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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Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.1

  • Possibly the best performing broadly diversified equity asset class in the world…
  • U.S. Mid Cap Blend stocks have outperformed the S&P 500 by 1.75% CAGR (compounded annual growth rate) over the last 46 years
  • The oldest U.S. Mid Cap Blend ETF has outperformed the S&P 500 BY 2.03% CAGR over the last 22 years
  • Most ETFs in this asset class offer massive diversification in size of companies, sector exposure and value & growth
  • The middle of the market is where the action is

Large Cap Blend vs Mid Cap Blend vs Small Cap Blend: 1972 thru 2018

Source: Portfolio Visualizer

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Started Accumulation Small Cap Blend Equities (EES)

We began accumulating the WisdomTree U.S. SmallCap Earnings Fund (EES) today. Folks, you’ve gotta buy this stuff when it’s on sale.

We sold our holdings in IJR to buy EES. There’s nothing wrong with holding IJR long -term in my opinion; we’re just moving our small cap blend holdings to EES because it is offered at my brokerage commission free.

Took Profits In Small Cap Blend Equities (IJR) 2-5-18

We had a 5% trailing stop set on our position in the iShares Core S&P Small-Cap ETF (IJR). The stop tripped today and closed the positon. Price paid $56.20. Price sold $76.48. I don’t see any problem holding IJR long-term; we are simply moving these funds to another small cap blend ETF that is offered commission free at my brokerage. (EES)

Best And Worst Of Q4 2017: Mid-Cap Value ETFs And Mutual Funds (DON)

If you’re looking for a great Mid-Cap Value fund please be sure to read this article by David Trainer at Seeking Alpha:  Best And Worst Of Q4 2017: Mid-Cap Value ETFs And Mutual Funds. David does an excellent job of doing deep dive analysis on both ETFs and mutual funds. The Deep Value ETF Accumulator invests in the WisdomTree U.S. MidCap Dividend Fund (DON : $DON), which David references in this article.

Worried About Valuations? Focus On Earnings Growth (EZM)

The Deep Value ETF Accumulator invests in the WisdomTree U.S. MidCap Earnings Fund (EZM : $EZM).

I found this article at ETF Daily News that further explains the benefits of the EZM ETF. Here’s a quote from the article: “EZM currently has an ETF Daily News SMART Grade of A (Strong Buy), and is ranked #7 of 30 ETFs in the Mid Cap Blend ETFs category.”

You can read the full article at ETF Daily News right here: Worried About Valuations? Focus On Earnings Growth (EZM)