International markets are stepping back into the spotlight. As of the end of September, the MSCI EAFE Index, which tracks large- and mid-cap companies in developed markets outside the U.S. and Canada, outperformed the MSCI USA Index by 10.8% year to date, marking a notable shift in relative performance. The divergence may reflect structural differences in revenue exposure, with EAFE companies deriving a larger share of sales from global markets, while U.S. firms rely more heavily on domestic demand. For advisors, the change highlights the case for allocating to EAFE and the value of geographic and revenue diversification in portfolio construction. Discover EAFE index-linked products