Tag: PID

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5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6

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

  • Long-Term Performance: 6.85% CAGR 

  • Correlation to U.S. Markets: 0.72 

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1986 – April 2023

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

  • Long-Term Performance: 5.35% CAGR

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.18% CAGR

  • Back test timeframe: September 2001 – April 2023

  • Number of ETFs available in this asset class: 147

  • Number of ETFs in this asset class that are 10-years old or older: 34

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023

EFA vs SPY: September 2001 – April 2023

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4 Best Long-Term Performance International Large Cap Value ETFs 1.5

  • Asset Class: International ex-U.S. Value Equities

  • Long-Term Performance: 5.36% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance: 10.89% CAGR

  • Back test timeframe: January 1995 – November 2021

  • Oldest ETF back tested: iShares MSCI EAFE Value ETF (EFV)

  • Long-Term Performance: 3.11% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 10.58% CAGR

  • Back test timeframe: September 2005 – November 2021

  • Number of ETFs available in this asset class: 42

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

International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2021

EFV vs SPY: September 2005 – November 2021

EFV vs SPY: August 5, 2005 – December 14, 2021

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4 Best Long-Term Performance International Large Cap Value ETFs 1.3

  • Asset Class: International Large Cap Value

  • Long-Term Performance: 11.56% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.24% CAGR

  • Back test timeframe: April 1, 1957 – December 31, 2019

  • Oldest ETF back tested: ADRD**

  • Long-Term Performance: 5.64% CAGR

  • S&P 500 Performance: 9.64% CAGR

  • Back test timeframe: December 2002 – December 2019

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 11

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Best Long-Term Performance International Large Cap Value ETFs 1.2

  • The International Large Cap Value asset class has been a good place to invest for long-term investors wishing to invest beyond the U.S.
  • There are currently 38 ETFs available in the Morningstar Foreign Large Value category
  • Twelve of these Foreign Large Value funds have been available for 10 years or longer

The International Large Cap Value asset class has been around much longer than ETFs have been available. This asset class is typically underutilized in most American’s equity portfolios. That is unfortunate because International Large Cap Value stocks tend to garner a long-term risk premium over growth stocks, just as U.S. Large Cap Value stocks do. This asset class has done poorly vs a typical S&P 500 fund since it’s availability as an ETF, but when looking back further than 2002, this asset class has produced superior returns over very long periods. Index Fund Advisors is an excellent website to get a long-term view of the performance of many asset classes.

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