EFA vs EFG
Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and ISHARES MSCI EAFE GROWTH ETF (EFG, ETF).
5-Year PerformanceEFA has outperformed EFG, delivering a return of +7.9% compared to +3.7%
EFA vs EFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFA
$76B
EFG
$15B
Expense Ratio
Winner
EFA
0.32%
EFG
0.34%
Max Drawdown
EFA
63.18%
Winner
EFG
59.71%
Sharpe Ratio
Winner
EFA
0.95
EFG
0.47
5Y Beta
Winner
EFA
0.74
EFG
0.86
5Y Dividends CAGR
EFA
13.08%
Winner
EFG
21.47%
EFA vs EFG - Holdings Comparison
EFA and EFG have 16 common holdings. Overlap is 2.68%
EFA's top 25 holdings weight is 24.72%. EFG's top 25 holdings weight is 35.84%.
| Rank | EFA | EFG |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.61% | ASML HOLDING NV (n/a) - 5.53% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.42% | ASTRAZENECA PLC (AZN:XLON) - 2.84% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.36% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.81% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.34% | SAP SE (n/a) - 1.87% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.33% | SCHNEIDER ELECTRIC SE (n/a) - 1.60% |
| #6 | NESTLE SA (n/a) - 1.21% | ABB LTD (n/a) - 1.55% |
| #7 | SHELL PLC (n/a) - 1.16% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.48% |
| #8 | SIEMENS AG (n/a) - 1.05% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.43% |
| #9 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.02% | NOVO NORDISK AS CLASS B (n/a) - 1.41% |
| #10 | BHP GROUP LTD (n/a) - 0.98% | HITACHI LTD (n/a) - 1.40% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.90% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.31% |
| #12 | SAP SE (n/a) - 0.88% | TOKYO ELECTRON LTD (n/a) - 1.31% |
| #13 | TOTALENERGIES SE (TTE) - 0.85% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.29% |
| #14 | TOYOTA MOTOR CORP (n/a) - 0.82% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.23% |
| #15 | BANCO SANTANDER SA (n/a) - 0.81% | ADVANTEST CORP (n/a) - 1.20% |
| #16 | ALLIANZ SE (n/a) - 0.78% | AIR LIQUIDE SA (n/a) - 1.15% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 0.76% | AIRBUS SE (n/a) - 1.15% |
| #18 | ABB LTD (n/a) - 0.73% | SAFRAN SA (n/a) - 1.11% |
| #19 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.70% | n/a (n/a) - 1.04% |
| #20 | IBERDROLA SA (n/a) - 0.68% | L'OREAL SA (n/a) - 0.98% |
| #21 | SONY GROUP CORP (n/a) - 0.67% | GOODMAN GROUP (n/a) - 0.44% |
| #22 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.67% | LONZA GROUP LTD (n/a) - 0.43% |
| #23 | NOVO NORDISK AS CLASS B (n/a) - 0.67% | DEUTSCHE TELEKOM AG (n/a) - 0.43% |
| #24 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.66% | UNILEVER PLC (n/a) - 0.43% |
| #25 | HITACHI LTD (n/a) - 0.66% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.42% |
| Total Holdings | 712 | 352 |
EFA vs EFG - Historical Returns
Returns include dividend reinvestment.
1M
EFA
+0.22%
Winner
EFG
+0.28%
3M
EFA
+3.13%
Winner
EFG
+3.22%
6M
Winner
EFA
+8.67%
EFG
+5.97%
1Y
Winner
EFA
+18.45%
EFG
+11.06%
5Y(CAGR)
Winner
EFA
+7.92%
EFG
+3.72%
10Y(CAGR)
Winner
EFA
+8.87%
EFG
+7.66%
Max(CAGR)
Winner
EFA
+6.42%
EFG
+6.01%
EFA vs EFG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EFA | EFG |
|---|---|---|
| 2026 | +5.38% | +4.11% |
| 2025 | +32.00% | +21.02% |
| 2024 | +4.68% | +3.20% |
| 2023 | +17.36% | +16.74% |
| 2022 | -14.90% | -23.27% |
| 2021 | +10.88% | +10.16% |
| 2020 | +6.51% | +17.02% |
| 2019 | +22.28% | +28.17% |
| 2018 | -14.44% | -13.23% |
| 2017 | +24.32% | +28.68% |
| 2016 | +2.95% | -1.54% |
| 2015 | -0.57% | +3.93% |
| 2014 | -4.51% | -4.10% |
| 2013 | +19.53% | +19.68% |
| 2012 | +15.65% | +14.71% |
| 2011 | -12.97% | -13.55% |
| 2010 | +5.38% | +9.96% |
| 2009 | +25.33% | +22.85% |
| 2008 | -40.83% | -40.01% |
| 2007 | +9.51% | +14.32% |
| 2006 | +21.73% | +17.74% |
| 2005 | +14.14% | +10.98% |
| 2004 | +18.63% | N/A |
| 2003 | +36.90% | N/A |
| 2002 | -15.92% | N/A |
| 2001 | -5.19% | N/A |
EFA vs EFG Drawdown Comparison
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The current EFA drawdown is -3.22%. The current EFG drawdown is -3.38%.
| Rank | EFA | EFG |
|---|---|---|
| #1 | -61.04% Oct 31, 2007 - Jun 6, 2014 | -58.41% Oct 31, 2007 - May 1, 2014 |
| #2 | -34.19% Jan 26, 2018 - Nov 16, 2020 | -35.76% Sep 7, 2021 - May 19, 2025 |
| #3 | -31.40% Aug 24, 2001 - Oct 14, 2003 | -29.88% Jan 17, 2020 - Jul 22, 2020 |
| #4 | -29.49% Sep 7, 2021 - Feb 16, 2024 | -20.72% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -22.97% May 15, 2015 - May 4, 2017 | -18.90% May 21, 2015 - May 2, 2017 |
| #6 | -15.76% May 9, 2006 - Oct 26, 2006 | -16.38% May 9, 2006 - Nov 30, 2006 |
| #7 | -14.53% Jul 2, 2014 - May 15, 2015 | -13.53% Jul 3, 2014 - Apr 23, 2015 |
| #8 | -14.05% Mar 19, 2025 - May 2, 2025 | -12.78% Feb 25, 2026 - Jun 2, 2026 |
| #9 | -11.58% Jul 12, 2007 - Oct 1, 2007 | -12.13% Jul 12, 2007 - Sep 27, 2007 |
| #10 | -11.42% Feb 25, 2026 - Mar 20, 2026 | -7.80% Feb 16, 2021 - Apr 15, 2021 |
| #11 | -10.14% Sep 26, 2024 - Mar 5, 2025 | -7.72% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -9.81% Feb 17, 2004 - Oct 6, 2004 | -7.08% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -7.67% Jul 12, 2024 - Aug 21, 2024 | -6.95% Oct 27, 2025 - Jan 5, 2026 |
| #14 | -7.59% Feb 26, 2007 - Apr 3, 2007 | -5.44% Jul 23, 2025 - Sep 11, 2025 |
| #15 | -7.19% Mar 4, 2005 - Aug 3, 2005 | -5.20% Sep 29, 2005 - Dec 1, 2005 |
Correlation
Correlation between EFA and EFG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2025)
EFA vs EFG dividend yield comparison.
| Year | EFA | EFG |
|---|---|---|
| 2025 | 3.38% | 2.53% |
| 2024 | 3.24% | 1.64% |
| 2023 | 2.98% | 1.63% |
| 2022 | 2.69% | 1.27% |
| 2021 | 3.33% | 1.54% |
| 2020 | 2.13% | 0.85% |
| 2019 | 3.10% | 1.69% |
| 2018 | 3.39% | 1.98% |
| 2017 | 2.57% | 1.56% |
| 2016 | 3.07% | 2.20% |
| 2015 | 2.76% | 1.75% |
| 2014 | 3.72% | 2.34% |
| 2013 | 2.54% | 1.86% |
| 2012 | 3.09% | 2.29% |
| 2011 | 3.45% | 2.48% |
| 2010 | 2.40% | 1.78% |
| 2009 | 2.61% | 2.09% |
| 2008 | 4.12% | 2.91% |
| 2007 | 2.55% | 0.94% |
| 2006 | 2.09% | 1.01% |
| 2005 | 1.87% | 0.41% |
| 2004 | 1.50% | 0.00% |
| 2003 | 1.15% | 0.00% |
| 2002 | 1.90% | 0.00% |
| 2001 | 0.21% | 0.00% |
Select Stocks to Compare
Popular: EFA vs SPYEFG vs SPY
More Comparisons
Compare with similar stocks