per-share/

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WisdomTree Emerging Markets SmallCap Dividend Fund: Ideal Conditions And Valuations (DGS)

Summary
  • This small-cap EM-themed ETF offers investors a dividend yield of almost 4%.
  • The efficiency ratio at 0.68% is on the higher side by general ETF standards but is in line with other EM-themed ETFs.
  • Holdings are well-diversified across stocks and sectors; dominant regions include Taiwan, Korea, and China all of whom have favorable economic prospects.

Emerging markets will double their share of global capital markets by 2030.

– Credit Suisse

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4390177-wisdomtree-emerging-markets-smallcap-dividend-fund-ideal-conditions-and-valuations

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WisdomTree Emerging Markets High Div ETF (DEM) 09/21/2020 declared dividend $0.94/sh (yield 4.92%)

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 09/21/2020 declared a dividend of $ 0.9400 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is an increase of $ 0.475 from last dividend Paid.

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 4.9224181175% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200921/emerging-markets-high-dividend-fd-wisdomtree-trust-nyse-dem-declared-a-dividend-of-$0.9400-per-share/

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WisdomTree Emerging Mkts Smallcap Div ETF (DGS) 09/21/2020 declared dividend $0.63/sh (yield 3.86%)

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) on 09/21/2020 declared a dividend of $ 0.6300 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is an increase of $ 0.05 from last dividend Paid.

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) has paid dividends since 2007, has a current dividend yield of 3.8568770885% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200921/emerging-mkts-smallcap-divid-fd-wisdomtree-trust-nyse-dgs-declared-a-dividend-of-$0.6300-per-share/

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Accumulated Thailand Equities Today (THD) 2-18-20

Today we accumulated more shares of the iShares MSCI Thailand ETF (THD). This is an odd buy for us because we are going to sell this position in the future. We don’t sell at a loss, ever. So, even though we will eventually close this position, we are sticking to our plan of bringing down the cost basis in positions we own. In the meantime we may collect a dividend or 2 from it. THD is still a good single-country emerging market ETF, but we have determined that we would rather own diversified emerging market funds such as DGS & DEM. You can read why we invest in DGS & DEM right here: Best Long-Term Performance Diversified Emerging Markets ETFs 1.2

 

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Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3

  • The iShares MSCI Brazil ETF (EWZ) has outperformed an S&P 500 index fund by 1.26% CAGR over the last 19 years
  • This is a single-country emerging market ETF which means it carries more risk than a diversified emerging market fund
  • This article will explore some of the risks and rewards of owning this ETF

EWZ vs S&P 500 index fund: August 2000 – September 2019

Source: https://www.portfoliovisualizer.com/ Continue reading “Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3”

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Emerging Markets Are Cheap: This Dividend-Weighted ETF May Beat The Cap-Weighted Index (DGS, DEM)

Summary
  • By all measures emerging market value is the cheapest major asset class as demonstrated in the famous GMO bar chart of asset classes.
  • The quantitative and value-based GMO view is affirmed by a comparison of Vanguard’s emerging markets fund to Vanguard ETFs representing several other asset classes.
  • Emerging value must be backed into by using factors such as high dividend yield and avoiding cap weighting; comparison to Vanguard emerging suggests three funds for consideration.
  • The risks of emerging markets differ from those of other asset classes, but the risks are well known; I suggest reducing China risk with strategies deemphasizing its large tech/internet stocks.
  • The right allocation for emerging value depends upon individual perspective on risk. Around 10% is conservative, but at current valuations up to 20% is OK for an informed risk taker.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4296224-emerging-markets-cheap-dividend-weighted-etf-may-beat-cap-weighted-index

 

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Is the Mexico ETF Worth the Risk? (EWW) 1.3

  • The iShares MSCI Mexico ETF (EWW) has been available for 23 years
  • EWW has spent most of that time outperforming US Large Cap Blend equities, but currently trails the S&P 500 by 0.79% CAGR
  • The Mexican economy is the 15th largest by GDP
  • Mexico is the 10th largest country by population
  • Is the Mexico ETF (EWW) worth the risk?

EWW vs S&P 500 Index Fund: May 1996 – August 2019


Source: https://www.portfoliovisualizer.com/

EWW vs SPY: March 18, 1996 – September 13, 2019

Source: https://www.koyfin.com/home Continue reading “Is the Mexico ETF Worth the Risk? (EWW) 1.3”

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Best Long-Term Performance Diversified Emerging Markets ETFs 1.2

  • The largest and one of the oldest Diversified Emerging Markets ETFs has outperformed an S&P 500 index fund by 0.95% CAGR over the last 16 years
  • One older Emerging Markets index mutual fund has outperformed an S&P 500 index fund by 2.57% CAGR over the last 20 years
  • The Emerging Markets asset class has been the #1 or #2 best performing equity asset class in 7 of the last 15 years
  • Emerging Market equities are generally riskier and more volatile.
  • Diversified Emerging Markets ETFs can help investor diversify into these markets with less risk
  • There are 79 ETFs available in the Morningstar category “Diversified Emerging Markets”. 12 of these funds have been available for 10 years or longer

The iShares MSCI Emerging Markets ETF (EEM) is the largest and one of the oldest available ETFs in the Emerging Markets asset class. It was launched on April 7, 2003. Since that time, EEM has had a compounded rate of return of 10.39%. An S&P 500 index fund returned 9.44% CAGR over the same period. This outperformance came with a price though, and that price is called volatility. In the case of EEM, it’s standard deviation (a measure of volatility) was 21.97% while the S&P 500 was only 13.38% (lower mean less volatility). Other ways to demonstrate how this volatility (risk) relates to performance (reward) are the Sharpe and Sortino ratios. Typically, the higher these ratios, the better the risk vs reward ratio. In the chart below, the S&P 500 funds’ Sharpe & Sortino ratios are both higher than EEM. So, with all this additional risk, why should long-term investors consider allocating part of their equity portfolio to Diversified Emerging Markets? My answer is diversification. Diversification has oft been quoted as the “only free lunch in investing”. As a long-term investor and an investment blogger, I have made it my mission to find and invest in as many different equity asset classes as possible without degrading long-term performance. Diversified Emerging Market funds can be  a useful component in a worldwide equity portfolio because they have the potential to lift long-term performance while simultaneously reducing overall risk. The risk reduction can be found in this asset class’ correlation to U.S. Markets. Once again, referring to the chart below, this asset class has a correlation to U.S. Markets of 0.79. This is a favorable number, because the lower the number, the lower the correlation to U.S. Markets, so long as the asset class does not perform poorly long-term.

EEM vs S&P 500 index fund: May 2003 – March 2019

Source: https://www.portfoliovisualizer.com/

EEM vs SPY: April 11, 2003 – April 21, 2019

Source: https://www.koyfin.com/home

Continue reading “Best Long-Term Performance Diversified Emerging Markets ETFs 1.2”

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Is the Thailand ETF Worth the Risk? (THD) 1.1

  • The iShares MSCI Thailand ETF (THD) is a broadly diversified single country emerging market ETF
  • THD has a good but relatively short performance history; inception date March 26, 2008
  • Thailand is still considered an emerging market economy, but it has consistently improved living and economic conditions since the 1980’s
  • Thailand is the 50th largest country and the 21st most populous
  • Thailand is currently ranked 20th by GDP
  • Thailand is ranked 53rd in the Heritage.org Economic Freedom index

THD vs SPY: March 28, 2008 – January 6, 2019

Source: https://www.koyfin.com/home

Continue reading “Is the Thailand ETF Worth the Risk? (THD) 1.1”

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WisdomTree ETFs declares quarterly distributions (DEM)

WisdomTree Dynamic Currency Hedged Japan Equity Fund (BATS:DDJP) – $0.12982.

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (BATS:DDLS) – $0.000.

WisdomTree Dynamic Currency Hedged International Equity Fund (BATS:DDWM) – $0.19682.

WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) – $0.22732 (YIELD 5.21%)

WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES) – $0.11592.

WisdomTree Global High Dividend Fund (NYSEARCA:DEW) – $0.40183.

WisdomTree Europe SmallCap Dividend Fund (NYSEARCA:DFE) – $0.32935.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419102-wisdomtree-etfs-declares-quarterly-distributions

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WisdomTree ETFs declares quarterly distributions (DGS)

WisdomTree Japan SmallCap Dividend Fund (NYSEARCA:DFJ) – $0.57958.

WisdomTree Emerging Markets Quality Dividend Growth Fund (NASDAQ:DGRE) – $0.17139.

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (NASDAQ:DGRS) – $0.15797.

WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) – $0.15630.

WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA:DGS) – $0.30777 (YIELD 4.83%)

WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund (BATS:DHDG) – $0.0000.

WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS) – $0.29831.

WisdomTree International MidCap Dividend Fund (NYSEARCA:DIM) – $0.36510.

WisdomTree U.S. LargeCap Dividend Fund (NYSEARCA:DLN) – $0.37385.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419107-wisdomtree-etfs-declares-quarterly-distributions

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The Excellent Long-Term Performance of The South Korea ETF (EWY) 1.2

  • The iShares MSCI South Korea ETF (EWY) has outperformed an S&P 500 index fund by 1.77% CAGR over the last 18 years
  • EWY is an excellent diversifier in a well constructed all-world equity portfolio with a relatively low correlation to U.S. Markets at 0.75
  • EWY is considered an Emerging Market fund and carries a similar standard deviation of 29.10%

EWY vs S&P 500 index fund: June 2000 – October 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “The Excellent Long-Term Performance of The South Korea ETF (EWY) 1.2”

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The Brazil ETF, a Risk Worth Taking? (EWZ) 1.2

Over the last 18 years, the iShares MSCI Brazil ETF (EWZ) and an S&P 500 index fund have both compounded at a rate of 6%. But, EWZ has experienced 2 ½ times more volatility during that time. So, why bother investing outside of the United States or a basic S&P 500 fund? I believe the best reason is correlation. The EWZ ETF has a relatively low correlation coefficient of 0.64. This correlation to U.S. Markets is very useful in building a worldwide equity portfolio that consistently has some components going up while others are going down. This volatility is also a gift to those who are willing to wait for deep downturns to buy shares. In the case of the Brazil ETF, that volatility will arise just about every election cycle.

The chart below makes EWZ look very risky, and it is. In fact, the standard deviation of EWZ is 35%, while it is only 14% in an S&P 500 index fund. Bottom line, if you don’t like volatility in your portfolio, a single country ETF, like EWZ, probably isn’t for you. On the other hand, investors who understand the benefits of volatility and arbitrage will typically see opportunity when observing a chart like this.

EWZ vs S&P 500 index fund: August 2000 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “The Brazil ETF, a Risk Worth Taking? (EWZ) 1.2”

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DEM: Why I’m Still A Strong Believer In This 4% Yielder

Summary

  • Emerging markets have been disappointing overall in 2018, but DEM has been a notable outperformer.
  • Its focus on mature dividend-paying companies has provided valuable downside protection in an unexpectedly bearish market.
  • History shows that when the P/E divergence between EM and the S&P 500 is as large as it is now, emerging markets have significantly outperformed over the subsequent five years.
  • Investors who are scared away from emerging markets based on recent performance and volatility could be making a big mistake.

Read the full article at Seeking Alpha right here:  https://seekingalpha.com/article/4209692-dem-still-strong-believer-4-percent-yielder

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The Mexico ETF – A Single Country Fund With A Good 22-Year Track Record (EWW) 1.2

  • A single country fund with a good 22-year track record
  • An emerging market ETF that has kept up with the returns of an S&P 500 index fund for over 2 decades
  • This fund provides a dividend that is currently 24% higher than the most popular S&P 500 ETF
  • The iShares MSCI Mexico ETF (EWW) has a relatively low correlation coefficient to U.S. Markets of 0.73

EWW vs S&P 500 index fund: May 1996 through September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “The Mexico ETF – A Single Country Fund With A Good 22-Year Track Record (EWW) 1.2”

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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

Continue reading “Best Long-Term Performance Emerging Markets ETFs 1.1”