Tag: FOREIGN-SMALL-MID-CAP-BLEND

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4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.5

  • Asset Category: International ex-U.S. Small Cap

  • Long-Term Performance: 7.59% CAGR

  • Correlation to U.S. markets: 0.73

  • S&P 500 Performance (US Large Cap Blend): 10.79% CAGR

  • Back test timeframe: January 1995– June 2021

  • Oldest ETF back tested: SPDR® S&P® International Small Cap ETF (GWX)

  • Correlation to U.S. Markets: 0.87

  • Long-Term Performance: 4.29% CAGR

  • S&P 500 Performance: 8.34% CAGR

  • Back test timeframe: May 2007 – June 2021

  • Number of ETFs available in this asset class: 6

  • Number of ETFs in this asset class that are 10-years old or older: 4

International ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – June 2021

GWX vs SPY: May 2007 – June 2021

GWX vs SPY: April 26, 2007 – July 12, 2021

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Started a New Position in Foreign Small/Mid Cap Blend Equities Today (SCZ) 8-17-20

Today we started a new position in the iShares MSCI EAFE Small-Cap ETF (SCZ). This position was started as part of a barbell approach to holding a position in a Foreign Small Cap Value ETF, i.e. the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). There are no good Foreign Small/Mid Cap Growth ETFs available at this time, so we are using SCZ as a proxy for Foreign Small/Mid Cap Growth equities.