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 +8.6% compared to +6.0%
EFA vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFA
$72B
Winner
IWM
$72B
Expense Ratio
EFA
0.32%
Winner
IWM
0.19%
Max Drawdown
EFA
63.18%
Winner
IWM
59.89%
Sharpe Ratio
EFA
1.35
Winner
IWM
1.84
5Y Beta
Winner
EFA
0.74
IWM
1.09
P/E Ratio
EFA
N/A
IWM
-406.62
Forward P/E
EFA
N/A
IWM
14.44
5Y Dividends CAGR
Winner
EFA
13.08%
IWM
7.95%
5Y EPS CAGR
EFA
N/A
IWM
12.78%
P/S Ratio
EFA
N/A
IWM
1.30
P/B Ratio
EFA
N/A
IWM
2.08
EFA vs IWM - Holdings Comparison
EFA and IWM have 1 common holdings. Overlap is -0.68%
EFA's top 25 holdings weight is 23.37%. IWM's top 25 holdings weight is 9.52%.
| Rank | EFA | IWM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.64% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.43% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.36% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.28% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | NESTLE SA (n/a) - 1.24% | FABRINET (FN) - 0.46% |
| #7 | SHELL PLC (n/a) - 1.18% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | SIEMENS AG (n/a) - 1.01% | COEUR MINING INC (CDE) - 0.39% |
| #9 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.97% | RAMBUS INC (RMBS) - 0.37% |
| #10 | BHP GROUP LTD (n/a) - 0.95% | n/a (HIMS) - 0.37% |
| #11 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.91% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | TOYOTA MOTOR CORP (n/a) - 0.85% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | SAP SE (n/a) - 0.84% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | TOTALENERGIES SE (TTE:XPAR) - 0.83% | n/a (CWAN) - 0.34% |
| #15 | BANCO SANTANDER SA (n/a) - 0.82% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 0.82% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | ALLIANZ SE (n/a) - 0.80% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.79% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | ABB LTD (n/a) - 0.72% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | IBERDROLA SA (n/a) - 0.70% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | ING GROEP NV (n/a) - 0.38% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | INFINEON TECHNOLOGIES AG (n/a) - 0.38% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | SPOTIFY TECHNOLOGY SA (SPOT) - 0.38% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | AXA SA (n/a) - 0.37% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 680 | 1795 |
EFA vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
EFA
+1.73%
Winner
IWM
+9.10%
3M
EFA
-0.03%
Winner
IWM
+6.67%
6M
EFA
+12.25%
Winner
IWM
+18.22%
1Y
EFA
+25.87%
Winner
IWM
+42.77%
5Y(CAGR)
Winner
EFA
+8.61%
IWM
+6.04%
10Y(CAGR)
EFA
+9.39%
Winner
IWM
+11.26%
Max(CAGR)
EFA
+6.51%
Winner
IWM
+8.69%
EFA vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EFA | IWM |
|---|---|---|
| 2026 | +7.13% | +14.43% |
| 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% |
| 2000 | N/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 EFA drawdown is -1.61%. The current IWM drawdown is -0.92%.
| Rank | EFA | IWM |
|---|---|---|
| #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 - Mar 20, 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.
| Year | EFA | IWM |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 3.38% | 1.04% |
| 2024 | 3.24% | 1.15% |
| 2023 | 2.98% | 1.35% |
| 2022 | 2.69% | 1.48% |
| 2021 | 3.33% | 0.94% |
| 2020 | 2.13% | 1.04% |
| 2019 | 3.10% | 1.26% |
| 2018 | 3.39% | 1.40% |
| 2017 | 2.57% | 1.26% |
| 2016 | 3.07% | 1.38% |
| 2015 | 2.76% | 1.54% |
| 2014 | 3.72% | 1.26% |
| 2013 | 2.54% | 1.23% |
| 2012 | 3.09% | 2.00% |
| 2011 | 3.45% | 1.40% |
| 2010 | 2.40% | 1.14% |
| 2009 | 2.61% | 1.15% |
| 2008 | 4.12% | 1.78% |
| 2007 | 2.55% | 1.02% |
| 2006 | 2.09% | 1.07% |
| 2005 | 1.87% | 1.32% |
| 2004 | 1.50% | 0.92% |
| 2003 | 1.15% | 0.83% |
| 2002 | 1.90% | 1.31% |
| 2001 | 0.21% | 1.08% |
| 2000 | 0.00% | 0.89% |
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