Intelligence Feed event · Equity · 2026-06-30

    International Equities Outperform S&P 500 by 23% Since Early 2025

    Question

    International Equities Outperform S&P 500 by 23% Since Early 2025

    Direct answer

    The performance gap between international and domestic equities has widened to 23 percentage points since the start of 2025. This shift marks a departure from a decade of US dominance, fueled by a softening US Dollar and a global rotation away from high-multiple technology names into cheaper international value plays. Analysts point to lower relative valuations and stronger growth forecasts in non-US markets as the primary catalysts for the 50% return seen in the IXUS ETF.

    Original publisher
    Market Ontology
    Evidence through
    2026-06-30
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “International Equities Outperform S&P 500 by 23% Since Early 2025”, revision 1, evidence through 2026-06-30. https://marketontology.com/market-events/2026-06-30/international-equities-outperform-s-p-500-by-23-since-early-2025-b652cd

    EQUITY
    International Equities Outperform S&P 500 by 23% Since Early 2025
    The performance gap between international and domestic equities has widened to 23 percentage points since the start of 2025. This shift marks a departure from a decade of US dominance, fueled by a softening US Dollar and a global rotation away from high-multiple technology names into cheaper international value plays. Analysts point to lower relative valuations and stronger growth forecasts in non-US markets as the primary catalysts for the 50% return seen in the IXUS ETF.
    IXUS
    Impact
    75
    JUN 30
    SIG
    90%
    IXUS
    International Equities Outperform S&P 500 by 23% Since Early 2025
    The performance gap between international and domestic equities has widened to 23 percentage points since the start of 2025. This shift marks a departure from a decade of US dominance, fueled by a softening US Dollar and a global rotation away from high-multiple technology names into cheaper international value plays. Analysts point to lower relative valuations and stronger growth forecasts in non-US markets as the primary catalysts for the 50% return seen in the IXUS ETF.
    → USD weakness and valuation compression in US tech driving capital flows to ex-US value sectors.
    Impact
    The performance gap between international and domestic equities has widened to 23 percentage points since the start of 2025. This shift marks a departure from a decade of US dominance, fueled by a softening US Dollar and a global rotation away from high-multiple technology names into cheaper international value plays. Analysts point to lower relative valuations and stronger growth forecasts in non-US markets as the primary catalysts for the 50% return seen in the IXUS ETF.
    Affected
    IXUS
    Transmission
    USD weakness and valuation compression in US tech driving capital flows to ex-US value sectors.

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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