EFAD vs IWFG

Comparison between PROSHARES MSCI EAFE DIVIDEND GROWERS ETF (EFAD, ETF) and NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF).

EFAD vs IWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFAD(ETF)	IWFG(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.50%	0.46%
Max Drawdown	38.04%	25.60%
Sharpe Ratio	0.14	0.03
5Y Beta	0.53	1.22
P/E Ratio	N/A	36.55
Forward P/E	N/A	26.88
PEG Ratio	N/A	0.50
5Y Dividends CAGR	8.84%	N/A
5Y EPS CAGR	N/A	36.47%
Debt to Equity	N/A	27.24%
P/S Ratio	N/A	8.76
P/B Ratio	N/A	12.44

Net Assets

EFAD

$61M

IWFG

$61M

Expense Ratio

EFAD

0.50%

Winner

IWFG

0.46%

Max Drawdown

EFAD

38.04%

Winner

IWFG

25.60%

Sharpe Ratio

Winner

EFAD

0.14

IWFG

0.03

5Y Beta

Winner

EFAD

0.53

IWFG

1.22

P/E Ratio

EFAD

N/A

IWFG

36.55

Forward P/E

EFAD

N/A

IWFG

26.88

PEG Ratio

EFAD

N/A

IWFG

0.50

5Y Dividends CAGR

EFAD

8.84%

IWFG

N/A

5Y EPS CAGR

EFAD

N/A

IWFG

36.47%

Debt to Equity

EFAD

N/A

IWFG

27.24%

P/S Ratio

EFAD

N/A

IWFG

8.76

P/B Ratio

EFAD

N/A

IWFG

12.44

EFAD vs IWFG - Historical Returns

Returns include dividend reinvestment.

Period	EFAD	IWFG
1 month	+1.18%	-1.28%
3 months	+1.09%	+4.30%
6 months	+3.07%	+4.99%
1 year	+4.35%	+2.66%
5 years(CAGR)	+0.66%	+22.32%
10 years(CAGR)	+4.18%	N/A
Max(CAGR)	+2.88%	+22.32%

Winner

EFAD

+1.18%

IWFG

-1.28%

EFAD

+1.09%

Winner

IWFG

+4.30%

EFAD

+3.07%

Winner

IWFG

+4.99%

Winner

EFAD

+4.35%

IWFG

+2.66%

5Y(CAGR)

EFAD

+0.66%

Winner

IWFG

+22.32%

10Y(CAGR)

EFAD

+4.18%

IWFG

N/A

Max(CAGR)

EFAD

+2.88%

Winner

IWFG

+22.32%

EFAD vs IWFG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EFAD	IWFG
2026	+3.58%	+1.42%
2025	+16.22%	+14.28%
2024	-0.35%	+39.97%
2023	+11.41%	+39.37%
2022	-21.21%	+3.75%
2021	+7.61%	N/A
2020	+8.11%	N/A
2019	+24.86%	N/A
2018	-12.16%	N/A
2017	+21.66%	N/A
2016	-5.75%	N/A
2015	+1.06%	N/A
2014	-7.65%	N/A

EFAD vs IWFG Drawdown Comparison

The maximum drawdown for EFAD was -35.74%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current EFAD drawdown is -2.05%. The current IWFG drawdown is -4.08%.

Rank	EFAD	IWFG
#1	-35.74% Sep 3, 2021 - Oct 14, 2022	-21.97% Jan 23, 2025 - Jun 6, 2025
#2	-33.04% Jan 17, 2020 - Nov 9, 2020	-20.20% Oct 29, 2025 - Mar 30, 2026
#3	-19.72% May 21, 2015 - Dec 1, 2017	-17.45% Aug 15, 2022 - Feb 2, 2023
#4	-17.63% Jan 26, 2018 - Nov 1, 2019	-12.99% Jul 10, 2024 - Oct 11, 2024
#5	-12.61% Sep 3, 2014 - May 13, 2015	-9.95% Jul 18, 2023 - Nov 14, 2023
#6	-5.92% Feb 16, 2021 - Apr 8, 2021	-6.80% Mar 22, 2024 - May 15, 2024
#7	-3.22% May 7, 2021 - May 20, 2021	-6.35% Feb 2, 2023 - Mar 31, 2023
#8	-2.93% Jan 8, 2021 - Feb 11, 2021	-5.69% Dec 16, 2024 - Jan 23, 2025
#9	-2.26% Apr 23, 2021 - May 7, 2021	-4.22% Jun 24, 2022 - Jul 19, 2022
#10	-2.17% Jun 15, 2021 - Jul 7, 2021	-3.61% Sep 22, 2025 - Oct 24, 2025
#11	-1.95% Jul 14, 2021 - Jul 22, 2021	-3.30% Dec 19, 2023 - Jan 10, 2024
#12	-1.65% Nov 27, 2020 - Dec 15, 2020	-3.11% Oct 29, 2024 - Nov 6, 2024
#13	-1.43% Nov 27, 2019 - Dec 6, 2019	-3.11% Jul 21, 2022 - Jul 27, 2022
#14	-1.35% Dec 17, 2020 - Dec 28, 2020	-3.04% May 18, 2023 - May 26, 2023
#15	-1.34% Aug 5, 2021 - Aug 13, 2021	-2.75% Jul 28, 2025 - Aug 28, 2025

Correlation

Correlation between EFAD and IWFG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2014 - 2026)

EFAD vs IWFG dividend yield comparison.

Year	EFAD	IWFG
2026	0.97%	0.00%
2025	2.83%	0.00%
2024	2.64%	5.44%
2023	2.29%	1.01%
2022	1.76%	0.05%
2021	2.98%	0.00%
2020	1.49%	0.00%
2019	2.05%	0.00%
2018	2.37%	0.00%
2017	2.42%	0.00%
2016	2.88%	0.00%
2015	1.94%	0.00%
2014	0.61%	0.00%