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International or non-US investing has been quietly putting up robust numbers for shareholders. Today, we are seeing international, gold and even grains of late start to rally, without much give-back in the S&P 500 or Nasdaq.
U.S. mega-cap dominance followed by extreme valuations is leading a migration toward international assets, especially emerging markets (EM). In Research Affiliates' mid-year recap, Chief Investment Officer Jim Mesterzo highlighted a notable divergence across global markets.
Vanguard FTSE Developed Markets ETF has a significantly lower expense ratio than iShares MSCI Emerging Markets ETF. iShares MSCI Emerging Markets ETF is heavily concentrated in technology at 40%, while Vanguard FTSE Developed Markets ETF is more diversified across financials and industrials.
Cooling inflation is easing Fed rate-hike fears, creating a favorable backdrop for growth, emerging-market, Asian and gold ETFs.
SPGM's 0.09% expense ratio dwarfs EEM's 0.72%, while delivering stronger five-year returns and lower volatility despite EEM's recent 31% one-year surge.
The iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) is the ticker most U.S.
Bridgewater Advisors Inc. lowered its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 57.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,806 shares of the exchange traded fund's stock after selling 9,265 shares
This international ETF is a bit top-heavy with Asian tech majors -- but could be a good choice for patient investors.