Tag: IPKW

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5 Best Foreign Large Cap ETFs to Own Long Term 2.8

  • IHDG – WisdomTree International Hedged Quality Dividend Growth Fund
  • HEFA – iShares Currency Hedged MSCI EAFE ETF
  • DBEF – Xtrackers MSCI EAFE Hedged Equity ETF
  • IPKW – Invesco International BuyBack Achievers™ ETF
  • DBAW – Xtrackers MSCI All World ex US Hedged Equity ETF

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Koyfin back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Testfol.io back test

IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Portfolio Visualizer fund info

49 Foreign Large Cap ETFs included in this back test:

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Micah

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5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.91% CAGR 

  • Correlation to U.S. Markets: 0.73

  • U.S. Large Cap Blend Performance: 10.96% CAGR

  • Back test timeframe: January 1986 – February 2024

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)

  • Long-Term Performance: 5.52% CAGR

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.89% CAGR

  • Back test timeframe: September 2001 – February 2024

  • Number of ETFs available in this asset class: 157

  • Number of ETFs in this asset class that are 10-years old or older: 41

International Developed ex-US Market vs U.S. Large Cap Blend (S&P 500): January 1986 – February 2024

EFA vs SPY: September 2001 – February 2024

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7”