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”

4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1

  • Asset Class: International Small Cap Value

  • Long-Term Performance: 5.47% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR

  • Back test timeframe: January 1995 – February 2022

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

  • Correlation to U.S. Stock Market: 0.86

  • Long-Term Performance: 5.23% CAGR

  • S&P 500 Performance: 10.33% CAGR

  • Back test timeframe: July 2006 – February 2022

  • Number of ETFs available in this asset class: 10

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

International Ex-U.S Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2022

DLS vs SPY: July 2006 – February 2022

DLS vs SPY: June 16, 2006 – March 21, 2022

Continue reading “4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1”

FTSE RAFI Developed Markets Ex-US Small-Mid ETF (PDN) 03/19/2021 declared dividend $0.1620/sh (1.60% yield)

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) on 03/19/2021 declared a dividend of $ 0.1620 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is a decrease of $ 0.0235 from last dividend Paid.

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) has paid dividends since 2007, has a current dividend yield of 1.5967522860% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/ftse-rafi-dev-mkts-ex-us-small-mid-etf-powershares-global-exchange-traded-fund-trust-nyse-pdn-declared-a-dividend-of-$0.1620-per-share/

3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.4

  • Asset Class: International Small Cap Value

  • Long-Term Performance: 12.62% 

  • US Large Cap Blend: 9.67% CAGR

  • Back test timeframe: 1928 – 2021

  • Number of ETFs available in this asset class: 8

  • Number of ETFs in this asset class that are 10-years old or older: 3

IFA Index Fund Advisors Asset Class Long Term Performance Chart (source):

Continue reading “3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.4”

3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3

  • Asset Class: Foreign Small / Mid Value

  • Long-Term Performance: 5.97% (international ex-U.S. small cap)

  • S&P 500 Performance: 8.43% CAGR

  • Back test timeframe: June 1995  – April 2020

  • Number of ETFs available in this asset class: 11

  • Number of ETFs in this asset class that are 10-years old or older: 3

International Ex-U.S. Small Cap vs S&P 500: June 1995 – April 2020

The Deep Value ETF Accumulator rankings for the 3 oldest Foreign Small / Mid Value ETFs:

Continue reading “3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3”

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF (PDN) declared dividend $0.1875/sh (yield 4.65%)

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) on 03/20/2020 declared a dividend of $ 0.1875 per share payable on March 31, 2020 to shareholders of record as of March 24, 2020. Dividend amount recorded is a decrease of $ 0.0183 from last dividend Paid.

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) has paid dividends since 2007, has a current dividend yield of 4.6545104980% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200320/ftse-rafi-dev-mkts-ex-us-small-mid-etf-powershares-global-exchange-traded-fund-trust-nyse-pdn-declared-a-dividend-of-$0.1875-per-share/

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Announces Dividend Increase – $0.21 Per Share (Yield 2.59%)

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) declared a quarterly dividend on Monday, December 23rd, Wall Street Journal reports. Investors of record on Tuesday, December 24th will be paid a dividend of 0.2058 per share by the exchange traded fund on Tuesday, December 31st. This represents a $0.82 dividend on an annualized basis […]
— Read on slatersentinel.com/news/2019/12/24/invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn-announces-dividend-increase-0-21-per-share.html

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF $PDN on 09/20/2019 declared a dividend of $0.2543/sh (2.49% Yield)

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) on 09/20/2019 declared a dividend of $0.2543 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is a decrease of $ 0.0678 from last dividend Paid.

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) has paid dividends since 2007, has a current dividend yield of 2.49% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/ftse-rafi-dev-mkts-ex-us-small-mid-etf-powershares-global-exchange-traded-fund-trust-nyse-pdn-declared-a-dividend-of-$0.2543-per-share/

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Announces $0.05 Quarterly Dividend (0.63% Yield)

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) declared a quarterly dividend on Monday, March 18th, Wall Street Journal reports. Shareholders of record on Tuesday, March 19th will be given a dividend of 0.0476 per share by the exchange traded fund on Friday, March 29th. This represents a $0.19 dividend on an annualized basis […]
— Read on pressoracle.com/news/2019/03/18/invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-pdn-announces-0-05-quarterly-dividend.html

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Plans Quarterly Dividend of $0.12 (1.87% yield)

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) declared a quarterly dividend on Monday, December 24th, Wall Street Journal reports. Stockholders of record on Wednesday, December 26th will be given a dividend of 0.1229 per share by the exchange traded fund on Monday, December 31st. This represents a $0.49 annualized dividend and a dividend […]
— Read on www.fairfieldcurrent.com/news/2018/12/25/invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-pdn-plans-quarterly-dividend-of-0-12.html

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Plans Quarterly Dividend of $0.10 – 1.21%

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) declared a quarterly dividend on Monday, September 24th, Wall Street Journal reports. Investors of record on Tuesday, September 25th will be given a dividend of 0.0989 per share by the exchange traded fund on Friday, September 28th. This represents a $0.40 annualized dividend and a yield […]
— Read on www.baseballdailydigest.com/2018/09/25/invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-pdn-plans-quarterly-dividend-of-0-10.html

Best Long-Term Performance Foreign Small/Mid Value ETFs 1.1

If you are considering investing in a Developed Markets Small/Mid Cap ETF, the choices are slim. Currently there are only 8 ETFs in this Morningstar category. Three of these ETFs have been available for ten years or longer. Those 3 ETFs will be the focus of this article. **I have not included IDHQ in the rankings in this article because I believe it is inaccurately labeled a Foreign Small/Mid Value ETF; it should be considered a Foreign Large Cap Growth ETF.**

Continue reading “Best Long-Term Performance Foreign Small/Mid Value ETFs 1.1”