IEFA vs EFA

Both IEFA and EFA are ETFs. IEFA has a higher 5-year return than EFA (6.4% vs 5.91%). IEFA has a lower expense ratio than EFA (0.07% vs 0.32%). Below is the comparison between IEFA and EFA.

EFA IEFA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Issuer BlackRock BlackRock
Net Assets $43.39B $60.41B
Expense Ratio 0.32% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.77% 3.89%
Underlying Index MSCI EAFE Index MSCI EAFE Investable Market Index
YTD Return 2.74% 3.01%
1-Year Return 6.27% 6.82%
3-Year Return 3.60% 3.81%
5-Year Return 5.91% 6.40%
10-Year Return 5.06% N/A

IEFA description

The Fund seeks investment results that correspond to the price and yield performance of the MSCI EAFE Investable Market Index. The Underlying Index is designed to measure large-, mid-, and small-cap capitalization equity market performance and includes stocks from Europe, Australasia, and the Far East.

IEFA performance & returns

YTD Return 3.01%
1-Month Return 8.25%
3-Month Return 8.66%
1-Year Return 6.82%
3-Year Return 3.81%
5-Year Return 6.40%
10-Year Return N/A
IEFA expense ratio is 0.07%.

IEFA holdings

Top 10 Holdings (10.88% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 2.19%
Roche Holding AG Dividend Right Cert. ROG 1.49%
Novartis AG NOVN 1.20%
SAP SE SAP.DE 1.01%
ASML Holding NV ASML 0.97%
AstraZeneca PLC AZN.L 0.89%
Toyota Motor Corp 7203 0.86%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 0.80%
Novo Nordisk A/S B NOVO B 0.74%
AIA Group Ltd 01299.HK 0.73%

Other relevant IEFA comparisons

You may also want to check out the following IEFA comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

EFA description

The Fund seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the European, Australasian and Far Eastern markets, as measured by the Index. The Index has been developed by MSCI as an equity benchmark for its international stock performance.

EFA performance & returns

YTD Return 2.74%
1-Month Return 8.53%
3-Month Return 8.65%
1-Year Return 6.27%
3-Year Return 3.60%
5-Year Return 5.91%
10-Year Return 5.06%
EFA expense ratio is 0.32%.

EFA holdings

Top 10 Holdings (12.73% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 2.56%
Roche Holding AG Dividend Right Cert. ROG 1.74%
Novartis AG NOVN 1.40%
SAP SE SAP.DE 1.18%
ASML Holding NV ASML 1.14%
AstraZeneca PLC AZN.L 1.04%
Toyota Motor Corp 7203 1.01%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 0.94%
Novo Nordisk A/S B NOVO B 0.86%
AIA Group Ltd 01299.HK 0.86%

Other relevant EFA comparisons

You may also want to check out the following EFA comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Start a free trial. Go ad free!

Follow Us