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22 important things you should know about BlackRock IEFA ETF

Updated: Today
N/A
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • Low expense ratio
Bear Case
  • No Bear case arguments for now!

Before we start: if you’re looking for IEFA “stock” price, you can quickly find it out by visiting Finny and typing "IEFA quote". If you’re looking for a quick scoop on IEFA "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IEFA". You’ll get all this info in one place.

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

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

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

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

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

Fact Sheet

1. Describe iShares Core MSCI EAFE ETF (IEFA).

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.

2. What is IEFA underlying index?

MSCI EAFE Investable Market Index.

3. What are IEFA top holdings?

IEFA has 2,482 stock holdings and 0 bond holdings.

The top 10 holdings represent 10.92% of total assets. Here are the top holdings:

Name Symbol % Assets
Nestle SA NESN 2.13%
Roche Holding AG Dividend Right Cert. ROG 1.58%
Novartis AG NOVN 1.21%
ASML Holding NV ASML 1.02%
SAP SE SAP.DE 0.95%
AstraZeneca PLC AZN.L 0.89%
Toyota Motor Corp 7203 0.86%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 0.79%
Sanofi SA SAN.PA 0.75%
Novo Nordisk A/S B NOVO B 0.74%

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

IEFA has generated the following returns:

  • 1-month return is 0.15%;
  • 3-month return is 6.90%;
  • 1-year return is 3.03%;
  • 3-year return is 1.76%;
  • 5-year return is 5.55%.

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

In the last 10 years, IEFA had 5 up years and 2 down years.

IEFA up and down years

6. What is IEFA dividend yield?

IEFA yield is 3.89%.

7. What is IEFA expense ratio?

IEFA expense ratio is 0.07%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

IEFA expenses

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

  • 1-year ax cost ratio is 0.87%;
  • 3-year ax cost ratio is 0.82%.
IEFA tax costs

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

  • 3-year beta is 0.96;
  • 5-year beta is 0.96.
IEFA Beta

10. What is IEFA Sharpe ratio?

  • 3-year Sharpe ratio is 0.03;
  • 5-year Sharpe ratio is 0.16.
IEFA Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 3 reasons to buy and 0 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are IEFA strengths from our perspective:

  • <strong>IEFA 3-year return</strong> is 1.76%, which is in line with the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 1.95%.
  • <strong>IEFA 5-year return</strong> is 5.55%, which is in line with the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.9%.
  • <strong>IEFA expense ratio</strong> is 0.07%, which is considered low. Nice job picking a low-cost fund.

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

There are no visible red flags.

Alternatives

14. Compare and contrast: IEFA vs IXUS.

Both IEFA and IXUS are ETFs. IEFA has a lower 5-year return than IXUS (5.55% vs 6.24%). IEFA has a lower expense ratio than IXUS (0.07% vs 0.09%). Below is the comparison between IEFA and IXUS.

IEFA IXUS
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Global Ex-U.S. - Total Market
Net Assets $60.41B $17.03B
Expense Ratio 0.07% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index MSCI All Country World Ex-USA Investable Markets
YTD Return -4.36% -3.09%
1-Year Return 3.03% 4.62%
3-Year Return 1.76% 1.84%
5-Year Return 5.55% 6.24%
10-Year Return N/A N/A
Dividend Yield 3.89% 3.77%

IXUS profile: The Fund seeks investment results that correspond to the price and yield performance of the MSCI ACWI ex USA Investable Market Index. The Underlying Index is a free float-adjusted market capitalization index to measure the combined equity market performance of developed and emerging markets countries, excluding the US.

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

15. Compare and contrast: IEFA vs EFA.

Both IEFA and EFA are ETFs. IEFA has a higher 5-year return than EFA (5.55% vs 5.02%). IEFA has a lower expense ratio than EFA (0.07% vs 0.32%). Below is the comparison between IEFA and EFA.

IEFA EFA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $60.41B $43.39B
Expense Ratio 0.07% 0.32%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index MSCI EAFE Index
YTD Return -4.36% -4.88%
1-Year Return 3.03% 1.98%
3-Year Return 1.76% 1.42%
5-Year Return 5.55% 5.02%
10-Year Return N/A 5.03%
Dividend Yield 3.89% 3.77%

EFA profile: 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.

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

16. Compare and contrast: IEFA vs VEA.

Both IEFA and VEA are ETFs. IEFA has a lower 5-year return than VEA (5.55% vs 5.72%). IEFA has a higher expense ratio than VEA (0.07% vs 0.05%). Below is the comparison between IEFA and VEA.

IEFA VEA
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $60.41B $64.02B
Expense Ratio 0.07% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index FTSE Developed All Cap ex US Index Net TR US RIC
YTD Return -4.36% -3.8%
1-Year Return 3.03% 3.8%
3-Year Return 1.76% 1.79%
5-Year Return 5.55% 5.72%
10-Year Return N/A 5.47%
Dividend Yield 3.89% 3.62%

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 IEFA vs VEA comparison details.

17. Compare and contrast: IEFA vs IDEV.

IEFA is an ETF, whereas IDEV is a mutual fund. IEFA has a higher expense ratio than IDEV (0.07% vs 0.05%). Below is the comparison between IEFA and IDEV.

IEFA IDEV
Segment Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $60.41B $1.79B
Expense Ratio 0.07% 0.05%
Management Style passive (index-based) N/A
Underlying Index MSCI EAFE Investable Market Index N/A
YTD Return -4.36% -6.54%
1-Year Return 3.03% 0.09%
3-Year Return 1.76% 1.03%
5-Year Return 5.55% N/A
10-Year Return N/A N/A
Dividend Yield 3.89% 3.14%

IDEV profile: The Fund seeks to track the investment results of an index composed of large-, mid- and small-capitalization developed market equities, excluding the United States. The Underlying Index is free float adjusted, market cap weighted and includes stocks from North America, Europe, Australasia and the Far East.

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

18. Compare and contrast: IEFA vs VXUS.

Both IEFA and VXUS are ETFs. IEFA has a lower 5-year return than VXUS (5.55% vs 6.2%). IEFA has a lower expense ratio than VXUS (0.07% vs 0.08%). Below is the comparison between IEFA and VXUS.

IEFA VXUS
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Global Ex-U.S. - Total Market
Net Assets $60.41B $17.58B
Expense Ratio 0.07% 0.08%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index FTSE Global All Cap ex US Net US RIC
YTD Return -4.36% -3.22%
1-Year Return 3.03% 4.68%
3-Year Return 1.76% 1.81%
5-Year Return 5.55% 6.2%
10-Year Return N/A 4.75%
Dividend Yield 3.89% 3.63%

VXUS profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in developed and emerging markets, excluding the United States. The Fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap ex US Index.

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

19. Compare and contrast: IEFA vs SCHF.

Both IEFA and SCHF are ETFs. IEFA has a lower 5-year return than SCHF (5.55% vs 5.57%). IEFA has a higher expense ratio than SCHF (0.07% vs 0.06%). Below is the comparison between IEFA and SCHF.

IEFA SCHF
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $60.41B $18.02B
Expense Ratio 0.07% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index FTSE Developed ex-US Index
YTD Return -4.36% -3.84%
1-Year Return 3.03% 3.3%
3-Year Return 1.76% 1.78%
5-Year Return 5.55% 5.57%
10-Year Return N/A 5.08%
Dividend Yield 3.89% 3.58%

SCHF profile: The Fund seeks broad exposure to international large-and mid-cap companies in over 20 developed international markets. It seeks investment returns that track the performance, before fees and expenses, of the FTSE Developed ex U.S. Index made up of approximately 1,400 international stocks.

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

20. Compare and contrast: IEFA vs VEU.

Both IEFA and VEU are ETFs. IEFA has a lower 5-year return than VEU (5.55% vs 6.23%). IEFA has a lower expense ratio than VEU (0.07% vs 0.08%). Below is the comparison between IEFA and VEU.

IEFA VEU
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Global Ex-U.S. - Total Market
Net Assets $60.41B $21.41B
Expense Ratio 0.07% 0.08%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index FTSE All World ex US Net TR US RIC
YTD Return -4.36% -2.97%
1-Year Return 3.03% 4.85%
3-Year Return 1.76% 2%
5-Year Return 5.55% 6.23%
10-Year Return N/A 4.78%
Dividend Yield 3.89% 3.65%

VEU profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets outside of the United States. The Fund employs an indexing investment approach designed to track the performance of the FTSE All-World ex US Index.

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

21. Compare and contrast: IEFA vs EFAV.

Both IEFA and EFAV are ETFs. IEFA has a higher 5-year return than EFAV (5.55% vs 5.2%). IEFA has a lower expense ratio than EFAV (0.07% vs 0.2%). Below is the comparison between IEFA and EFAV.

IEFA EFAV
Segment Equity: Developed Markets Ex-U.S. - Total Market Equity: Developed Markets Ex-U.S. - Total Market
Net Assets $60.41B $10.39B
Expense Ratio 0.07% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index MSCI EAFE Investable Market Index MSCI EAFE Minimum Volatility Index
YTD Return -4.36% -6.15%
1-Year Return 3.03% -1.92%
3-Year Return 1.76% 2.12%
5-Year Return 5.55% 5.2%
10-Year Return N/A N/A
Dividend Yield 3.89% 4.81%

EFAV profile: The Fund seeks to investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE Minimum Volatility Index.The Fund seeks to measure the performance of international equity securities that have lower absolute volatility.

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

In the IEFA review, we covered IEFA 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.
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