The Deep Value ETF Accumulator Holdings 4-6-24
5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7
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Asset Class: International ex-U.S. Small Cap Equities
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Long-Term Performance: 6.48% CAGR
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Correlation to U.S. Markets: 0.75
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U.S. Large Cap Blend Performance: 10.55% CAGR
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Back test timeframe: January 1995 – February 2024
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Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
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Long-Term Performance: 4.61% CAGR
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Correlation to U.S. Markets: 0.86
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S&P 500 Performance: 9.39% CAGR
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Back test timeframe: July 2006 – February 2024
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Number of ETFs available in this asset class: 21
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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
