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”

Closed Position in Sweden Equities (EWD) 10-18-22

Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:

4 Best Foreign Small / Mid Cap ETFs to Own Long-Term

4 Best Foreign Large Cap ETFs to Own Long-Term

 

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”