Tag: PDN

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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”

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The Deep Value ETF Accumulator Portfolio Rebalance 12-21-23

Today we rebalanced our portfolio back to its target allocations, resulting in 12 buys and 11 sells.

Top 5 buys were:

    1. SPEM – EM LARGE CAPS
    2. FEMS – EM SMALL CAPS
    3. PDN – DM SMALL CAPS
    4. XLE – ENERGY SECTOR
    5. RSPU – UTILITIES SECTOR

Top 5 sells were: 

    1. VGT – TECH SECTOR
    2. PSCC – CONSUMER STAPLES SECTOR
    3. XAR – INDUSTRIALS SECTOR
    4. FIW – MATERIALS SECTOR
    5. RWJ – US SMALL CAP VALUE

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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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Closed Position in Sweden Equities (EWD) 10-18-22

Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:

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

4 Best Foreign Large Cap ETFs to Own Long-Term