12 important things you should know about BlackRock EFA ETF
Updated: November 29, 2021
Bull case
5-year return above the benchmark
10-year return above the benchmark
Bear case
3-year return below the benchmark
15-year return below the benchmark

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. What is EFA dividend yield?
  6. What is EFA Finny Score? EFA buy or sell?
  7. What are the pros of investing in EFA? What are EFA buy reasons?
  8. What are the cons of investing in EFA? What are EFA sell reasons?
  9. Compare and contrast: EFA vs EEM.
  10. Compare and contrast: EFA vs SPY.
  11. Compare and contrast: EFA vs VEA.
  12. Compare and contrast: EFA vs VEU.

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

Fact Sheet

1. Describe iShares MSCI EAFE ETF (EFA).

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.

2. What is EFA underlying index?

MSCI EAFE Index.

3. What are EFA top holdings?

EFA has 844 stock holdings and 0 bond holdings.

The top 10 holdings represent 12.28% of total assets. Here are the top holdings:

Name Symbol % Assets
Nestle SA NESN 2.53%
Roche Holding AG Dividend Right Cert. ROG 1.71%
Novartis AG NOVN 1.31%
ASML Holding NV ASML 1.17%
Toyota Motor Corp 7203 1.04%
AstraZeneca PLC AZN.L 1.00%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 0.98%
AIA Group Ltd 01299.HK 0.86%
Novo Nordisk A/S B NOVO B 0.84%
SAP SE SAP.DE 0.84%

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

EFA has generated the following returns:

  • 1-month return is -4.19%;
  • 3-month return is -3.55%;
  • 1-year return is 10.84%;
  • 3-year return is 10.05%;
  • 5-year return is 9.27%;
  • 10-year return is 8.31%;
  • 15-year return is 3.55%.

5. What is EFA dividend yield?

EFA yield is %.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 2 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 50.

7. 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 9.27%, which is in line with the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 10.1%.
  • EFA 10-year return is 8.31%, which is higher than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 7.92%.

8. 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 10.05%, which is lower than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 11.84%.
  • EFA 15-year return is 3.55%, which is lower than the 15-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 4.03%.

Alternatives

9. Compare and contrast: EFA vs EEM.

Both EFA and EEM are ETFs.

EFA has a higher 5-year return than EEM (9.27% vs 8.87%).

EFA has a lower expense ratio than EEM (0.32% vs 0.68%).

EFA EEM
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Emerging Markets - Total Market
Net Assets $57.94B $30.01B
Expense Ratio 0.32% 0.68%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index MSCI Emerging Markets Index
Dividend Yield N/A N/A

EEM profile: The Fund seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities. The Fund invests, under normal circumstances, at least 90% of its assets in the securities of its Underlying Index and in depositary receipts representing securities in its Underlying Index.

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

10. Compare and contrast: EFA vs SPY.

Both EFA and SPY are ETFs.

EFA has a lower 5-year return than SPY (9.27% vs 17.79%).

EFA has a higher expense ratio than SPY (0.32% vs 0.09%).

EFA SPY
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: U.S. - Large Cap
Net Assets $57.94B $417.28B
Expense Ratio 0.32% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index S&P 500
Dividend Yield N/A 1.3%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

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

11. Compare and contrast: EFA vs VEA.

Both EFA and VEA are ETFs.

EFA has a lower 5-year return than VEA (9.27% vs 9.84%).

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 $57.94B $106.59B
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 N/A N/A

VEA profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe and the Pacific Region. The Fund employs an indexing investment approach designed to track the performance of FTSE Developed All Cap ex US Index.

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

12. Compare and contrast: EFA vs VEU.

Both EFA and VEU are ETFs.

EFA has a lower 5-year return than VEU (9.27% vs 9.61%).

EFA has a higher expense ratio than VEU (0.32% vs 0.08%).

EFA VEU
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Global Ex-U.S. - Total Market
Net Assets $57.94B $35.49B
Expense Ratio 0.32% 0.08%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Index FTSE All World ex US Net TR US RIC
Dividend Yield N/A 2.31%

For further information, check out EFA vs VEU 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.