Tag: Foreign-Small-Mid-Value

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4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1

  • 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

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Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Announces Dividend Increase – $0.21 Per Share (Yield 2.59%)

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) declared a quarterly dividend on Monday, December 23rd, Wall Street Journal reports. Investors of record on Tuesday, December 24th will be paid a dividend of 0.2058 per share by the exchange traded fund on Tuesday, December 31st. This represents a $0.82 dividend on an annualized basis […]
— Read on slatersentinel.com/news/2019/12/24/invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn-announces-dividend-increase-0-21-per-share.html

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Best Long-Term Performance Foreign Small/Mid Value ETFs 1.1

If you are considering investing in a Developed Markets Small/Mid Cap ETF, the choices are slim. Currently there are only 8 ETFs in this Morningstar category. Three of these ETFs have been available for ten years or longer. Those 3 ETFs will be the focus of this article. **I have not included IDHQ in the rankings in this article because I believe it is inaccurately labeled a Foreign Small/Mid Value ETF; it should be considered a Foreign Large Cap Growth ETF.**

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