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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% |
