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