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 +9.1% compared to +3.5%
EFA vs EFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFA
$78B
EFG
$17B
Expense Ratio
Winner
EFA
0.32%
EFG
0.34%
Max Drawdown
EFA
63.18%
Winner
EFG
59.71%
Sharpe Ratio
Winner
EFA
1.18
EFG
0.65
5Y Beta
Winner
EFA
0.75
EFG
0.87
5Y Dividends CAGR
EFA
12.97%
Winner
EFG
17.12%
EFA vs EFG - Holdings Comparison
EFA and EFG have 14 common holdings. Overlap is 2.43%
EFA's top 25 holdings weight is 24.07%. EFG's top 25 holdings weight is 35.34%.
| Rank | EFA | EFG |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.00% | ASML HOLDING NV (n/a) - 6.07% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.57% | ASTRAZENECA PLC (AZN:XLON) - 2.30% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.44% | SAP SE (n/a) - 2.02% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.29% | SCHNEIDER ELECTRIC SE (n/a) - 1.69% |
| #5 | SHELL PLC (n/a) - 1.14% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.68% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 1.13% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.56% |
| #7 | NESTLE SA (n/a) - 1.13% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.53% |
| #8 | BHP GROUP LTD (n/a) - 1.09% | ADVANTEST CORP (n/a) - 1.41% |
| #9 | SIEMENS AG (n/a) - 1.09% | TOKYO ELECTRON LTD (n/a) - 1.39% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.04% | ABB LTD (n/a) - 1.39% |
| #11 | SAP SE (n/a) - 1.00% | NOVO NORDISK AS CLASS B (n/a) - 1.38% |
| #12 | BANCO SANTANDER SA (n/a) - 0.93% | HITACHI LTD (n/a) - 1.31% |
| #13 | ALLIANZ SE (n/a) - 0.88% | AIRBUS SE (n/a) - 1.27% |
| #14 | SCHNEIDER ELECTRIC SE (n/a) - 0.84% | SONY GROUP CORP (n/a) - 1.26% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.83% | SAFRAN SA (n/a) - 1.24% |
| #16 | TOYOTA MOTOR CORP (n/a) - 0.81% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.23% |
| #17 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.77% | RECRUIT HOLDINGS CO LTD (n/a) - 1.23% |
| #18 | TOTALENERGIES SE (TTE) - 0.77% | n/a (n/a) - 1.12% |
| #19 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.75% | DEUTSCHE TELEKOM AG (n/a) - 1.04% |
| #20 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.72% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.02% |
| #21 | WESTPAC BANKING CORP (n/a) - 0.37% | FERRARI NV (RACE) - 0.46% |
| #22 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.37% | FUJIKURA LTD (n/a) - 0.45% |
| #23 | INFINEON TECHNOLOGIES AG (n/a) - 0.37% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.45% |
| #24 | TOKIO MARINE HOLDINGS INC (n/a) - 0.37% | SEA LTD ADR (SE) - 0.42% |
| #25 | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.37% | HERMES INTERNATIONAL SA (n/a) - 0.42% |
| Total Holdings | 644 | 339 |
EFA vs EFG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFA
+2.07%
EFG
+1.64%
3M
Winner
EFA
+5.56%
EFG
+1.73%
6M
Winner
EFA
+9.81%
EFG
+7.13%
1Y
Winner
EFA
+23.36%
EFG
+15.23%
5Y(CAGR)
Winner
EFA
+9.09%
EFG
+3.54%
10Y(CAGR)
Winner
EFA
+9.36%
EFG
+7.86%
Max(CAGR)
Winner
EFA
+6.66%
EFG
+6.15%
EFA vs EFG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EFA | EFG |
|---|---|---|
| 2026 | +13.26% | +8.58% |
| 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 -0.55%. The current EFG drawdown is -2.42%.
| 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 - Jun 15, 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 | -5.47% Jun 22, 2026 - Aug 7, 2026 |
| #15 | -7.19% Mar 4, 2005 - Aug 3, 2005 | -5.44% Jul 23, 2025 - Sep 11, 2025 |
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 - 2026)
EFA vs EFG dividend yield comparison.
| Year | EFA | EFG |
|---|---|---|
| 2026 | 1.51% | 0.79% |
| 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% |
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