EFA vs IWD
Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceIWD has outperformed EFA, delivering a return of +11.8% compared to +9.4%
EFA vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFA
$77B
Winner
IWD
$80B
Expense Ratio
EFA
0.32%
Winner
IWD
0.18%
Max Drawdown
EFA
63.18%
Winner
IWD
61.91%
Sharpe Ratio
EFA
1.29
Winner
IWD
2.31
5Y Beta
EFA
0.75
Winner
IWD
0.73
P/E Ratio
EFA
N/A
IWD
22.93
Forward P/E
EFA
N/A
IWD
19.06
5Y Dividends CAGR
Winner
EFA
12.97%
IWD
6.22%
5Y EPS CAGR
EFA
N/A
IWD
13.32%
Debt to Equity
EFA
N/A
IWD
52.09%
P/S Ratio
EFA
N/A
IWD
2.40
P/B Ratio
EFA
N/A
IWD
3.43
EFA vs IWD - Holdings Comparison
EFA and IWD have 4 common holdings. Overlap is 0.11%
EFA's top 25 holdings weight is 25.65%. IWD's top 25 holdings weight is 38.96%.
| Rank | EFA | IWD |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.25% | AMAZON.COM INC (AMZN) - 6.05% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.60% | APPLE INC (AAPL) - 5.97% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.33% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.30% | JPMORGAN CHASE & CO (JPM) - 2.54% |
| #5 | NESTLE SA (n/a) - 1.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.51% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 1.16% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.74% |
| #7 | SHELL PLC (n/a) - 1.13% | JOHNSON & JOHNSON (JNJ) - 1.66% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08% | INTEL CORP (INTC) - 1.27% |
| #9 | SIEMENS AG (n/a) - 1.06% | CISCO SYSTEMS INC (CSCO) - 1.22% |
| #10 | BHP GROUP LTD (n/a) - 0.96% | WALMART INC (WMT) - 1.22% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.92% | ABBVIE INC (ABBV) - 1.15% |
| #12 | BANCO SANTANDER SA (n/a) - 0.90% | UNITEDHEALTH GROUP INC (UNH) - 1.08% |
| #13 | TOKYO ELECTRON LTD (n/a) - 0.84% | BANK OF AMERICA CORP (BAC) - 1.04% |
| #14 | ALLIANZ SE (n/a) - 0.84% | CHEVRON CORP (CVX) - 0.97% |
| #15 | TOYOTA MOTOR CORP (n/a) - 0.79% | PROCTER & GAMBLE CO (PG) - 0.95% |
| #16 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.77% | THE GOLDMAN SACHS GROUP INC (GS) - 0.86% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 0.77% | MERCK & CO INC (MRK) - 0.86% |
| #18 | SAP SE (n/a) - 0.75% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.81% |
| #19 | TOTALENERGIES SE (TTE) - 0.75% | COCA-COLA CO (KO) - 0.78% |
| #20 | NOVO NORDISK AS CLASS B (n/a) - 0.73% | WELLS FARGO & CO (WFC) - 0.74% |
| #21 | ABB LTD (n/a) - 0.72% | DANAHER CORP (DHR) - 0.31% |
| #22 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.71% | STRYKER CORP (SYK) - 0.30% |
| #23 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71% | SOUTHERN CO (SO) - 0.29% |
| #24 | IBERDROLA SA (n/a) - 0.68% | n/a (DELL) - 0.29% |
| #25 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.67% | MEDTRONIC PLC (MDT) - 0.29% |
| Total Holdings | 670 | 815 |
EFA vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
EFA
+1.80%
Winner
IWD
+3.59%
3M
EFA
+4.04%
Winner
IWD
+9.57%
6M
EFA
+6.27%
Winner
IWD
+14.84%
1Y
EFA
+24.73%
Winner
IWD
+33.73%
5Y(CAGR)
EFA
+9.39%
Winner
IWD
+11.82%
10Y(CAGR)
EFA
+9.59%
Winner
IWD
+11.59%
Max(CAGR)
EFA
+6.65%
Winner
IWD
+8.36%
EFA vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EFA | IWD |
|---|---|---|
| 2026 | +12.37% | +21.53% |
| 2025 | +32.00% | +15.91% |
| 2024 | +4.68% | +13.78% |
| 2023 | +17.36% | +11.40% |
| 2022 | -14.90% | -8.06% |
| 2021 | +10.88% | +26.65% |
| 2020 | +6.51% | +2.31% |
| 2019 | +22.28% | +26.15% |
| 2018 | -14.44% | -8.84% |
| 2017 | +24.32% | +12.65% |
| 2016 | +2.95% | +18.65% |
| 2015 | -0.57% | -3.99% |
| 2014 | -4.51% | +14.25% |
| 2013 | +19.53% | +28.94% |
| 2012 | +15.65% | +15.55% |
| 2011 | -12.97% | -1.00% |
| 2010 | +5.38% | +13.28% |
| 2009 | +25.33% | +16.61% |
| 2008 | -40.83% | -35.73% |
| 2007 | +9.51% | -0.33% |
| 2006 | +21.73% | +20.13% |
| 2005 | +14.14% | +7.79% |
| 2004 | +18.63% | +16.44% |
| 2003 | +36.90% | +25.72% |
| 2002 | -15.92% | -16.22% |
| 2001 | -5.19% | -4.66% |
| 2000 | N/A | +8.98% |
EFA vs IWD Drawdown Comparison
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current EFA drawdown is -0.07%. The current IWD drawdown is -0.20%.
| Rank | EFA | IWD |
|---|---|---|
| #1 | -61.04% Oct 31, 2007 - Jun 6, 2014 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -34.19% Jan 26, 2018 - Nov 16, 2020 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -31.40% Aug 24, 2001 - Oct 14, 2003 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -29.49% Sep 7, 2021 - Feb 16, 2024 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -22.97% May 15, 2015 - May 4, 2017 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -15.76% May 9, 2006 - Oct 26, 2006 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -14.53% Jul 2, 2014 - May 15, 2015 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -14.05% Mar 19, 2025 - May 2, 2025 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -11.58% Jul 12, 2007 - Oct 1, 2007 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -11.42% Feb 25, 2026 - Jun 15, 2026 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -10.14% Sep 26, 2024 - Mar 5, 2025 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -9.81% Feb 17, 2004 - Oct 6, 2004 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -7.67% Jul 12, 2024 - Aug 21, 2024 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -7.59% Feb 26, 2007 - Apr 3, 2007 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -7.19% Mar 4, 2005 - Aug 3, 2005 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between EFA and IWD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
EFA vs IWD dividend yield comparison.
| Year | EFA | IWD |
|---|---|---|
| 2026 | 1.52% | 0.62% |
| 2025 | 3.38% | 1.69% |
| 2024 | 3.24% | 1.87% |
| 2023 | 2.98% | 2.02% |
| 2022 | 2.69% | 2.15% |
| 2021 | 3.33% | 1.62% |
| 2020 | 2.13% | 2.05% |
| 2019 | 3.10% | 2.45% |
| 2018 | 3.39% | 2.71% |
| 2017 | 2.57% | 2.09% |
| 2016 | 3.07% | 2.25% |
| 2015 | 2.76% | 2.47% |
| 2014 | 3.72% | 2.00% |
| 2013 | 2.54% | 1.95% |
| 2012 | 3.09% | 2.30% |
| 2011 | 3.45% | 2.30% |
| 2010 | 2.40% | 1.98% |
| 2009 | 2.61% | 2.36% |
| 2008 | 4.12% | 3.70% |
| 2007 | 2.55% | 2.40% |
| 2006 | 2.09% | 2.05% |
| 2005 | 1.87% | 2.46% |
| 2004 | 1.50% | 1.96% |
| 2003 | 1.15% | 1.91% |
| 2002 | 1.90% | 2.14% |
| 2001 | 0.21% | 1.56% |
| 2000 | 0.00% | 0.74% |
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