16 important things you should know about BlackRock EFA ETF
Updated: October 03, 2022
Pros
5-year return above the benchmark
Cons
3-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark
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Before we start: if you're looking for EFA “stock” price, you can quickly find it out by visiting Finny and typing "EFA quote". If you're looking for a quick scoop on EFA "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "EFA". You'll get all this info in one place.

Are you looking to buy or sell EFA? Or perhaps you're looking for EFA fact sheet, and learn about its alternatives? If so, you came to the right place.

In this EFA ETF review, we'll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you'll be able to find in this review:

  • Fact Sheet: EFA performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: EFA buy or sell; the pros and cons of investing in EFA ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to EFA.

And here is the list of questions we’ll answer:

  1. Describe iShares MSCI EAFE ETF (EFA).
  2. What is EFA underlying index?
  3. What are EFA holdings?
  4. What is EFA performance? What are EFA historical returns?
  5. How many up and down years did EFA have historically?
  6. What is EFA dividend yield?
  7. What is EFA expense ratio?
  8. What is EFA tax efficiency (tax-cost ratio)?
  9. What is EFA beta? How would you assess EFA risk?
  10. What is EFA Sharpe ratio?
  11. What is EFA Finny Score? EFA buy or sell?
  12. What are the pros of investing in EFA? What are EFA buy reasons?
  13. What are the cons of investing in EFA? What are EFA sell reasons?
  14. Compare and contrast: EFA vs CFA.
  15. Compare and contrast: EFA vs IEFA.
  16. Compare and contrast: EFA vs VEA.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe iShares MSCI EAFE ETF (EFA).

iShares Trust - iShares MSCI EAFE ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. The fund invests in public equity markets of global ex-US/Canada region. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI EAFE Index, by using representative sampling technique. iShares Trust - iShares MSCI EAFE ETF was formed on August 14, 2001 and is domiciled in the United States.

2. What is EFA underlying index?

MSCI EAFE Index.

3. What are EFA top holdings?

EFA has 804 stock holdings and 0 bond holdings .

The top 10 holdings represent 12.83% of total assets. Here are the top holdings:

Name Symbol % Assets
Nestle SA NESN 2.08%
ASML Holding NV ASML 1.99%
Roche Holding AG ROG 1.61%
Novartis AG NOVN 1.18%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 1.17%
Toyota Motor Corp 7203 1.06%
AstraZeneca PLC AZN.L 1.04%
Novo Nordisk A/S Class B NOVO B 0.97%
SAP SE SAP.DE 0.90%
Unilever PLC ULVR.L 0.83%

4. What is EFA performance? What are EFA historical returns?

EFA has generated the following returns:

  • 1-month return is -10.85%;
  • 3-month return is -8.27%;
  • 1-year return is -26.95%;
  • 3-year return is -1.70%;
  • 5-year return is 2.25%;
  • 10-year return is 3.42%;
  • 15-year return is 1.29%.

5. How many up and down years did EFA have historically?

In the last 10 years, EFA had 7 up years and 3 down years.

EFA up and down years

6. What is EFA dividend yield?

EFA yield is 2.62%.

7. What is EFA expense ratio?

EFA expense ratio is 0.32%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

EFA expenses

8. What is EFA tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.
EFA tax costs

9. What is EFA beta? How would you assess EFA risk?

  • 3-year beta is 1.01;
  • 5-year beta is 0.99;
  • 10-year beta is 0.99;
  • 15-year beta is 0.97.
EFA Beta

10. What is EFA Sharpe ratio?

  • 3-year Sharpe ratio is 1.90;
  • 5-year Sharpe ratio is 2.02;
  • 10-year Sharpe ratio is 1.78;
  • 15-year Sharpe ratio is 0.16.
EFA Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 25. Our quantitative analysis shows 1 reason to buy and 3 reasons to sell it, resulting in the Finny Score of 25.

12. What are the pros of investing in EFA? What are EFA buy reasons?

The following are EFA strengths from our perspective:

  • EFA 5-year return is 2.25%, which is in line with the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.33%.

13. What are the cons of investing in EFA? What are EFA negatives?

The following are EFA weaknesses from our perspective:

  • EFA 3-year return is -1.7%, which is lower than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.21%.
  • EFA 10-year return is 3.42%, which is lower than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.03%.
  • EFA 15-year return is 1.29%, which is lower than the 15-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 1.52%.

Alternatives

14. Compare and contrast: EFA vs CFA.

Both EFA and CFA are ETFs.

EFA has a lower 5-year return than CFA (2.25% vs 9.83%).

EFA has a lower expense ratio than CFA (0.32% vs 0.35%).

EFA CFA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: U.S. - Large Cap
Net Assets $43.80B $563.10M
Expense Ratio 0.32% 0.35%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index CEMP U.S. Large Cap 500 Volatility Weighted Index
Dividend Yield 2.62% 1.48%

CFA profile: Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

For further information, check out EFA vs CFA comparison details.

15. Compare and contrast: EFA vs IEFA.

Both EFA and IEFA are ETFs.

EFA has a lower 5-year return than IEFA (2.25% vs 5.19%).

EFA has a higher expense ratio than IEFA (0.32% vs 0.07%).

EFA IEFA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $43.80B $83.64B
Expense Ratio 0.32% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index MSCI EAFE Investable Market Index
Dividend Yield 2.62% 2.87%

IEFA profile: iShares Trust - iShares Core MSCI EAFE ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of global ex-US/Canada region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI EAFE IMI Index, by using representative sampling technique. iShares Trust - iShares Core MSCI EAFE ETF was formed on October 18, 2012 and is domiciled in the United States.

For further information, check out EFA vs IEFA comparison details.

16. Compare and contrast: EFA vs VEA.

Both EFA and VEA are ETFs.

EFA has a lower 5-year return than VEA (2.25% vs 5.33%).

EFA has a higher expense ratio than VEA (0.32% vs 0.05%).

EFA VEA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $43.80B $92.97B
Expense Ratio 0.32% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index FTSE Developed All Cap ex US Index Net TR US RIC
Dividend Yield 2.62% 2.49%

VEA profile: Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in the public equity markets of global ex-US region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the FTSE Developed All Cap ex US Index, by using full replication technique. Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF was formed on August 17, 1999 and is domiciled in the United States.

For further information, check out EFA vs VEA comparison details.

In the EFA review, we covered EFA key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.