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 +11.0% compared to +8.7%
EFA vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFA
$77B
IWD
$76B
Expense Ratio
EFA
0.32%
Winner
IWD
0.18%
Max Drawdown
EFA
63.18%
Winner
IWD
61.91%
Sharpe Ratio
EFA
1.15
Winner
IWD
2.01
5Y Beta
EFA
0.75
Winner
IWD
0.73
P/E Ratio
EFA
N/A
IWD
23.55
Forward P/E
EFA
N/A
IWD
17.35
5Y Dividends CAGR
Winner
EFA
12.97%
IWD
6.22%
5Y EPS CAGR
EFA
N/A
IWD
13.91%
Debt to Equity
EFA
N/A
IWD
13.67%
P/S Ratio
EFA
N/A
IWD
2.30
P/B Ratio
EFA
N/A
IWD
3.23
EFA vs IWD - Holdings Comparison
EFA and IWD have 3 common holdings. Overlap is -0.16%
EFA's top 25 holdings weight is 23.97%. IWD's top 25 holdings weight is 35.06%.
| Rank | EFA | IWD |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.38% | MICRON TECHNOLOGY INC (MU) - 3.41% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.65% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | JPMORGAN CHASE & CO (JPM) - 2.65% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.30% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.26% | AMAZON.COM INC (AMZN) - 1.83% |
| #6 | NESTLE SA (n/a) - 1.19% | ALPHABET INC CLASS C (GOOG) - 1.79% |
| #7 | SHELL PLC (n/a) - 1.12% | EXXON MOBIL CORP (XOM) - 1.74% |
| #8 | SIEMENS AG (n/a) - 1.05% | JOHNSON & JOHNSON (JNJ) - 1.65% |
| #9 | BHP GROUP LTD (n/a) - 1.04% | INTEL CORP (INTC) - 1.57% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.97% | CISCO SYSTEMS INC (CSCO) - 1.37% |
| #11 | TOKYO ELECTRON LTD (n/a) - 0.88% | WALMART INC (WMT) - 1.36% |
| #12 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% | CATERPILLAR INC (CAT) - 1.14% |
| #13 | BANCO SANTANDER SA (n/a) - 0.85% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #14 | TOTALENERGIES SE (TTE) - 0.80% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #15 | ALLIANZ SE (n/a) - 0.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.00% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 0.78% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #17 | SAP SE (n/a) - 0.78% | APPLIED MATERIALS INC (AMAT) - 0.99% |
| #18 | TOYOTA MOTOR CORP (n/a) - 0.76% | CHEVRON CORP (CVX) - 0.97% |
| #19 | ABB LTD (n/a) - 0.74% | THE GOLDMAN SACHS GROUP INC (GS) - 0.90% |
| #20 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.74% | MERCK & CO INC (MRK) - 0.84% |
| #21 | WESTPAC BANKING CORP (n/a) - 0.39% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.82% |
| #22 | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.82% |
| #23 | NATIONAL GRID PLC (n/a) - 0.37% | WELLS FARGO & CO (WFC) - 0.76% |
| #24 | LLOYDS BANKING GROUP PLC (n/a) - 0.37% | MORGAN STANLEY (MS) - 0.75% |
| #25 | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.36% | RTX CORP (RTX) - 0.75% |
| Total Holdings | 663 | 802 |
EFA vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
EFA
+0.09%
Winner
IWD
+2.28%
3M
EFA
+8.59%
Winner
IWD
+13.41%
6M
EFA
+8.08%
Winner
IWD
+14.65%
1Y
EFA
+21.83%
Winner
IWD
+28.22%
5Y(CAGR)
EFA
+8.72%
Winner
IWD
+11.03%
10Y(CAGR)
EFA
+8.90%
Winner
IWD
+11.18%
Max(CAGR)
EFA
+6.88%
Winner
IWD
+8.14%
EFA vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EFA | IWD |
|---|---|---|
| 2026 | +7.25% | +14.33% |
| 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 | +22.19% | +16.44% |
| 2003 | +40.10% | +25.72% |
| 2002 | -12.76% | -16.22% |
| 2001 | -4.77% | -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 -2.03%. The current IWD drawdown is -1.16%.
| 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 | -29.61% Aug 24, 2001 - Sep 18, 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 | 1.60% | 0.66% |
| 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 | 4.51% | 1.96% |
| 2003 | 3.44% | 1.91% |
| 2002 | 5.70% | 2.14% |
| 2001 | 0.62% | 1.56% |
| 2000 | 0.00% | 0.74% |
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