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EFA vs IWM

Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).

5-Year PerformanceEFA has outperformed IWM, delivering a return of +9.6% compared to +7.5%

EFA vs IWM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EFA
$77B
Winner
IWM
$83B
Expense Ratio
EFA
0.32%
Winner
IWM
0.19%
Max Drawdown
EFA
63.18%
Winner
IWM
59.89%
Sharpe Ratio
EFA
1.31
Winner
IWM
1.58
5Y Beta
Winner
EFA
0.75
IWM
1.09
P/E Ratio
EFA
N/A
IWM
-68.57
Forward P/E
EFA
N/A
IWM
14.47
5Y Dividends CAGR
Winner
EFA
12.97%
IWM
6.40%
5Y EPS CAGR
EFA
N/A
IWM
12.56%
Debt to Equity
EFA
N/A
IWM
42.84%
P/S Ratio
EFA
N/A
IWM
1.25
P/B Ratio
EFA
N/A
IWM
2.12

EFA vs IWM - Holdings Comparison

EFA and IWM have 1 common holdings. Overlap is -0.68%

EFA's top 25 holdings weight is 25.65%. IWM's top 25 holdings weight is 9.52%.

RankEFAIWM
#1
ASML HOLDING NV (n/a) - 3.25%
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86%
#2
HSBC HOLDINGS PLC (n/a) - 1.60%
RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68%
#3
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.33%
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54%
#4
NOVARTIS AG REGISTERED SHARES (n/a) - 1.30%
IONQ INC CLASS A (IONQ) - 0.50%
#5
NESTLE SA (n/a) - 1.23%
BLOOM ENERGY CORP CLASS A (BE) - 0.49%
#6
ASTRAZENECA PLC (AZN:XLON) - 1.16%
FABRINET (FN) - 0.46%
#7
SHELL PLC (n/a) - 1.13%
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42%
#8
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08%
COEUR MINING INC (CDE) - 0.39%
#9
SIEMENS AG (n/a) - 1.06%
RAMBUS INC (RMBS) - 0.37%
#10
BHP GROUP LTD (n/a) - 0.96%
n/a (HIMS) - 0.37%
#11
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.92%
OKLO INC CLASS A SHARES (OKLO) - 0.35%
#12
BANCO SANTANDER SA (n/a) - 0.90%
ECHOSTAR CORP CLASS A (SATS) - 0.35%
#13
TOKYO ELECTRON LTD (n/a) - 0.84%
STERLING INFRASTRUCTURE INC (STRL) - 0.35%
#14
ALLIANZ SE (n/a) - 0.84%
n/a (CWAN) - 0.34%
#15
TOYOTA MOTOR CORP (n/a) - 0.79%
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34%
#16
UBS GROUP AG REGISTERED SHARES (n/a) - 0.77%
ENSIGN GROUP INC (ENSG) - 0.33%
#17
SCHNEIDER ELECTRIC SE (n/a) - 0.77%
CHART INDUSTRIES INC (GTLS) - 0.32%
#18
SAP SE (n/a) - 0.75%
SPX TECHNOLOGIES INC (SPXC) - 0.32%
#19
TOTALENERGIES SE (TTE) - 0.75%
UMB FINANCIAL CORP (UMBF) - 0.32%
#20
NOVO NORDISK AS CLASS B (n/a) - 0.73%
INTERDIGITAL INC (IDCC) - 0.31%
#21
ABB LTD (n/a) - 0.72%
COMMVAULT SYSTEMS INC (CVLT) - 0.30%
#22
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.71%
ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21%
#23
ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71%
MERITAGE HOMES CORP (MTH) - 0.20%
#24
IBERDROLA SA (n/a) - 0.68%
MOOG INC CLASS A (MOG-A) - 0.20%
#25
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.67%
RIOT PLATFORMS INC (RIOT) - 0.20%
Total Holdings6701795

EFA vs IWM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EFA
+4.21%
IWM
+1.81%
3M
Winner
EFA
+7.16%
IWM
+7.09%
6M
EFA
+7.45%
Winner
IWM
+14.26%
1Y
EFA
+24.99%
Winner
IWM
+38.60%
5Y(CAGR)
Winner
EFA
+9.63%
IWM
+7.52%
10Y(CAGR)
EFA
+9.69%
Winner
IWM
+10.84%
Max(CAGR)
EFA
+6.69%
Winner
IWM
+8.86%

EFA vs IWM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearEFAIWM
2026+13.62%+21.72%
2025+32.00%+12.57%
2024+4.68%+12.06%
2023+17.36%+17.49%
2022-14.90%-21.49%
2021+10.88%+16.05%
2020+6.51%+19.95%
2019+22.28%+24.69%
2018-14.44%-11.94%
2017+24.32%+14.02%
2016+2.95%+24.49%
2015-0.57%-3.91%
2014-4.51%+6.18%
2013+19.53%+34.73%
2012+15.65%+14.79%
2011-12.97%-6.07%
2010+5.38%+23.88%
2009+25.33%+26.00%
2008-40.83%-33.48%
2007+9.51%-1.92%
2006+21.73%+15.96%
2005+14.14%+5.83%
2004+18.63%+16.79%
2003+36.90%+43.62%
2002-15.92%-20.74%
2001-5.19%+5.46%
2000N/A+5.62%

EFA vs IWM Drawdown Comparison

The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.

The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The current IWM drawdown is -0.05%.

RankEFAIWM
#1-61.04%
Oct 31, 2007 - Jun 6, 2014		-59.03%
Jul 9, 2007 - Feb 11, 2011
#2-34.19%
Jan 26, 2018 - Nov 16, 2020		-41.13%
Aug 31, 2018 - Nov 9, 2020
#3-31.40%
Aug 24, 2001 - Oct 14, 2003		-38.67%
Jul 17, 2000 - Oct 13, 2003
#4-29.49%
Sep 7, 2021 - Feb 16, 2024		-31.91%
Nov 8, 2021 - Nov 6, 2024
#5-22.97%
May 15, 2015 - May 4, 2017		-28.92%
Apr 29, 2011 - Sep 13, 2012
#6-15.76%
May 9, 2006 - Oct 26, 2006		-27.50%
Nov 25, 2024 - Sep 11, 2025
#7-14.53%
Jul 2, 2014 - May 15, 2015		-25.68%
Jun 23, 2015 - Nov 11, 2016
#8-14.05%
Mar 19, 2025 - May 2, 2025		-14.19%
Apr 5, 2004 - Nov 5, 2004
#9-11.58%
Jul 12, 2007 - Oct 1, 2007		-14.14%
May 8, 2006 - Nov 14, 2006
#10-11.42%
Feb 25, 2026 - Jun 15, 2026		-12.70%
Jul 3, 2014 - Dec 22, 2014
#11-10.14%
Sep 26, 2024 - Mar 5, 2025		-12.14%
Dec 28, 2004 - Jul 5, 2005
#12-9.81%
Feb 17, 2004 - Oct 6, 2004		-11.03%
Jan 22, 2026 - Apr 15, 2026
#13-7.67%
Jul 12, 2024 - Aug 21, 2024		-10.72%
Sep 14, 2012 - Jan 2, 2013
#14-7.59%
Feb 26, 2007 - Apr 3, 2007		-9.60%
Aug 2, 2005 - Dec 1, 2005
#15-7.19%
Mar 4, 2005 - Aug 3, 2005		-9.55%
Mar 15, 2021 - Nov 1, 2021

Correlation

Correlation between EFA and IWM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2000 - 2026)

EFA vs IWM dividend yield comparison.

YearEFAIWM
20261.51%0.38%
20253.38%1.04%
20243.24%1.15%
20232.98%1.35%
20222.69%1.48%
20213.33%0.94%
20202.13%1.04%
20193.10%1.26%
20183.39%1.40%
20172.57%1.26%
20163.07%1.38%
20152.76%1.54%
20143.72%1.26%
20132.54%1.23%
20123.09%2.00%
20113.45%1.40%
20102.40%1.14%
20092.61%1.15%
20084.12%1.78%
20072.55%1.02%
20062.09%1.07%
20051.87%1.32%
20041.50%0.92%
20031.15%0.83%
20021.90%1.31%
20010.21%1.08%
20000.00%0.89%

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