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IVAL vs EFNL

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

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

IVAL vs EFNL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

IVAL vs EFNL - Historical Returns

Returns include dividend reinvestment.

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

IVAL vs EFNL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

IVAL vs EFNL Drawdown Comparison

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

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

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

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

Correlation

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

0.87
-101

Dividend Comparison (2012 - 2026)

IVAL vs EFNL dividend yield comparison.

YearIVALEFNL
20261.54%0.55%
20252.75%3.40%
20243.60%5.05%
20235.15%4.31%
20228.00%5.94%
20213.95%2.29%
20202.07%2.94%
20192.51%5.70%
20182.93%3.83%
20171.73%3.30%
20162.02%2.40%
20151.86%1.57%
20140.20%3.54%
20130.00%2.47%
20120.00%4.13%

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