IVW vs EFA
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and ISHARES MSCI EAFE ETF (EFA, ETF).
5-Year PerformanceIVW has outperformed EFA, delivering a return of +14.1% compared to +8.7%
IVW vs EFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVW
$76B
Winner
EFA
$77B
Expense Ratio
Winner
IVW
0.18%
EFA
0.32%
Max Drawdown
Winner
IVW
61.38%
EFA
63.18%
Sharpe Ratio
Winner
IVW
1.33
EFA
1.15
5Y Beta
IVW
1.22
Winner
EFA
0.75
P/E Ratio
IVW
29.87
EFA
N/A
Forward P/E
IVW
24.28
EFA
N/A
PEG Ratio
IVW
0.48
EFA
N/A
5Y Dividends CAGR
IVW
1.24%
Winner
EFA
12.97%
5Y EPS CAGR
IVW
35.27%
EFA
N/A
Debt to Equity
IVW
7.33%
EFA
N/A
P/S Ratio
IVW
5.85
EFA
N/A
P/B Ratio
IVW
8.58
EFA
N/A
IVW vs EFA - Holdings Comparison
IVW and EFA have 1 common holdings. Overlap is -0.10%
IVW's top 25 holdings weight is 73.33%. EFA's top 25 holdings weight is 23.97%.
| Rank | IVW | EFA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | ASML HOLDING NV (n/a) - 3.38% |
| #2 | APPLE INC (AAPL) - 5.92% | HSBC HOLDINGS PLC (n/a) - 1.46% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% |
| #4 | BROADCOM INC (AVGO) - 5.88% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | ASTRAZENECA PLC (AZN:XLON) - 1.26% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | NESTLE SA (n/a) - 1.19% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | SHELL PLC (n/a) - 1.12% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | SIEMENS AG (n/a) - 1.05% |
| #9 | TESLA INC (TSLA) - 3.85% | BHP GROUP LTD (n/a) - 1.04% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.97% |
| #11 | VISA INC CLASS A (V) - 1.73% | TOKYO ELECTRON LTD (n/a) - 0.88% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | BANCO SANTANDER SA (n/a) - 0.85% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | TOTALENERGIES SE (TTE) - 0.80% |
| #15 | n/a (PLTR) - 1.29% | ALLIANZ SE (n/a) - 0.79% |
| #16 | NETFLIX INC (NFLX) - 1.28% | SCHNEIDER ELECTRIC SE (n/a) - 0.78% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | SAP SE (n/a) - 0.78% |
| #18 | ORACLE CORP (ORCL) - 1.14% | TOYOTA MOTOR CORP (n/a) - 0.76% |
| #19 | WALMART INC (WMT) - 1.04% | ABB LTD (n/a) - 0.74% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.74% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | WESTPAC BANKING CORP (n/a) - 0.39% |
| #22 | SALESFORCE INC (CRM) - 0.77% | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | NATIONAL GRID PLC (n/a) - 0.37% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | LLOYDS BANKING GROUP PLC (n/a) - 0.37% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.36% |
| Total Holdings | 220 | 663 |
IVW vs EFA - Historical Returns
Returns include dividend reinvestment.
1M
IVW
-2.04%
Winner
EFA
+0.09%
3M
Winner
IVW
+15.78%
EFA
+8.59%
6M
IVW
+7.44%
Winner
EFA
+8.08%
1Y
Winner
IVW
+26.74%
EFA
+21.83%
5Y(CAGR)
Winner
IVW
+14.09%
EFA
+8.72%
10Y(CAGR)
Winner
IVW
+19.61%
EFA
+8.90%
Max(CAGR)
Winner
IVW
+12.33%
EFA
+6.88%
IVW vs EFA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | EFA |
|---|---|---|
| 2026 | +8.60% | +7.25% |
| 2025 | +21.97% | +32.00% |
| 2024 | +38.04% | +4.68% |
| 2023 | +31.48% | +17.36% |
| 2022 | -30.04% | -14.90% |
| 2021 | +33.79% | +10.88% |
| 2020 | +34.55% | +6.51% |
| 2019 | +37.93% | +22.28% |
| 2018 | +2.49% | -14.44% |
| 2017 | +31.77% | +24.32% |
| 2016 | +13.89% | +2.95% |
| 2015 | +10.41% | -0.57% |
| 2014 | +20.63% | -4.51% |
| 2013 | +35.40% | +19.53% |
| 2012 | +19.34% | +15.65% |
| 2011 | +8.74% | -12.97% |
| 2010 | +18.40% | +5.38% |
| 2009 | +33.37% | +25.33% |
| 2008 | -31.43% | -40.83% |
| 2007 | +13.01% | +9.51% |
| 2006 | +13.02% | +21.73% |
| 2005 | +8.74% | +14.14% |
| 2004 | +11.52% | +22.19% |
| 2003 | +25.75% | +40.10% |
| 2002 | -22.05% | -12.76% |
| 2001 | -6.64% | -4.77% |
| 2000 | -14.56% | N/A |
IVW vs EFA Drawdown Comparison
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The current IVW drawdown is -5.48%. The current EFA drawdown is -2.03%.
| Rank | IVW | EFA |
|---|---|---|
| #1 | -53.83% Jul 17, 2000 - May 18, 2007 | -61.04% Oct 31, 2007 - Jun 6, 2014 |
| #2 | -46.68% Oct 12, 2007 - Oct 13, 2010 | -34.19% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -29.61% Aug 24, 2001 - Sep 18, 2003 |
| #4 | -31.35% Feb 19, 2020 - Jun 8, 2020 | -29.49% Sep 7, 2021 - Feb 16, 2024 |
| #5 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -22.97% May 15, 2015 - May 4, 2017 |
| #6 | -19.85% Oct 1, 2018 - Mar 21, 2019 | -15.76% May 9, 2006 - Oct 26, 2006 |
| #7 | -15.81% Jul 7, 2011 - Jan 18, 2012 | -14.53% Jul 2, 2014 - May 15, 2015 |
| #8 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -14.05% Mar 19, 2025 - May 2, 2025 |
| #9 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -11.58% Jul 12, 2007 - Oct 1, 2007 |
| #10 | -12.51% Dec 29, 2015 - Mar 30, 2016 | -11.42% Feb 25, 2026 - Jun 15, 2026 |
| #11 | -11.46% Jul 20, 2015 - Oct 23, 2015 | -10.14% Sep 26, 2024 - Mar 5, 2025 |
| #12 | -10.43% Sep 2, 2020 - Dec 1, 2020 | -9.81% Feb 17, 2004 - Oct 6, 2004 |
| #13 | -9.87% Jan 26, 2018 - Jun 1, 2018 | -7.67% Jul 12, 2024 - Aug 21, 2024 |
| #14 | -8.68% Jul 19, 2007 - Sep 26, 2007 | -7.59% Feb 26, 2007 - Apr 3, 2007 |
| #15 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -7.19% Mar 4, 2005 - Aug 3, 2005 |
Correlation
Correlation between IVW and EFA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IVW vs EFA dividend yield comparison.
| Year | IVW | EFA |
|---|---|---|
| 2026 | 0.17% | 1.60% |
| 2025 | 0.40% | 3.38% |
| 2024 | 0.43% | 3.24% |
| 2023 | 1.03% | 2.98% |
| 2022 | 0.92% | 2.69% |
| 2021 | 0.46% | 3.33% |
| 2020 | 2.60% | 2.13% |
| 2019 | 6.51% | 3.10% |
| 2018 | 5.11% | 3.39% |
| 2017 | 5.21% | 2.57% |
| 2016 | 6.06% | 3.07% |
| 2015 | 6.05% | 2.76% |
| 2014 | 5.47% | 3.72% |
| 2013 | 5.79% | 2.54% |
| 2012 | 7.28% | 3.09% |
| 2011 | 6.46% | 3.45% |
| 2010 | 5.52% | 2.40% |
| 2009 | 5.51% | 2.61% |
| 2008 | 6.67% | 4.12% |
| 2007 | 4.66% | 2.55% |
| 2006 | 4.72% | 2.09% |
| 2005 | 5.07% | 1.87% |
| 2004 | 6.76% | 4.51% |
| 2003 | 4.37% | 3.44% |
| 2002 | 4.28% | 5.70% |
| 2001 | 2.71% | 0.62% |
| 2000 | 1.56% | 0.00% |
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