EFG vs IWS
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed EFG, delivering a return of +7.9% compared to +4.6%
EFG vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFG
$14B
Winner
IWS
$14B
Expense Ratio
EFG
0.34%
Winner
IWS
0.23%
Max Drawdown
Winner
EFG
59.71%
IWS
63.92%
Sharpe Ratio
EFG
0.89
Winner
IWS
1.66
5Y Beta
EFG
0.85
Winner
IWS
0.82
P/E Ratio
EFG
N/A
IWS
24.63
Forward P/E
EFG
N/A
IWS
16.02
5Y Dividends CAGR
Winner
EFG
21.47%
IWS
7.60%
5Y EPS CAGR
EFG
N/A
IWS
12.67%
Debt to Equity
EFG
N/A
IWS
-12.08%
P/S Ratio
EFG
N/A
IWS
1.58
P/B Ratio
EFG
N/A
IWS
2.54
EFG vs IWS - Holdings Comparison
EFG and IWS have 2 common holdings. Overlap is 0.03%
EFG's top 25 holdings weight is 35.90%. IWS's top 25 holdings weight is 16.41%.
| Rank | EFG | IWS |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.54% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.46% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.85% | WESTERN DIGITAL CORP (WDC) - 1.30% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.68% | CORNING INC (GLW) - 1.25% |
| #4 | SAP SE (n/a) - 1.75% | CUMMINS INC (CMI) - 0.87% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 1.72% | BANK OF NEW YORK MELLON CORP (BK) - 0.82% |
| #6 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.66% | VALERO ENERGY CORP (VLO) - 0.69% |
| #7 | ABB LTD (n/a) - 1.51% | CIENA CORP (CIEN) - 0.68% |
| #8 | HITACHI LTD (n/a) - 1.46% | MARATHON PETROLEUM CORP (MPC) - 0.65% |
| #9 | ADVANTEST CORP (n/a) - 1.38% | DIGITAL REALTY TRUST INC (DLR) - 0.65% |
| #10 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.34% | BAKER HUGHES CO CLASS A (BKR) - 0.65% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.32% | TERADYNE INC (TER) - 0.60% |
| #12 | NOVO NORDISK AS CLASS B (n/a) - 1.28% | n/a (WBD) - 0.60% |
| #13 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.28% | PHILLIPS 66 (PSX) - 0.59% |
| #14 | TOKYO ELECTRON LTD (n/a) - 1.26% | UNITED RENTALS INC (URI) - 0.58% |
| #15 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.25% | KINDER MORGAN INC CLASS P (KMI) - 0.58% |
| #16 | AIR LIQUIDE SA (n/a) - 1.24% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.57% |
| #17 | AIRBUS SE (n/a) - 1.12% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.56% |
| #18 | SAFRAN SA (n/a) - 1.09% | ROSS STORES INC (ROST) - 0.55% |
| #19 | L'OREAL SA (n/a) - 1.03% | REALTY INCOME CORP (O) - 0.55% |
| #20 | n/a (n/a) - 1.00% | LUMENTUM HOLDINGS INC (LITE) - 0.54% |
| #21 | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.44% | CROWN CASTLE INC (CCI) - 0.35% |
| #22 | FERRARI NV (RACE) - 0.43% | PG&E CORP (PCG) - 0.34% |
| #23 | UNILEVER PLC (n/a) - 0.43% | EQT CORP (EQT) - 0.34% |
| #24 | GOODMAN GROUP (n/a) - 0.42% | PRUDENTIAL FINANCIAL INC (PRU) - 0.32% |
| #25 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.42% | HALLIBURTON CO (HAL) - 0.32% |
| Total Holdings | 349 | 672 |
EFG vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
EFG
+3.50%
Winner
IWS
+3.98%
3M
EFG
+0.84%
Winner
IWS
+4.02%
6M
EFG
+8.93%
Winner
IWS
+14.89%
1Y
EFG
+19.04%
Winner
IWS
+27.30%
5Y(CAGR)
EFG
+4.56%
Winner
IWS
+7.91%
10Y(CAGR)
EFG
+8.23%
Winner
IWS
+10.28%
Max(CAGR)
EFG
+6.15%
Winner
IWS
+9.80%
EFG vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EFG | IWS |
|---|---|---|
| 2026 | +6.42% | +11.05% |
| 2025 | +21.02% | +11.21% |
| 2024 | +3.20% | +13.15% |
| 2023 | +16.74% | +12.89% |
| 2022 | -23.27% | -12.25% |
| 2021 | +10.16% | +30.37% |
| 2020 | +17.02% | +5.02% |
| 2019 | +28.17% | +27.04% |
| 2018 | -13.23% | -12.90% |
| 2017 | +28.68% | +12.25% |
| 2016 | -1.54% | +20.88% |
| 2015 | +3.93% | -5.09% |
| 2014 | -4.10% | +15.69% |
| 2013 | +19.68% | +30.20% |
| 2012 | +14.71% | +17.01% |
| 2011 | -13.55% | -2.83% |
| 2010 | +9.96% | +22.53% |
| 2009 | +22.85% | +30.81% |
| 2008 | -40.01% | -37.02% |
| 2007 | +14.32% | -1.77% |
| 2006 | +17.74% | +18.55% |
| 2005 | +10.98% | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
EFG vs IWS Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current EFG drawdown is -0.66%. The current IWS drawdown is -0.81%.
| Rank | EFG | IWS |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -12.78% Feb 25, 2026 - Mar 27, 2026 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -5.20% Sep 29, 2005 - Dec 1, 2005 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between EFG and IWS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
EFG vs IWS dividend yield comparison.
| Year | EFG | IWS |
|---|---|---|
| 2026 | 0.00% | 0.29% |
| 2025 | 2.53% | 1.53% |
| 2024 | 1.64% | 1.50% |
| 2023 | 1.63% | 1.76% |
| 2022 | 1.27% | 1.93% |
| 2021 | 1.54% | 1.39% |
| 2020 | 0.85% | 1.87% |
| 2019 | 1.69% | 1.97% |
| 2018 | 1.98% | 2.53% |
| 2017 | 1.56% | 1.96% |
| 2016 | 2.20% | 2.10% |
| 2015 | 1.75% | 2.14% |
| 2014 | 2.34% | 1.84% |
| 2013 | 1.86% | 1.71% |
| 2012 | 2.29% | 2.09% |
| 2011 | 2.48% | 2.12% |
| 2010 | 1.78% | 1.95% |
| 2009 | 2.09% | 2.09% |
| 2008 | 2.91% | 3.09% |
| 2007 | 0.94% | 2.29% |
| 2006 | 1.01% | 1.83% |
| 2005 | 0.41% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
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