IEFA vs EFA

Both IEFA and EFA are ETFs. IEFA has a higher 5-year return than EFA (2.4% vs 1.83%). IEFA has a lower expense ratio than EFA (0.07% vs 0.31%). 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 $57.58B $62.60B
Expense Ratio 0.31% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.10% 3.20%
Underlying Index MSCI EAFE Index MSCI EAFE Investable Market Index
YTD Return 9.85% 10.04%
1-Year Return -3.08% -3.72%
3-Year Return 5.79% 6.12%
5-Year Return 1.83% 2.40%
10-Year Return 4.92% 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 returns

YTD Return 10.04%
1-Month Return -1.72%
3-Month Return 1.90%
1-Year Return -3.72%
3-Year Return 6.12%
5-Year Return 2.40%
10-Year Return N/A
IEFA expense ratio is 0.07%.

IEFA holdings

Top 10 Holdings (10.29% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 2.01%
Novartis AG NOVN 1.24%
Roche Holding AG Dividend Right Cert. ROG 1.17%
HSBC Holdings PLC HSBA.L 0.99%
Toyota Motor Corp 7203 0.9%
Royal Dutch Shell PLC Class A RDSA.L 0.87%
BP PLC BP..L 0.83%
AIA Group Ltd 01299.HK 0.77%
Total SA FP.PA 0.76%
SAP SE SAP.DE 0.75%

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 returns

YTD Return 9.85%
1-Month Return -1.92%
3-Month Return 1.85%
1-Year Return -3.08%
3-Year Return 5.79%
5-Year Return 1.83%
10-Year Return 4.92%
EFA expense ratio is 0.31%.

EFA holdings

Top 10 Holdings (12.05% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 2.36%
Novartis AG NOVN 1.44%
Roche Holding AG Dividend Right Cert. ROG 1.36%
HSBC Holdings PLC HSBA.L 1.16%
Toyota Motor Corp 7203 1.06%
Royal Dutch Shell PLC Class A RDSA.L 1.01%
BP PLC BP..L 0.98%
AIA Group Ltd 01299.HK 0.9%
Total SA FP.PA 0.9%
SAP SE SAP.DE 0.88%
Follow Us