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EMERGING MARKET EEM ETF vs S&P 500 INDEX/ETF

Posted on February 1, 2022January 28, 2022 By Kelly Donner 47 Comments on EMERGING MARKET EEM ETF vs S&P 500 INDEX/ETF

Emerging markets are very interesting to invest in thanks to long-term positive trends, but not the Emerging market ETF because the S&P 500 index fund, a cheap one like Vanguard might be better if we compare the top holding a bit.

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Comments (47) on “EMERGING MARKET EEM ETF vs S&P 500 INDEX/ETF”

  1. Fluffy Puffy Puppy says:
    February 7, 2021 at 9:15 am

    Great video again Sven. Love the Star capital CAPE ratio map, but it seems that it’s no longer being updated (since October).

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 10, 2021 at 2:50 am

      yes, they will close it down 🙁

  2. Tamer says:
    February 7, 2021 at 9:32 am

    Sven, your content quality is top as always. Like 👍🏻 is by default once I start the video. Thanks a lot

    1. Anand Kumar says:
      February 7, 2021 at 10:04 am

      same

    2. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 2:15 pm

      I appreciate that!

  3. Value Investing with Sven Carlin, Ph.D. says:
    February 7, 2021 at 10:09 am

    WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
    All that I do, the real links to my content are in the description of the video, I don’t give out my Whatsapp number and I don’t sell any Cryptocurrency related things! BE CAREFUL OUT THERE!

    1. raananh says:
      February 7, 2021 at 3:57 pm

      Since so many $$$$ were printed recently, 30% of $$$ in circulation, the $ will lose at least 30% of its value against certain foreign currencies, am I right?

    2. Agung Ayam says:
      February 7, 2021 at 4:46 pm

      The most attractive emerging market is Indonesia.

      Why…?
      1. Raw material.
      Because they monopoly nickel which is nickel is the most important material in storage elektricity.
      Car electricity, smartphone, laptop etc.
      Other coal, palm oil, oil,gas,gold,aluminium,rubber, this country blessed with raw material and fertile land…and fresh water.

      2. Population .
      indonesia is 4th larger …after china, usa, and India.
      Which mean workforce and also potensial market.
      Also dominate by young age which is good in the future.

      3. Geography.
      Stand between india and china. Indonesia will be great advantage.
      Not only good for trade but world main power need indonesia as neutralize zone in term geo-politics..whuch is good for ekonomi.

      4. Democracy.
      Unlike china…indonesia adopted democracy since 1998 which is goid for capitalism to grow.

      5. But indonesia also have weakness.
      5.a natural disaster. Sitting in ring of fire , indonesia suffer earth quake, tsunami, vulcano .
      5.b infrastructure.

      But thus weakness also an oppurtunity for investment in infrastructure.

    3. Alister McBride says:
      February 7, 2021 at 7:59 pm

      Hi Sven, with a good P/E ratio why aren’t people piling into Russia? Is it hard to invest in, you said you are long there?

    4. SDiaspora says:
      February 8, 2021 at 7:26 pm

      The scamming situation is awful. I hope this gets sorted somehow. Your channel deserves so much better Sven 🙂

    5. SDiaspora says:
      February 8, 2021 at 7:32 pm

      Also, would you like us to flag/report these spam comments for you? Or would that affect you? Because these impersonators use the exact same name and profile picture as you

  4. BankZ says:
    February 7, 2021 at 10:20 am

    Great content. I quit all my ETFs a few days ago and you approved my decision :). I appreciate your content because it is not mainstream and it is with a lot of wisdom. Almost every one is following ETF and this made me a bit skeptical :). Thank you!!!

    1. John L. says:
      February 7, 2021 at 11:34 am

      Yeah a lot of people are automatically putting 401k/Ira…each month into those etfs.

    2. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 2:12 pm

      Great to hear!

  5. Petar Z says:
    February 7, 2021 at 10:37 am

    Another great video Sven!
    I’m bullish on Turkey and Singapore for the long term; but mostly building a position with market specific ETFs at the moment.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 5:50 am

      Thanks for sharing!

  6. I i says:
    February 7, 2021 at 10:46 am

    Great points. I made the connection that the S&P500 was overweight the hot stocks, but I didn’t think that the emerging markets ETF would do the same. It makes sense now.
    It also looks like investing in companies that sell things that the people in India like is a good idea long term.

  7. J D says:
    February 7, 2021 at 10:54 am

    I am subscribed to a lot of investment channels in youtube. I have to say that out of all of them Sven’s channel is my favorite in comparison he goes beyond just 1 dimensional views of analysis. he analyses stocks from many angles to get a more realistic valuation of the company. i agree with pretty much most of his views and learn from him as well.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 8, 2021 at 12:00 pm

      Wow, thank you!

  8. Steve Stacy says:
    February 7, 2021 at 11:33 am

    I’ve had etfs. I don’t feel like a owner with them unlike the companies I typically buy. Pretty cool driving through wind farms everyday that I own a % of. I do most of it that way , easier to hold and harder to sell. Makes me put a lot more thought into things.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 5:49 am

      smart!

  9. Udo says:
    February 7, 2021 at 11:33 am

    Another interesting video, thank you, Sven. Just as food for thought – when predicting future growth rates it might be a bit one-sided to simply look at the development of demographic data. We should bear in mind that especially in the developed world an generation of future inheritors will accumulate a huge buying power. They might be smaller in numbers compared to developing markets but their consumer behaviour might be very different from what we are used to.

    1. Aya B says:
      February 8, 2021 at 9:32 am

      Unless you change the tax rates for wealth distribution. Fink and Dalio mentioned that.

    2. Value Investing with Sven Carlin, Ph.D. says:
      February 8, 2021 at 11:58 am

      that is a good point – but their costs will be high too as taking care of an older and older population. Plus populism, taxes, declining growth and other issues on negative trend.

  10. ottacracker says:
    February 7, 2021 at 11:57 am

    Thank you, Sven. Looking forward to more coverage about EM. What do you think about “equal weight” ETFs? Following your reasoning, these might be worth a look

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 8, 2021 at 11:55 am

      many questions on equal weight – will have to do a video!

  11. B&V Investments says:
    February 7, 2021 at 12:44 pm

    this is great! I see Asia currently undervalued and with huge future growth in GDP with comparison to the EEUU markets. Also you have the factor of the growing inflation with the USD. Do you think we are going to see a huge flow of capital to these emerging markets in the near future? Maybe it makes the bubble pop? It’s a really interesting situation.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 8, 2021 at 11:54 am

      don’t know where will capital flow.

  12. Noah_F says:
    February 7, 2021 at 2:36 pm

    I do think the equal weighted etf’s are pretty intresting. I made an argument that we should use that as our benchmark in school but it was not accepted well.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 7, 2021 at 3:47 pm

      ah, every mechanical strategy is something I don’t like.

  13. Igor Valle says:
    February 7, 2021 at 3:09 pm

    Thanks, interesting. An “equal weight” ETF could be the solution to avoid to have too much exposure to overvalued companies?

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 7, 2021 at 3:46 pm

      I have to again look at an equal weight portfolio, then you there sell the good and buy more of the bad 🙂

  14. Andy the Bow Tie Realtor says:
    February 8, 2021 at 1:32 pm

    Hey Sven, thanks to you I didn’t invest in etfs. I have been investing in 4 great companies. Have been beating the market last 3 years. (I know it’s a bull market) my stocks are not tech. They have great balance sheets. 4 companies have honestly been enough. I think I will do great next 10 years. Even if market doesn’t go up or down

    1. Andy the Bow Tie Realtor says:
      February 8, 2021 at 7:22 pm

      @♜ Pinned now daily bread lol such a scam!!!

    2. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 2:03 am

      Great to hear! Sorry for the scammers, I guess it comes with size!

  15. Amber Li says:
    February 8, 2021 at 10:50 pm

    You will be doing everyone a favor if you mention your course and research platform every time in your video. So much value! Thank you Sven! You made me wanting to study like I were in college before finals.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 9, 2021 at 3:31 am

      I appreciate that!

  16. Fabian Schneider says:
    February 9, 2021 at 8:21 am

    Hello Sven, I used your intrinsic value calculator to determin the value of stocks like Intel. I noticed that you use random terminal multiples in your calculations. I found, that one can use EV/EBITDA as terminal multiple (can be found e.g. under gurufocus.com for individual stocks). Is this measurement applicable in your intrinsic value calculator? And if yes, should one use the maximum individual EV/EBITDA for the worst or, instead, the best case scenario? Thx in advance ♥️

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 10, 2021 at 2:47 am

      depends on the company

  17. Eduardo Veiga says:
    February 9, 2021 at 2:19 pm

    Great video. Just one point about the fees: you can invest in the IEMG ETF for just 0,11% fee

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 10, 2021 at 2:23 am

      thanks for sharing`!

  18. Karim says:
    February 9, 2021 at 2:50 pm

    This was very timely as I also had the same reservations for an EM ETF. Thanks for bringing our attentions to the caveats of index fund investing.

    1. Value Investing with Sven Carlin, Ph.D. says:
      February 10, 2021 at 2:21 am

      Great to hear!

  19. Stef Sef says:
    February 16, 2021 at 2:56 pm

    I like and subscribed 🙂 Always an amazing macro-overview with intriguing micro-details! Question then – if ETF is not a good alternative, where would you suggest for us to look when it comes to investing into emerging markets?

  20. Alessandro Guglielmina says:
    July 19, 2021 at 1:46 pm

    Hello Sven, thanks for your video! You didn’t mention a positive aspect about accumulating etfs. Being reinvested dividends tax exempted, you can compound at least 25% more of your earnings over years (and pay taxes only when you sell it After many years, hopefully). The question is that if this aspect can offset the purchase of overpriced stocks.

    1. Value Investing with Sven Carlin, Ph.D. says:
      July 23, 2021 at 8:06 am

      that is bullshit – if you buy bullshit for tax reasons you will likely pay very little taxes anyway :-)) Scusa!

    2. Alessandro Guglielmina says:
      July 23, 2021 at 11:59 am

      @Value Investing with Sven Carlin, Ph.D. I agree about that… But my reasoning was about buying good stuff like the s&p 500, msci EM, bought at reasonable price (not today, at least the s&p at crazy multiples ). In that case, even a few overvalued stocks can’t prevent the market return to be let’s say 8-10% at least. Moreover, if you don’t have to give 25% of your dividends to the government, you can have a greater compounded interest. I thought it was a good point.

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