International Stocks Smacked the S&P 500 by About 15 Points Last Year, And One ETF Rode The Boom Higher | GSPC

For as long as most of us can remember, the conversation around international diversification went roughly the same way.

24/7 Wall Street • 18 hours ago

EFA: Rising EPS Estimates Make The Pullback An Opportunity

I reiterate a "Buy" rating on iShares MSCI EAFE ETF due to attractive valuation and technical support after a recent 9.3% pullback. EFA trades at a 16.7x P/E, over 4 turns cheaper than the S&P 500, with a PEG below 1.9x and a 3.31% dividend yield. The portfolio tilts toward developed ex-U.S. large caps, value, and financials, with limited Energy exposure; seasonality trends are bullish into May.

Seeking Alpha • Mar 17, 2026

US and International Equities: A Narrowing Gap?

Over the last year, we have seen a significant divergence in performance between two key global equity markets, as international equities outperformed US equities. This marked a notable shift from the prior decade, during which US stock market indices consistently outperformed most global markets, particularly developed international equities represented by EAFE (Europe, Australasia, and the Far East).

Zacks Investment Research • Mar 11, 2026

Forget US Dominance for Now: EFA Outperforms SPY With 2.34% Gain While S&P Slips

US stocks entered 2026 on the back foot, with the S&P 500 down 1.4% year-to-date through early March.

24/7 Wall Street • Mar 9, 2026

May You Invest in Interesting Markets

Since April 2023 (about 2 weeks after Chat GPT-4 was released to much fanfare) through this most recent New Years Eve, the most straightforward decision for investors would have been to put everything into the S&P 500 and forget it. Which is to say, investing had gotten pretty boring the last few years.

ETF Trends • Mar 5, 2026

ETF Prime: International Stocks Lead Flows

Roxanna Islam, head of sector and industry research at VettaFi, joined Nate Geraci on this week's ETF Prime to discuss record international equity flows. The category saw net inflows of over $220 billion in 2025 with momentum continuing into 2026 at roughly $75 billion year-to-date.

ETF Trends • Feb 20, 2026

Could This Be the Key to Foreign Equities Performance in 2026?

Investors are clamoring for foreign equities investments. Foreign equities ETFs performed very well in 2025, and many market outlooks see potential for strong repeat performance in 2026.

ETF Trends • Jan 30, 2026

This momentum fund has dodged U.S. stocks and trounced the competition

A momentum strategy can be especially useful for investors looking outside the U.S.

Market Watch • Jan 22, 2026

iShares ETF Might Quietly Be One of 2026's Best Buys

After a decade of US equity dominance, the iShares MSCI EAFE ETF ( NYSEARCA:EFA ) has shown strong recent performance, marking a potential turning point for investors who watched international developed markets trail US counterparts during the past ten years.

24/7 Wall Street • Jan 7, 2026

FNDF Over EFA: Escaping The Market-Cap Trap With Fundamental Indexing

The Schwab Fundamental International Equity ETF (FNDF) earns a buy rating for its fundamentals-based, value-oriented smart beta approach, outperforming market-cap weighted peers. FNDF's broader geographic reach, including a 7.55% allocation to South Korea, and sector tilt toward hard assets position it for value rotation and supply chain shifts. FNDF trades at a significant valuation discount (P/E 12.15 vs. EFA's 15.21) and offers higher risk-adjusted returns and better capital preservation in volatile environments.

Seeking Alpha • Dec 25, 2025