EFG vs SPY
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EFG, delivering a return of +13.2% compared to +4.4%
EFG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFG
$16B
Winner
SPY
$784B
Expense Ratio
EFG
0.34%
Winner
SPY
0.09%
Max Drawdown
EFG
59.71%
Winner
SPY
56.47%
Sharpe Ratio
EFG
0.71
Winner
SPY
1.54
5Y Beta
Winner
EFG
0.87
SPY
1.00
P/E Ratio
EFG
N/A
SPY
27.62
Forward P/E
EFG
N/A
SPY
21.11
5Y Dividends CAGR
Winner
EFG
17.12%
SPY
6.00%
5Y EPS CAGR
EFG
N/A
SPY
25.30%
Debt to Equity
EFG
N/A
SPY
31.11%
P/S Ratio
EFG
N/A
SPY
3.49
P/B Ratio
EFG
N/A
SPY
5.30
EFG vs SPY - Holdings Comparison
EFG and SPY have 1 common holdings. Overlap is -0.02%
EFG's top 25 holdings weight is 35.27%. SPY's top 25 holdings weight is 51.24%.
| Rank | EFG | SPY |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.72% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.51% | APPLE INC (AAPL) - 6.81% |
| #3 | TOKYO ELECTRON LTD (n/a) - 1.74% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.73% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | SAP SE (n/a) - 1.55% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SCHNEIDER ELECTRIC SE (n/a) - 1.54% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ABB LTD (n/a) - 1.47% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.46% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.42% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.35% | TESLA INC (TSLA) - 1.76% |
| #11 | NOVO NORDISK AS CLASS B (n/a) - 1.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.26% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | HITACHI LTD (n/a) - 1.18% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ADVANTEST CORP (n/a) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | AIRBUS SE (n/a) - 1.13% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SAFRAN SA (n/a) - 1.12% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | n/a (n/a) - 1.11% | VISA INC CLASS A (V) - 0.87% |
| #18 | INFINEON TECHNOLOGIES AG (n/a) - 1.11% | INTEL CORP (INTC) - 0.85% |
| #19 | SONY GROUP CORP (n/a) - 1.10% | WALMART INC (WMT) - 0.82% |
| #20 | DEUTSCHE TELEKOM AG (n/a) - 1.03% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | HERMES INTERNATIONAL SA (n/a) - 0.47% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ATLAS COPCO AB CLASS A (n/a) - 0.46% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.45% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | STMICROELECTRONICS NV (n/a) - 0.45% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | NINTENDO CO LTD (n/a) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 343 | 505 |
EFG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFG
+1.07%
SPY
-1.37%
3M
EFG
+10.26%
Winner
SPY
+12.22%
6M
Winner
EFG
+7.23%
SPY
+7.20%
1Y
EFG
+15.20%
Winner
SPY
+23.58%
5Y(CAGR)
EFG
+4.38%
Winner
SPY
+13.19%
10Y(CAGR)
EFG
+7.82%
Winner
SPY
+15.12%
Max(CAGR)
EFG
+6.12%
Winner
SPY
+8.44%
EFG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFG | SPY |
|---|---|---|
| 2026 | +6.60% | +7.95% |
| 2025 | +21.02% | +18.00% |
| 2024 | +3.20% | +25.59% |
| 2023 | +16.74% | +26.72% |
| 2022 | -23.27% | -18.64% |
| 2021 | +10.16% | +30.52% |
| 2020 | +17.02% | +17.28% |
| 2019 | +28.17% | +31.09% |
| 2018 | -13.23% | -5.24% |
| 2017 | +28.68% | +20.78% |
| 2016 | -1.54% | +13.59% |
| 2015 | +3.93% | +1.31% |
| 2014 | -4.10% | +14.56% |
| 2013 | +19.68% | +29.00% |
| 2012 | +14.71% | +14.17% |
| 2011 | -13.55% | +0.85% |
| 2010 | +9.96% | +13.14% |
| 2009 | +22.85% | +22.67% |
| 2008 | -40.01% | -36.25% |
| 2007 | +14.32% | +5.32% |
| 2006 | +17.74% | +13.85% |
| 2005 | +10.98% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EFG vs SPY Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EFG drawdown is -2.87%. The current SPY drawdown is -3.18%.
| Rank | EFG | SPY |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.78% Feb 25, 2026 - Jun 2, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.20% Sep 29, 2005 - Dec 1, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EFG and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
EFG vs SPY dividend yield comparison.
| Year | EFG | SPY |
|---|---|---|
| 2026 | 0.81% | 0.50% |
| 2025 | 2.53% | 1.07% |
| 2024 | 1.64% | 1.21% |
| 2023 | 1.63% | 1.40% |
| 2022 | 1.27% | 1.65% |
| 2021 | 1.54% | 1.20% |
| 2020 | 0.85% | 1.52% |
| 2019 | 1.69% | 1.75% |
| 2018 | 1.98% | 2.04% |
| 2017 | 1.56% | 1.80% |
| 2016 | 2.20% | 2.03% |
| 2015 | 1.75% | 2.06% |
| 2014 | 2.34% | 1.87% |
| 2013 | 1.86% | 1.81% |
| 2012 | 2.29% | 2.18% |
| 2011 | 2.48% | 2.05% |
| 2010 | 1.78% | 1.80% |
| 2009 | 2.09% | 1.95% |
| 2008 | 2.91% | 3.02% |
| 2007 | 0.94% | 1.85% |
| 2006 | 1.01% | 1.73% |
| 2005 | 0.41% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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