Tag: GWX

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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

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

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4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2

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

  • Long-Term Performance: 6.77% CAGR

  • Correlation to U.S. Markets: 0.74

  • U.S. Large Cap Blend Performance: 10.33% CAGR

  • Back test timeframe: January 1995 – April 2022

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

  • Long-Term Performance: 4.73% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.83% CAGR

  • Back test timeframe: July 2006 – April 2022

  • Number of ETFs available in this asset class: 21

  • 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 2022

DLS vs SPY: July 2006 – April 2022

DLS vs SPY: June 16, 2006 – May 6, 2022

Continue reading “4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2”

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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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4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.4

  • Asset Category: Foreign Small/Mid Blend

  • Long-Term Performance: 6.54% CAGR

  • Correlation to U.S. markets: 0.72

  • S&P 500 Performance (US Large Cap Blend): 9.97% CAGR

  • Back test timeframe: January 1995– July 2020

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

  • Long-Term Performance: 2.04% CAGR

  • S&P 500 Performance: 8.34% CAGR

  • Back test timeframe: May 2007 – July 2020

  • Number of ETFs available in this asset class: 9

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

Foreign ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – July 2020

Continue reading “4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.4”