Tag: PXF

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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 1.4

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

  • Long-Term Performance: 5.18% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance: 10.29% CAGR

  • Back test timeframe: January 1995 – November 2020

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

  • Long-Term Performance: 2.67% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 9.55% CAGR

  • Back test timeframe: September 2005 – November 2020

  • Number of ETFs available in this asset class: 35

  • 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 2020

EFV vs SPY: September 2005 – November 2020

EFV vs SPY: August 5th, 2005 – December 4th, 2020

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Best Long-Term Performance International Large Cap Value ETFs 1.1

The International (Foreign) Large Cap Value asset class is a difficult asset class to research. The reason being is that there haven’t been funds available for very long in this asset class. The older mutual funds available in this asset class have only been around since the mid 1990’s. The oldest ETF available in this category is the BLDRS Developed Markets 100 ADR Index Fund (ADRD), inception December 2002. So, without significant fund data to compare this asset class with others, I am relying heavily on the expertise of historians, academic studies and reliable financial experts.

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