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EFNL vs IVAL

Comparison between ISHARES MSCI FINLAND ETF (EFNL, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).

5-Year PerformanceIVAL has outperformed EFNL, delivering a return of +9.2% compared to +4.3%

EFNL vs IVAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EFNL
$208M
IVAL
$208M
Expense Ratio
EFNL
0.53%
Winner
IVAL
0.38%
Max Drawdown
Winner
EFNL
43.43%
IVAL
49.20%
Sharpe Ratio
EFNL
1.23
Winner
IVAL
1.63
5Y Beta
Winner
EFNL
0.64
IVAL
0.67
5Y Dividends CAGR
EFNL
-1.89%
Winner
IVAL
18.76%

EFNL vs IVAL - Historical Returns

Returns include dividend reinvestment.

1M
EFNL
-4.94%
Winner
IVAL
+1.59%
3M
EFNL
-1.33%
Winner
IVAL
+2.39%
6M
EFNL
+6.54%
Winner
IVAL
+8.99%
1Y
EFNL
+27.48%
Winner
IVAL
+30.65%
5Y(CAGR)
EFNL
+4.34%
Winner
IVAL
+9.22%
10Y(CAGR)
Winner
EFNL
+8.78%
IVAL
+7.99%
Max(CAGR)
Winner
EFNL
+8.60%
IVAL
+6.35%

EFNL vs IVAL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEFNLIVAL
2026+7.55%+12.51%
2025+52.85%+34.83%
2024-4.66%-0.14%
2023+0.02%+21.45%
2022-17.60%-10.65%
2021+9.13%-0.49%
2020+19.43%-5.86%
2019+14.09%+21.63%
2018-7.71%-23.13%
2017+23.26%+30.02%
2016+3.96%+10.36%
2015+2.40%-3.15%
2014-2.76%+0.36%
2013+35.12%N/A
2012+3.81%N/A

EFNL vs IVAL Drawdown Comparison

The maximum drawdown for EFNL was -38.61%, occurring on Sep 27, 2022. Recovery took 1038 trading sessions.

The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.

The current EFNL drawdown is -10.47%. The current IVAL drawdown is -2.83%.

RankEFNLIVAL
#1-38.61%
Sep 3, 2021 - Oct 23, 2025
-46.04%
Jan 24, 2018 - Mar 19, 2025
#2-38.04%
May 21, 2018 - Aug 5, 2020
-25.82%
May 18, 2015 - Feb 21, 2017
#3-29.03%
Feb 24, 2012 - Jan 10, 2013
-13.12%
Mar 19, 2025 - Apr 28, 2025
#4-19.14%
Jun 6, 2014 - Mar 16, 2017
-11.24%
Feb 27, 2026 - Mar 20, 2026
#5-11.92%
Feb 15, 2013 - Aug 9, 2013
-5.22%
Oct 27, 2025 - Dec 4, 2025
#6-11.82%
Jun 4, 2026 - Jul 20, 2026
-4.62%
Dec 26, 2014 - Feb 3, 2015
#7-10.02%
Oct 12, 2020 - Nov 17, 2020
-4.58%
Nov 8, 2017 - Dec 21, 2017
#8-9.27%
Jan 16, 2014 - Feb 21, 2014
-4.28%
Jul 23, 2025 - Aug 8, 2025
#9-7.93%
Jan 27, 2021 - Apr 16, 2021
-4.27%
Sep 16, 2025 - Oct 27, 2025
#10-7.92%
Feb 25, 2026 - Apr 8, 2026
-3.35%
Mar 23, 2015 - Apr 15, 2015
#11-7.23%
Oct 24, 2017 - Jan 16, 2018
-3.09%
Feb 20, 2015 - Mar 23, 2015
#12-6.95%
Feb 1, 2018 - Feb 26, 2018
-2.64%
Jun 2, 2017 - Jul 12, 2017
#13-6.61%
Oct 28, 2025 - Dec 10, 2025
-2.64%
Jul 2, 2025 - Jul 23, 2025
#14-6.31%
Mar 6, 2014 - Apr 9, 2014
-2.62%
Aug 1, 2017 - Aug 25, 2017
#15-5.07%
Sep 18, 2020 - Oct 9, 2020
-2.49%
Jun 2, 2025 - Jun 27, 2025

Correlation

Correlation between EFNL and IVAL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2012 - 2026)

EFNL vs IVAL dividend yield comparison.

YearEFNLIVAL
20260.55%1.54%
20253.40%2.75%
20245.05%3.60%
20234.31%5.15%
20225.94%8.00%
20212.29%3.95%
20202.94%2.07%
20195.70%2.51%
20183.83%2.93%
20173.30%1.73%
20162.40%2.02%
20151.57%1.86%
20143.54%0.20%
20132.47%0.00%
20124.13%0.00%

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