EFV vs IUSG
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).
5-Year PerformanceIUSG has outperformed EFV, delivering a return of +16.0% compared to +13.0%
EFV vs IUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFV
$30B
Winner
IUSG
$30B
Expense Ratio
EFV
0.31%
Winner
IUSG
0.04%
Max Drawdown
EFV
66.71%
Winner
IUSG
65.79%
Sharpe Ratio
Winner
EFV
1.83
IUSG
1.82
5Y Beta
Winner
EFV
0.62
IUSG
1.19
P/E Ratio
EFV
N/A
IUSG
32.58
Forward P/E
EFV
N/A
IUSG
24.92
5Y Dividends CAGR
Winner
EFV
13.37%
IUSG
5.51%
5Y EPS CAGR
EFV
N/A
IUSG
36.38%
Debt to Equity
EFV
N/A
IUSG
23.74%
P/S Ratio
EFV
N/A
IUSG
7.57
P/B Ratio
EFV
N/A
IUSG
8.34
EFV vs IUSG - Holdings Comparison
EFV and IUSG have 1 common holdings. Overlap is -0.01%
EFV's top 25 holdings weight is 34.94%. IUSG's top 25 holdings weight is 71.47%.
| Rank | EFV | IUSG |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 2.79% | NVIDIA CORP (NVDA) - 13.45% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.52% | MICROSOFT CORP (MSFT) - 8.61% |
| #3 | NESTLE SA (n/a) - 2.29% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | SHELL PLC (n/a) - 2.24% | APPLE INC (AAPL) - 5.88% |
| #5 | BHP GROUP LTD (n/a) - 1.77% | BROADCOM INC (AVGO) - 5.71% |
| #6 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.77% | ALPHABET INC CLASS C (GOOG) - 5.06% |
| #7 | TOTALENERGIES SE (TTE:XPAR) - 1.62% | AMAZON.COM INC (AMZN) - 3.99% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.59% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #9 | BANCO SANTANDER SA (n/a) - 1.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.41% |
| #10 | ALLIANZ SE (n/a) - 1.53% | ELI LILLY AND CO (LLY) - 2.21% |
| #11 | IBERDROLA SA (n/a) - 1.32% | MICRON TECHNOLOGY INC (MU) - 2.03% |
| #12 | SIEMENS AG (n/a) - 1.29% | TESLA INC (TSLA) - 1.91% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #14 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.13% | JPMORGAN CHASE & CO (JPM) - 1.60% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.11% | CATERPILLAR INC (CAT) - 1.19% |
| #16 | BP PLC (n/a) - 1.08% | NETFLIX INC (NFLX) - 1.05% |
| #17 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.00% | LAM RESEARCH CORP (LRCX) - 0.97% |
| #18 | MITSUBISHI CORP (n/a) - 0.94% | APPLIED MATERIALS INC (AMAT) - 0.92% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 0.93% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #20 | BNP PARIBAS ACT. CAT.A (n/a) - 0.93% | n/a (PLTR) - 0.87% |
| #21 | GSK PLC (n/a) - 0.92% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20% |
| #22 | ZURICH INSURANCE GROUP AG (n/a) - 0.90% | COMFORT SYSTEMS USA INC (FIX) - 0.20% |
| #23 | SANOFI SA (n/a) - 0.90% | LUMENTUM HOLDINGS INC (LITE) - 0.20% |
| #24 | ENEL SPA (n/a) - 0.83% | HCA HEALTHCARE INC (HCA) - 0.19% |
| #25 | WESTPAC BANKING CORP (n/a) - 0.83% | TRANSDIGM GROUP INC (TDG) - 0.19% |
| Total Holdings | 426 | 351 |
EFV vs IUSG - Historical Returns
Returns include dividend reinvestment.
1M
EFV
+0.50%
Winner
IUSG
+11.99%
3M
EFV
-0.11%
Winner
IUSG
+15.16%
6M
EFV
+13.98%
Winner
IUSG
+14.17%
1Y
EFV
+32.88%
Winner
IUSG
+34.21%
5Y(CAGR)
EFV
+13.01%
Winner
IUSG
+16.02%
10Y(CAGR)
EFV
+10.16%
Winner
IUSG
+18.00%
Max(CAGR)
EFV
+5.93%
Winner
IUSG
+8.23%
EFV vs IUSG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EFV | IUSG |
|---|---|---|
| 2026 | +8.84% | +11.63% |
| 2025 | +42.78% | +21.33% |
| 2024 | +6.09% | +36.86% |
| 2023 | +17.94% | +30.83% |
| 2022 | -6.02% | -29.33% |
| 2021 | +10.61% | +33.12% |
| 2020 | -3.97% | +31.02% |
| 2019 | +16.14% | +30.94% |
| 2018 | -15.39% | -1.58% |
| 2017 | +20.26% | +25.94% |
| 2016 | +6.73% | +9.35% |
| 2015 | -5.58% | +5.40% |
| 2014 | -4.94% | +13.35% |
| 2013 | +19.72% | +30.64% |
| 2012 | +15.79% | +13.49% |
| 2011 | -13.17% | +0.87% |
| 2010 | +1.59% | +15.79% |
| 2009 | +26.61% | +32.45% |
| 2008 | -41.53% | -37.63% |
| 2007 | +3.83% | +11.12% |
| 2006 | +26.22% | +7.90% |
| 2005 | +10.86% | +5.85% |
| 2004 | N/A | +6.64% |
| 2003 | N/A | +26.11% |
| 2002 | N/A | -28.32% |
| 2001 | N/A | -14.40% |
| 2000 | N/A | -19.48% |
EFV vs IUSG Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The current EFV drawdown is -1.75%.
| Rank | EFV | IUSG |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -63.40% Sep 1, 2000 - Aug 1, 2013 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -32.35% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -32.21% Dec 27, 2021 - Feb 29, 2024 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -22.28% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -20.69% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -14.84% Jul 20, 2015 - Jul 11, 2016 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -13.07% Oct 29, 2025 - Apr 15, 2026 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -12.54% Jul 10, 2024 - Oct 11, 2024 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -10.96% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -9.87% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -8.61% Feb 12, 2021 - Apr 5, 2021 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -7.30% Sep 2, 2014 - Oct 31, 2014 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -7.18% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -6.73% Mar 22, 2024 - May 14, 2024 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -6.41% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between EFV and IUSG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
EFV vs IUSG dividend yield comparison.
| Year | EFV | IUSG |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 4.16% | 0.54% |
| 2024 | 4.66% | 0.59% |
| 2023 | 4.36% | 1.12% |
| 2022 | 4.17% | 1.07% |
| 2021 | 4.07% | 0.59% |
| 2020 | 2.42% | 0.93% |
| 2019 | 4.62% | 1.64% |
| 2018 | 4.56% | 1.32% |
| 2017 | 3.56% | 1.28% |
| 2016 | 3.28% | 1.48% |
| 2015 | 3.59% | 1.29% |
| 2014 | 4.87% | 1.21% |
| 2013 | 3.19% | 1.22% |
| 2012 | 3.77% | 1.56% |
| 2011 | 4.52% | 1.31% |
| 2010 | 3.23% | 1.17% |
| 2009 | 2.97% | 1.30% |
| 2008 | 4.70% | 1.49% |
| 2007 | 4.51% | 0.85% |
| 2006 | 1.65% | 0.82% |
| 2005 | 0.45% | 0.84% |
| 2004 | 0.00% | 1.03% |
| 2003 | 0.00% | 0.66% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.06% |
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