International ETFs like VEA, EZU & EEM outshone U.S. peers in 2025 as cheaper valuations, diversified exposure, and stimulus measures drove substantial gains.
EFAS offers a compelling mix of international diversification, strong yield (5.23%), and risk-adjusted returns that rival or exceed the S&P 500. The ETF excels in downside protection, low beta, and positive alpha, making it especially attractive for income and balanced investors. Despite a moderate expense ratio and some index lag, EFAS rates as a Buy for most investment styles due to its consistent performance.
International ETFs outperformed Wall Street in Q1 of 2025.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 585 | $12,393 | $12,981.15 | $588.15 | 4.75% |
Robert B. LaRue Owen LaRue LLC | 22,640 | $449,755.07 | $503,626.8 | $53,871.73 | 11.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,972 | $465,475 | $493,829.49 | $28,354.49 | 6.09% |
Elliot Kallen Prosperity Wealth Management, Inc. | 14,094 | $256,511.2 | $312,745.86 | $56,234.66 | 21.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,094 | $225,093.94 | $246,175.86 | $21,081.92 | 9.37% |
| NASDAQ (NMS) Exchange | US Country |
The fund operates with a focus on investing a substantial portion of its assets, specifically at least 80%, in securities that are included within the underlying index. This index is distinguishable by its tracking of the performance of 50 companies that are equally weighted and identified to offer among the highest dividend yields, concentrated within the geographical regions of Europe, Australasia, and the Far East. The underlying index's parameters and the selection of the equities are meticulously designed and provided by MSCI, a renowned index provider. This strategy showcases the fund's dedication to generating income for its investors through dividends by leveraging the growth and stability of high-yield equities across these diverse and economically significant areas.
This product focuses on generating income through investments in companies that rank among the highest dividend yielding equity securities within Europe, Australasia, and the Far East. By targeting these companies, the fund aims to provide investors with a steady stream of income, making it an attractive option for income-focused investors.
The fund's investment strategy includes diversifying its portfolio across significant geographic regions including Europe, Australasia, and the Far East. This approach helps in reducing the risk associated with the concentration in any single market or sector and takes advantage of growth opportunities in different economies.
Adopting an equal-weight strategy for the 50 companies within its portfolio, the fund ensures that each company has a similar impact on the performance of the fund, regardless of its market capitalization. This method can potentially reduce the volatility and provide a more balanced exposure to high dividend yields across the selected regions.