EFAV vs BKLC
Comparison between ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF) and BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF).
5-Year PerformanceBKLC has outperformed EFAV, delivering a return of +13.9% compared to +6.1%
EFAV vs BKLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFAV
$5.30B
Winner
BKLC
$5.40B
Expense Ratio
EFAV
0.20%
BKLC
N/A
Max Drawdown
EFAV
29.26%
Winner
BKLC
27.20%
Sharpe Ratio
EFAV
0.53
Winner
BKLC
1.63
5Y Beta
Winner
EFAV
0.31
BKLC
0.98
P/E Ratio
EFAV
N/A
BKLC
29.90
Forward P/E
EFAV
N/A
BKLC
21.71
5Y Dividends CAGR
EFAV
5.97%
Winner
BKLC
17.31%
5Y EPS CAGR
EFAV
N/A
BKLC
29.16%
Debt to Equity
EFAV
N/A
BKLC
45.80%
P/S Ratio
EFAV
N/A
BKLC
3.83
P/B Ratio
EFAV
N/A
BKLC
5.81
EFAV vs BKLC - Holdings Comparison
EFAV and BKLC have 1 common holdings. Overlap is -0.68%
EFAV's top 25 holdings weight is 28.54%. BKLC's top 25 holdings weight is 49.55%.
| Rank | EFAV | BKLC |
|---|---|---|
| #1 | SECOM CO LTD (n/a) - 1.50% | NVIDIA CORP (NVDA) - 7.87% |
| #2 | SHELL PLC (n/a) - 1.48% | APPLE INC (AAPL) - 6.82% |
| #3 | IBERDROLA SA (n/a) - 1.47% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | ENI SPA (n/a) - 1.46% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | TOTALENERGIES SE (TTE:XPAR) - 1.45% | BROADCOM INC (AVGO) - 3.38% |
| #6 | SWISSCOM AG (n/a) - 1.43% | ALPHABET INC CLASS A (GOOGL) - 3.19% |
| #7 | EQUINOR ASA (n/a) - 1.42% | ALPHABET INC CLASS C (GOOG) - 2.75% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.36% | TESLA INC (TSLA) - 2.14% |
| #9 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.33% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #10 | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.31% | MICRON TECHNOLOGY INC (MU) - 1.81% |
| #11 | ZURICH INSURANCE GROUP AG (n/a) - 1.31% | ELI LILLY AND CO (LLY) - 1.36% |
| #12 | DBS GROUP HOLDINGS LTD (n/a) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #13 | ORANGE SA (n/a) - 1.21% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #14 | SAMPO OYJ CLASS A (n/a) - 1.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.99% |
| #15 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.14% | EXXON MOBIL CORP (XOM) - 0.94% |
| #16 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.12% | VISA INC CLASS A (V) - 0.81% |
| #17 | UNILEVER PLC (n/a) - 1.07% | JOHNSON & JOHNSON (JNJ) - 0.81% |
| #18 | NESTLE SA (n/a) - 1.06% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #19 | SOFTBANK CORP (n/a) - 1.05% | WALMART INC (WMT) - 0.74% |
| #20 | SWISS PRIME SITE AG (n/a) - 1.04% | INTEL CORP (INTC) - 0.72% |
| #21 | SINGAPORE TECHNOLOGIES ENGINEERING LTD (n/a) - 0.61% | NEXTERA ENERGY INC (NEE) - 0.27% |
| #22 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.58% | AMPHENOL CORP CLASS A (APH) - 0.27% |
| #23 | OMV AG (n/a) - 0.56% | SALESFORCE INC (CRM) - 0.27% |
| #24 | NIPPON BUILDING FUND INC (n/a) - 0.56% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #25 | DEUTSCHE BOERSE AG (n/a) - 0.55% | THE WALT DISNEY CO (DIS) - 0.27% |
| Total Holdings | 258 | 468 |
EFAV vs BKLC - Historical Returns
Returns include dividend reinvestment.
1M
EFAV
-1.89%
Winner
BKLC
+0.47%
3M
EFAV
-1.96%
Winner
BKLC
+9.60%
6M
EFAV
+6.14%
Winner
BKLC
+8.75%
1Y
EFAV
+9.17%
Winner
BKLC
+24.79%
5Y(CAGR)
EFAV
+6.05%
Winner
BKLC
+13.88%
10Y(CAGR)
EFAV
+5.81%
BKLC
N/A
Max(CAGR)
EFAV
+6.88%
Winner
BKLC
+19.09%
EFAV vs BKLC - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | EFAV | BKLC |
|---|---|---|
| 2026 | +3.28% | +8.53% |
| 2025 | +26.40% | +18.27% |
| 2024 | +6.07% | +26.40% |
| 2023 | +11.62% | +31.33% |
| 2022 | -14.94% | -21.04% |
| 2021 | +6.72% | +29.05% |
| 2020 | -0.48% | +37.37% |
| 2019 | +16.95% | N/A |
| 2018 | -6.14% | N/A |
| 2017 | +22.12% | N/A |
| 2016 | -0.60% | N/A |
| 2015 | +8.41% | N/A |
| 2014 | +5.21% | N/A |
| 2013 | +14.45% | N/A |
| 2012 | +9.64% | N/A |
| 2011 | -0.77% | N/A |
EFAV vs BKLC Drawdown Comparison
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The current EFAV drawdown is -5.66%. The current BKLC drawdown is -2.69%.
| Rank | EFAV | BKLC |
|---|---|---|
| #1 | -27.56% Jan 17, 2020 - Jan 8, 2021 | -26.15% Dec 27, 2021 - Dec 12, 2023 |
| #2 | -27.44% Sep 3, 2021 - Jul 31, 2024 | -19.05% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -12.25% Jan 26, 2018 - Jun 20, 2019 | -10.03% Sep 2, 2020 - Nov 24, 2020 |
| #4 | -11.29% May 15, 2015 - Apr 18, 2016 | -9.10% Jan 28, 2026 - Apr 15, 2026 |
| #5 | -10.22% Sep 6, 2016 - Apr 24, 2017 | -8.42% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -10.19% May 8, 2013 - Oct 17, 2013 | -6.15% Jun 8, 2020 - Jul 10, 2020 |
| #7 | -9.86% Apr 2, 2012 - Aug 3, 2012 | -5.59% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -9.83% Oct 27, 2011 - Mar 1, 2012 | -5.38% Mar 27, 2024 - May 14, 2024 |
| #9 | -8.65% Sep 16, 2024 - Mar 3, 2025 | -5.32% Feb 16, 2021 - Mar 31, 2021 |
| #10 | -8.49% Jul 3, 2014 - Feb 5, 2015 | -5.31% Oct 29, 2025 - Dec 11, 2025 |
| #11 | -7.49% Mar 19, 2025 - Apr 15, 2025 | -4.56% Apr 17, 2020 - Apr 27, 2020 |
| #12 | -7.29% Apr 19, 2016 - Aug 11, 2016 | -4.37% Dec 6, 2024 - Jan 22, 2025 |
| #13 | -6.46% Feb 27, 2026 - Mar 20, 2026 | -4.12% Nov 18, 2021 - Dec 23, 2021 |
| #14 | -5.21% Oct 22, 2013 - Feb 18, 2014 | -4.08% May 7, 2021 - Jun 10, 2021 |
| #15 | -5.03% Jan 8, 2021 - Apr 15, 2021 | -3.64% May 11, 2020 - May 18, 2020 |
Correlation
Correlation between EFAV and BKLC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
EFAV vs BKLC dividend yield comparison.
| Year | EFAV | BKLC |
|---|---|---|
| 2026 | 0.00% | 0.29% |
| 2025 | 3.20% | 1.05% |
| 2024 | 3.24% | 1.22% |
| 2023 | 3.08% | 1.35% |
| 2022 | 2.53% | 1.64% |
| 2021 | 2.47% | 1.10% |
| 2020 | 1.33% | 0.84% |
| 2019 | 4.19% | 0.00% |
| 2018 | 3.34% | 0.00% |
| 2017 | 2.45% | 0.00% |
| 2016 | 3.94% | 0.00% |
| 2015 | 2.49% | 0.00% |
| 2014 | 3.57% | 0.00% |
| 2013 | 2.53% | 0.00% |
| 2012 | 1.97% | 0.00% |
| 2011 | 0.46% | 0.00% |
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