ITOT vs EFA
Comparison between ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF) and ISHARES MSCI EAFE ETF (EFA, ETF).
5-Year PerformanceITOT has outperformed EFA, delivering a return of +12.2% compared to +8.6%
ITOT vs EFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ITOT
$80B
EFA
$72B
Expense Ratio
Winner
ITOT
0.03%
EFA
0.32%
Max Drawdown
Winner
ITOT
56.33%
EFA
63.18%
Sharpe Ratio
Winner
ITOT
2.01
EFA
1.35
5Y Beta
ITOT
0.99
Winner
EFA
0.74
P/E Ratio
ITOT
28.10
EFA
N/A
Forward P/E
ITOT
20.09
EFA
N/A
5Y Dividends CAGR
ITOT
10.09%
Winner
EFA
13.08%
5Y EPS CAGR
ITOT
23.73%
EFA
N/A
P/S Ratio
ITOT
3.15
EFA
N/A
P/B Ratio
ITOT
4.63
EFA
N/A
ITOT vs EFA - Holdings Comparison
ITOT and EFA have 1 common holdings. Overlap is -0.03%
ITOT's top 25 holdings weight is 44.01%. EFA's top 25 holdings weight is 23.37%.
| Rank | ITOT | EFA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.69% | ASML HOLDING NV (n/a) - 2.64% |
| #2 | APPLE INC (AAPL) - 5.79% | HSBC HOLDINGS PLC (n/a) - 1.43% |
| #3 | MICROSOFT CORP (MSFT) - 4.46% | ASTRAZENECA PLC (AZN:XLON) - 1.36% |
| #4 | AMAZON.COM INC (AMZN) - 3.22% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.75% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.28% |
| #6 | BROADCOM INC (AVGO) - 2.40% | NESTLE SA (n/a) - 1.24% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.19% | SHELL PLC (n/a) - 1.18% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | SIEMENS AG (n/a) - 1.01% |
| #9 | TESLA INC (TSLA) - 1.68% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.97% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.38% | BHP GROUP LTD (n/a) - 0.95% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.22% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.91% |
| #12 | ELI LILLY AND CO (LLY) - 1.13% | TOYOTA MOTOR CORP (n/a) - 0.85% |
| #13 | EXXON MOBIL CORP (XOM) - 1.06% | SAP SE (n/a) - 0.84% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.89% | TOTALENERGIES SE (TTE:XPAR) - 0.83% |
| #15 | WALMART INC (WMT) - 0.83% | BANCO SANTANDER SA (n/a) - 0.82% |
| #16 | VISA INC CLASS A (V) - 0.80% | SCHNEIDER ELECTRIC SE (n/a) - 0.82% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.71% | ALLIANZ SE (n/a) - 0.80% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.67% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.79% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.64% | ABB LTD (n/a) - 0.72% |
| #20 | NETFLIX INC (NFLX) - 0.62% | IBERDROLA SA (n/a) - 0.70% |
| #21 | CHEVRON CORP (CVX) - 0.60% | ING GROEP NV (n/a) - 0.38% |
| #22 | n/a (PLTR) - 0.58% | INFINEON TECHNOLOGIES AG (n/a) - 0.38% |
| #23 | ABBVIE INC (ABBV) - 0.57% | SPOTIFY TECHNOLOGY SA (SPOT) - 0.38% |
| #24 | GILEAD SCIENCES INC (GILD) - 0.54% | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% |
| #25 | THE HOME DEPOT INC (HD) - 0.52% | AXA SA (n/a) - 0.37% |
| Total Holdings | 1842 | 680 |
ITOT vs EFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ITOT
+8.85%
EFA
+1.73%
3M
Winner
ITOT
+6.35%
EFA
-0.03%
6M
ITOT
+10.62%
Winner
EFA
+12.25%
1Y
Winner
ITOT
+32.00%
EFA
+25.87%
5Y(CAGR)
Winner
ITOT
+12.22%
EFA
+8.61%
10Y(CAGR)
Winner
ITOT
+15.03%
EFA
+9.39%
Max(CAGR)
Winner
ITOT
+10.62%
EFA
+6.51%
ITOT vs EFA - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | ITOT | EFA |
|---|---|---|
| 2026 | +8.30% | +7.13% |
| 2025 | +17.22% | +32.00% |
| 2024 | +24.65% | +4.68% |
| 2023 | +26.70% | +17.36% |
| 2022 | -19.95% | -14.90% |
| 2021 | +27.30% | +10.88% |
| 2020 | +19.80% | +6.51% |
| 2019 | +30.74% | +22.28% |
| 2018 | -5.98% | -14.44% |
| 2017 | +20.37% | +24.32% |
| 2016 | +14.31% | +2.95% |
| 2015 | +0.99% | -0.57% |
| 2014 | +14.13% | -4.51% |
| 2013 | +29.61% | +19.53% |
| 2012 | +14.27% | +15.65% |
| 2011 | +0.56% | -12.97% |
| 2010 | +14.37% | +5.38% |
| 2009 | +23.36% | +25.33% |
| 2008 | -35.62% | -40.83% |
| 2007 | +5.37% | +9.51% |
| 2006 | +13.36% | +21.73% |
| 2005 | +6.51% | +14.14% |
| 2004 | +8.91% | +18.63% |
| 2003 | N/A | +36.90% |
| 2002 | N/A | -15.92% |
| 2001 | N/A | -5.19% |
ITOT vs EFA Drawdown Comparison
The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The current EFA drawdown is -1.61%.
| Rank | ITOT | EFA |
|---|---|---|
| #1 | -55.21% Oct 9, 2007 - Mar 16, 2012 | -61.04% Oct 31, 2007 - Jun 6, 2014 |
| #2 | -35.00% Feb 19, 2020 - Aug 12, 2020 | -34.19% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -25.35% Jan 3, 2022 - Dec 18, 2023 | -31.40% Aug 24, 2001 - Oct 14, 2003 |
| #4 | -20.11% Sep 20, 2018 - Apr 23, 2019 | -29.49% Sep 7, 2021 - Feb 16, 2024 |
| #5 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -22.97% May 15, 2015 - May 4, 2017 |
| #6 | -14.40% May 21, 2015 - Jun 2, 2016 | -15.76% May 9, 2006 - Oct 26, 2006 |
| #7 | -9.88% Jan 26, 2018 - Jul 25, 2018 | -14.53% Jul 2, 2014 - May 15, 2015 |
| #8 | -9.81% Apr 2, 2012 - Aug 16, 2012 | -14.05% Mar 19, 2025 - May 2, 2025 |
| #9 | -9.62% Jul 19, 2007 - Oct 5, 2007 | -11.58% Jul 12, 2007 - Oct 1, 2007 |
| #10 | -9.37% Sep 2, 2020 - Nov 9, 2020 | -11.42% Feb 25, 2026 - Mar 20, 2026 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -10.14% Sep 26, 2024 - Mar 5, 2025 |
| #12 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -9.81% Feb 17, 2004 - Oct 6, 2004 |
| #13 | -8.14% May 9, 2006 - Sep 26, 2006 | -7.67% Jul 12, 2024 - Aug 21, 2024 |
| #14 | -7.87% Mar 5, 2004 - Nov 4, 2004 | -7.59% Feb 26, 2007 - Apr 3, 2007 |
| #15 | -7.39% Sep 14, 2012 - Jan 2, 2013 | -7.19% Mar 4, 2005 - Aug 3, 2005 |
Correlation
Correlation between ITOT and EFA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
ITOT vs EFA dividend yield comparison.
| Year | ITOT | EFA |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 1.11% | 3.38% |
| 2024 | 1.23% | 3.24% |
| 2023 | 1.47% | 2.98% |
| 2022 | 1.66% | 2.69% |
| 2021 | 1.18% | 3.33% |
| 2020 | 1.41% | 2.13% |
| 2019 | 1.88% | 3.10% |
| 2018 | 2.14% | 3.39% |
| 2017 | 1.69% | 2.57% |
| 2016 | 1.83% | 3.07% |
| 2015 | 2.01% | 2.76% |
| 2014 | 1.71% | 3.72% |
| 2013 | 1.69% | 2.54% |
| 2012 | 1.94% | 3.09% |
| 2011 | 1.85% | 3.45% |
| 2010 | 1.64% | 2.40% |
| 2009 | 1.85% | 2.61% |
| 2008 | 2.69% | 4.12% |
| 2007 | 1.65% | 2.55% |
| 2006 | 1.47% | 2.09% |
| 2005 | 1.55% | 1.87% |
| 2004 | 1.53% | 1.50% |
| 2003 | 0.00% | 1.15% |
| 2002 | 0.00% | 1.90% |
| 2001 | 0.00% | 0.21% |
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