IEFA vs SPY
Comparison between ISHARES CORE MSCI EAFE ETF (IEFA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IEFA, delivering a return of +13.2% compared to +8.5%
IEFA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEFA
$187B
Winner
SPY
$784B
Expense Ratio
Winner
IEFA
0.07%
SPY
0.09%
Max Drawdown
Winner
IEFA
38.86%
SPY
56.47%
Sharpe Ratio
IEFA
1.17
Winner
SPY
1.54
5Y Beta
Winner
IEFA
0.74
SPY
1.00
P/E Ratio
IEFA
N/A
SPY
27.62
Forward P/E
IEFA
N/A
SPY
21.11
5Y Dividends CAGR
Winner
IEFA
14.65%
SPY
6.00%
5Y EPS CAGR
IEFA
N/A
SPY
25.30%
Debt to Equity
IEFA
N/A
SPY
31.11%
P/S Ratio
IEFA
N/A
SPY
3.49
P/B Ratio
IEFA
N/A
SPY
5.30
IEFA vs SPY - Holdings Comparison
IEFA and SPY have 1 common holdings. Overlap is -0.05%
IEFA's top 25 holdings weight is 21.23%. SPY's top 25 holdings weight is 51.24%.
| Rank | IEFA | SPY |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.25% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 1.22% | APPLE INC (AAPL) - 6.81% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.16% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.16% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SHELL PLC (n/a) - 1.09% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NESTLE SA (n/a) - 1.04% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TOYOTA MOTOR CORP (n/a) - 0.83% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SIEMENS AG (n/a) - 0.79% | TESLA INC (TSLA) - 1.76% |
| #11 | SAP SE (n/a) - 0.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.78% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | TOTALENERGIES SE (TTE) - 0.75% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | BHP GROUP LTD (n/a) - 0.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | BANCO SANTANDER SA (n/a) - 0.70% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ALLIANZ SE (n/a) - 0.66% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 0.66% | VISA INC CLASS A (V) - 0.87% |
| #18 | IBERDROLA SA (n/a) - 0.61% | INTEL CORP (INTC) - 0.85% |
| #19 | HITACHI LTD (n/a) - 0.59% | WALMART INC (WMT) - 0.82% |
| #20 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.57% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.57% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | DEUTSCHE TELEKOM AG (n/a) - 0.57% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | UNILEVER PLC (n/a) - 0.56% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ABB LTD (n/a) - 0.55% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 2324 | 505 |
IEFA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IEFA
-0.20%
SPY
-1.37%
3M
IEFA
+8.52%
Winner
SPY
+12.22%
6M
Winner
IEFA
+8.10%
SPY
+7.20%
1Y
IEFA
+22.09%
Winner
SPY
+23.58%
5Y(CAGR)
IEFA
+8.46%
Winner
SPY
+13.19%
10Y(CAGR)
IEFA
+8.99%
Winner
SPY
+15.12%
Max(CAGR)
IEFA
+8.38%
Winner
SPY
+8.44%
IEFA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEFA | SPY |
|---|---|---|
| 2026 | +7.39% | +7.95% |
| 2025 | +32.36% | +18.00% |
| 2024 | +4.43% | +25.59% |
| 2023 | +16.98% | +26.72% |
| 2022 | -15.69% | -18.64% |
| 2021 | +11.01% | +30.52% |
| 2020 | +7.04% | +17.28% |
| 2019 | +23.07% | +31.09% |
| 2018 | -14.75% | -5.24% |
| 2017 | +25.84% | +20.78% |
| 2016 | +3.10% | +13.59% |
| 2015 | +0.93% | +1.31% |
| 2014 | -4.57% | +14.56% |
| 2013 | +20.53% | +29.00% |
| 2012 | +7.32% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +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% |
IEFA vs SPY Drawdown Comparison
The maximum drawdown for IEFA was -34.78%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IEFA drawdown is -1.97%. The current SPY drawdown is -3.18%.
| Rank | IEFA | SPY |
|---|---|---|
| #1 | -34.78% Jan 26, 2018 - Nov 16, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.37% Sep 3, 2021 - Mar 1, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.07% May 15, 2015 - Apr 25, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.42% Jul 3, 2014 - May 14, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.76% Mar 19, 2025 - Apr 29, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.50% Feb 25, 2026 - Jun 16, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.26% Sep 26, 2024 - Mar 5, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.06% May 21, 2013 - Sep 10, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.44% Jul 12, 2024 - Aug 21, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.74% Jan 21, 2014 - Feb 24, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.36% Nov 12, 2025 - Dec 10, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.31% Jun 15, 2021 - Aug 13, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.92% Mar 27, 2024 - May 9, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.46% Jul 23, 2025 - Aug 13, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.42% Jan 8, 2021 - Feb 9, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IEFA and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IEFA vs SPY dividend yield comparison.
| Year | IEFA | SPY |
|---|---|---|
| 2026 | 1.65% | 0.50% |
| 2025 | 3.55% | 1.07% |
| 2024 | 3.47% | 1.21% |
| 2023 | 3.20% | 1.40% |
| 2022 | 2.70% | 1.65% |
| 2021 | 3.32% | 1.20% |
| 2020 | 1.90% | 1.52% |
| 2019 | 3.18% | 1.75% |
| 2018 | 3.46% | 2.04% |
| 2017 | 2.57% | 1.80% |
| 2016 | 2.96% | 2.03% |
| 2015 | 2.63% | 2.06% |
| 2014 | 3.10% | 1.87% |
| 2013 | 2.17% | 1.81% |
| 2012 | 0.34% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 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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