Tag: foreign-small-cap

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5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6

  • Asset Class: International ex-U.S. Small Cap Market

  • Long-Term Performance: 6.48% CAGR

  • Correlation to U.S. Markets: 0.75

  • U.S. Large Cap Blend Performance: 10.05% CAGR

  • Back test timeframe: January 1995 – April 2023

  • Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)

  • Long-Term Performance: 4.55% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.39% CAGR

  • Back test timeframe: July 2006 – April 2023

  • Number of ETFs available in this asset class: 22

  • Number of ETFs in this asset class that are 10-years old or older: 8

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2023

DLS vs SPY: July 2006 – April 2023

DLS vs SPY: June 16, 2006 – May 5, 2023

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