EFA vs SPY
Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EFA, delivering a return of +13.2% compared to +8.7%
EFA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFA
$77B
Winner
SPY
$784B
Expense Ratio
EFA
0.32%
Winner
SPY
0.09%
Max Drawdown
EFA
63.18%
Winner
SPY
56.47%
Sharpe Ratio
EFA
1.15
Winner
SPY
1.54
5Y Beta
Winner
EFA
0.75
SPY
1.00
P/E Ratio
EFA
N/A
SPY
27.62
Forward P/E
EFA
N/A
SPY
21.11
5Y Dividends CAGR
Winner
EFA
12.97%
SPY
6.00%
5Y EPS CAGR
EFA
N/A
SPY
25.30%
Debt to Equity
EFA
N/A
SPY
31.11%
P/S Ratio
EFA
N/A
SPY
3.49
P/B Ratio
EFA
N/A
SPY
5.30
EFA vs SPY - Holdings Comparison
EFA and SPY have 1 common holdings. Overlap is -0.02%
EFA's top 25 holdings weight is 23.97%. SPY's top 25 holdings weight is 51.24%.
| Rank | EFA | SPY |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.38% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.46% | APPLE INC (AAPL) - 6.81% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.30% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.26% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | NESTLE SA (n/a) - 1.19% | BROADCOM INC (AVGO) - 2.77% |
| #7 | SHELL PLC (n/a) - 1.12% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | SIEMENS AG (n/a) - 1.05% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | BHP GROUP LTD (n/a) - 1.04% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.97% | TESLA INC (TSLA) - 1.76% |
| #11 | TOKYO ELECTRON LTD (n/a) - 0.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | BANCO SANTANDER SA (n/a) - 0.85% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | TOTALENERGIES SE (TTE) - 0.80% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ALLIANZ SE (n/a) - 0.79% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 0.78% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | SAP SE (n/a) - 0.78% | VISA INC CLASS A (V) - 0.87% |
| #18 | TOYOTA MOTOR CORP (n/a) - 0.76% | INTEL CORP (INTC) - 0.85% |
| #19 | ABB LTD (n/a) - 0.74% | WALMART INC (WMT) - 0.82% |
| #20 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.74% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | WESTPAC BANKING CORP (n/a) - 0.39% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | NATIONAL GRID PLC (n/a) - 0.37% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | LLOYDS BANKING GROUP PLC (n/a) - 0.37% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.36% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 663 | 505 |
EFA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFA
+0.09%
SPY
-1.37%
3M
EFA
+8.59%
Winner
SPY
+12.22%
6M
Winner
EFA
+8.08%
SPY
+7.20%
1Y
EFA
+21.83%
Winner
SPY
+23.58%
5Y(CAGR)
EFA
+8.72%
Winner
SPY
+13.19%
10Y(CAGR)
EFA
+8.90%
Winner
SPY
+15.12%
Max(CAGR)
EFA
+6.88%
Winner
SPY
+8.44%
EFA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFA | SPY |
|---|---|---|
| 2026 | +7.25% | +7.95% |
| 2025 | +32.00% | +18.00% |
| 2024 | +4.68% | +25.59% |
| 2023 | +17.36% | +26.72% |
| 2022 | -14.90% | -18.64% |
| 2021 | +10.88% | +30.52% |
| 2020 | +6.51% | +17.28% |
| 2019 | +22.28% | +31.09% |
| 2018 | -14.44% | -5.24% |
| 2017 | +24.32% | +20.78% |
| 2016 | +2.95% | +13.59% |
| 2015 | -0.57% | +1.31% |
| 2014 | -4.51% | +14.56% |
| 2013 | +19.53% | +29.00% |
| 2012 | +15.65% | +14.17% |
| 2011 | -12.97% | +0.85% |
| 2010 | +5.38% | +13.14% |
| 2009 | +25.33% | +22.67% |
| 2008 | -40.83% | -36.25% |
| 2007 | +9.51% | +5.32% |
| 2006 | +21.73% | +13.85% |
| 2005 | +14.14% | +5.32% |
| 2004 | +22.19% | +10.75% |
| 2003 | +40.10% | +24.18% |
| 2002 | -12.76% | -22.42% |
| 2001 | -4.77% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EFA vs SPY Drawdown Comparison
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EFA drawdown is -2.03%. The current SPY drawdown is -3.18%.
| Rank | EFA | SPY |
|---|---|---|
| #1 | -61.04% Oct 31, 2007 - Jun 6, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.19% Jan 26, 2018 - Nov 16, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.61% Aug 24, 2001 - Sep 18, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.49% Sep 7, 2021 - Feb 16, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.97% May 15, 2015 - May 4, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.76% May 9, 2006 - Oct 26, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.53% Jul 2, 2014 - May 15, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.05% Mar 19, 2025 - May 2, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.58% Jul 12, 2007 - Oct 1, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.42% Feb 25, 2026 - Jun 15, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.14% Sep 26, 2024 - Mar 5, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.81% Feb 17, 2004 - Oct 6, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.67% Jul 12, 2024 - Aug 21, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.59% Feb 26, 2007 - Apr 3, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.19% Mar 4, 2005 - Aug 3, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EFA and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
EFA vs SPY dividend yield comparison.
| Year | EFA | SPY |
|---|---|---|
| 2026 | 1.60% | 0.50% |
| 2025 | 3.38% | 1.07% |
| 2024 | 3.24% | 1.21% |
| 2023 | 2.98% | 1.40% |
| 2022 | 2.69% | 1.65% |
| 2021 | 3.33% | 1.20% |
| 2020 | 2.13% | 1.52% |
| 2019 | 3.10% | 1.75% |
| 2018 | 3.39% | 2.04% |
| 2017 | 2.57% | 1.80% |
| 2016 | 3.07% | 2.03% |
| 2015 | 2.76% | 2.06% |
| 2014 | 3.72% | 1.87% |
| 2013 | 2.54% | 1.81% |
| 2012 | 3.09% | 2.18% |
| 2011 | 3.45% | 2.05% |
| 2010 | 2.40% | 1.80% |
| 2009 | 2.61% | 1.95% |
| 2008 | 4.12% | 3.02% |
| 2007 | 2.55% | 1.85% |
| 2006 | 2.09% | 1.73% |
| 2005 | 1.87% | 1.73% |
| 2004 | 4.51% | 1.82% |
| 2003 | 3.44% | 1.47% |
| 2002 | 5.70% | 1.70% |
| 2001 | 0.62% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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