Tag: FYLD

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5 Best Foreign Small / Mid Cap ETFs to Own Long Term 2.8

  1. FYLD – Cambria Foreign Shareholder Yield ETF
  2. PDN – Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
  3. SCZ – iShares MSCI EAFE Small-Cap ETF
  4. FNDC – Schwab Fundamental International Small Equity ETF
  5. DLS – WisdomTree International SmallCap Dividend Fund

FYLD vs PDN vs SCZ vs FNDC vs DLS: Koyfin back test

FYLD vs PDN vs SCZ vs FNDC vs DLS: Testfol.io back test

FYLD vs PDN vs SCZ vs FNDC vs DLS: Portfolio Visualizer fund information:

Foreign Small / Mid Cap ETFs back tested in this analysis:

Thanks for reading the Deep Value ETF Investor blog.

Micah

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5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7

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

  • Long-Term Performance: 6.48% CAGR

  • Correlation to U.S. Markets: 0.75

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1995 – February 2024

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

  • Long-Term Performance: 4.61% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.39% CAGR

  • Back test timeframe: July 2006 – February 2024

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 11

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2024

Continue reading “5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7”