EFAX vs AAEQ
Comparison between STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF (EFAX, ETF) and ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF).
EFAX vs AAEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFAX
$506M
AAEQ
$504M
Expense Ratio
EFAX
0.20%
Winner
AAEQ
0.15%
Max Drawdown
EFAX
36.22%
Winner
AAEQ
10.35%
Sharpe Ratio
Winner
EFAX
0.91
AAEQ
0.42
5Y Beta
Winner
EFAX
0.77
AAEQ
1.03
P/E Ratio
EFAX
N/A
AAEQ
27.84
Forward P/E
EFAX
N/A
AAEQ
22.24
5Y Dividends CAGR
EFAX
15.30%
AAEQ
N/A
5Y EPS CAGR
EFAX
N/A
AAEQ
26.46%
Debt to Equity
EFAX
N/A
AAEQ
27.78%
P/S Ratio
EFAX
N/A
AAEQ
4.16
P/B Ratio
EFAX
N/A
AAEQ
5.90
EFAX vs AAEQ - Holdings Comparison
EFAX and AAEQ have 1 common holdings. Overlap is 0.00%
EFAX's top 25 holdings weight is 26.31%. AAEQ's top 25 holdings weight is 58.28%.
| Rank | EFAX | AAEQ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.11% | APPLE INC (AAPL) - 8.69% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.59% | NVIDIA CORP (NVDA) - 8.02% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.47% | MICROSOFT CORP (MSFT) - 6.08% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.45% | ALPHABET INC CLASS A (GOOGL) - 3.96% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.42% | AMAZON.COM INC (AMZN) - 3.92% |
| #6 | NESTLE SA (n/a) - 1.29% | BROADCOM INC (AVGO) - 3.35% |
| #7 | SIEMENS AG (n/a) - 1.20% | ALPHABET INC CLASS C (GOOG) - 3.16% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08% | META PLATFORMS INC CLASS A (META) - 2.02% |
| #9 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | MICRON TECHNOLOGY INC (MU) - 1.92% |
| #10 | BANCO SANTANDER SA (n/a) - 0.91% | TESLA INC (TSLA) - 1.85% |
| #11 | SAP SE (n/a) - 0.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% |
| #12 | SOFTBANK GROUP CORP (n/a) - 0.91% | ELI LILLY AND CO (LLY) - 1.59% |
| #13 | TOYOTA MOTOR CORP (n/a) - 0.89% | JPMORGAN CHASE & CO (JPM) - 1.52% |
| #14 | SCHNEIDER ELECTRIC SE (n/a) - 0.86% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #15 | ALLIANZ SE (n/a) - 0.85% | EXXON MOBIL CORP (XOM) - 1.16% |
| #16 | ABB LTD (n/a) - 0.84% | JOHNSON & JOHNSON (JNJ) - 1.01% |
| #17 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.81% | VISA INC CLASS A (V) - 0.99% |
| #18 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.75% | WALMART INC (WMT) - 0.92% |
| #19 | IBERDROLA SA (n/a) - 0.74% | CISCO SYSTEMS INC (CSCO) - 0.84% |
| #20 | HITACHI LTD (n/a) - 0.72% | INTEL CORP (INTC) - 0.81% |
| #21 | NOVO NORDISK AS CLASS B (n/a) - 0.72% | COSTCO WHOLESALE CORP (COST) - 0.79% |
| #22 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #23 | TOKYO ELECTRON LTD (n/a) - 0.71% | ABBVIE INC (ABBV) - 0.70% |
| #24 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.70% | NETFLIX INC (NFLX) - 0.66% |
| #25 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.69% | CHEVRON CORP (CVX) - 0.66% |
| Total Holdings | 668 | 333 |
EFAX vs AAEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFAX
+2.63%
AAEQ
+0.09%
3M
EFAX
+8.38%
Winner
AAEQ
+10.69%
6M
Winner
EFAX
+9.49%
AAEQ
+6.52%
1Y
EFAX
+18.37%
AAEQ
N/A
5Y(CAGR)
EFAX
+7.68%
AAEQ
N/A
10Y(CAGR)
EFAX
+9.13%
AAEQ
N/A
Max(CAGR)
EFAX
+9.13%
Winner
AAEQ
+9.67%
EFAX vs AAEQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EFAX | AAEQ |
|---|---|---|
| 2026 | +7.11% | +6.97% |
| 2025 | +31.59% | -1.99% |
| 2024 | +5.91% | N/A |
| 2023 | +17.25% | N/A |
| 2022 | -17.03% | N/A |
| 2021 | +10.20% | N/A |
| 2020 | +8.53% | N/A |
| 2019 | +24.13% | N/A |
| 2018 | -15.02% | N/A |
| 2017 | +23.82% | N/A |
| 2016 | +0.56% | N/A |
EFAX vs AAEQ Drawdown Comparison
The maximum drawdown for EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.
The current EFAX drawdown is -0.51%. The current AAEQ drawdown is -2.60%.
| Rank | EFAX | AAEQ |
|---|---|---|
| #1 | -32.53% Jan 17, 2020 - Nov 9, 2020 | -10.26% Dec 11, 2025 - Apr 17, 2026 |
| #2 | -31.65% Sep 7, 2021 - Mar 6, 2024 | -4.34% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -22.34% Jan 24, 2018 - Jan 17, 2020 | -1.80% May 14, 2026 - May 26, 2026 |
| #4 | -13.52% Mar 19, 2025 - Apr 28, 2025 | -0.92% Apr 17, 2026 - Apr 22, 2026 |
| #5 | -12.38% Feb 25, 2026 - Mar 27, 2026 | -0.56% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -9.89% Sep 26, 2024 - Mar 5, 2025 | -0.55% May 1, 2026 - May 5, 2026 |
| #7 | -7.72% Jul 12, 2024 - Aug 19, 2024 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #8 | -5.59% Mar 27, 2024 - May 14, 2024 | -0.37% May 6, 2026 - May 8, 2026 |
| #9 | -5.54% Nov 12, 2025 - Dec 11, 2025 | -0.04% May 11, 2026 - May 13, 2026 |
| #10 | -5.15% Jun 15, 2021 - Aug 13, 2021 | N/A |
| #11 | -4.67% Jul 23, 2025 - Aug 13, 2025 | N/A |
| #12 | -4.35% Feb 16, 2021 - Apr 5, 2021 | N/A |
| #13 | -4.26% Jan 8, 2021 - Feb 9, 2021 | N/A |
| #14 | -4.08% Sep 15, 2017 - Jan 3, 2018 | N/A |
| #15 | -3.83% Aug 30, 2024 - Sep 19, 2024 | N/A |
Correlation
Correlation between EFAX and AAEQ is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2016 - 2026)
EFAX vs AAEQ dividend yield comparison.
| Year | EFAX | AAEQ |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 3.31% | 0.10% |
| 2024 | 2.74% | 0.00% |
| 2023 | 2.71% | 0.00% |
| 2022 | 2.81% | 0.00% |
| 2021 | 2.58% | 0.00% |
| 2020 | 1.69% | 0.00% |
| 2019 | 2.71% | 0.00% |
| 2018 | 3.05% | 0.00% |
| 2017 | 2.89% | 0.00% |
| 2016 | 0.26% | 0.00% |
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