-
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
Continue reading “4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1”