IWD vs EFA
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and ISHARES MSCI EAFE ETF (EFA, ETF).
5-Year PerformanceIWD has outperformed EFA, delivering a return of +11.4% compared to +9.2%
IWD vs EFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWD
$80B
EFA
$77B
Expense Ratio
Winner
IWD
0.18%
EFA
0.32%
Max Drawdown
Winner
IWD
61.91%
EFA
63.18%
Sharpe Ratio
Winner
IWD
1.94
EFA
1.09
5Y Beta
Winner
IWD
0.73
EFA
0.75
P/E Ratio
IWD
23.71
EFA
N/A
Forward P/E
IWD
18.43
EFA
N/A
5Y Dividends CAGR
IWD
6.22%
Winner
EFA
12.97%
5Y EPS CAGR
IWD
12.16%
EFA
N/A
Debt to Equity
IWD
9.51%
EFA
N/A
P/S Ratio
IWD
2.41
EFA
N/A
P/B Ratio
IWD
3.43
EFA
N/A
IWD vs EFA - Holdings Comparison
IWD and EFA have 4 common holdings. Overlap is 0.11%
IWD's top 25 holdings weight is 40.50%. EFA's top 25 holdings weight is 23.95%.
| Rank | IWD | EFA |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.07% | ASML HOLDING NV (n/a) - 3.15% |
| #2 | APPLE INC (AAPL) - 5.75% | HSBC HOLDINGS PLC (n/a) - 1.55% |
| #3 | MICROSOFT CORP (MSFT) - 3.94% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.53% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.29% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52% | NESTLE SA (n/a) - 1.23% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.69% | ASTRAZENECA PLC (AZN:XLON) - 1.18% |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% | SHELL PLC (n/a) - 1.08% |
| #8 | INTEL CORP (INTC) - 1.30% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.28% | SIEMENS AG (n/a) - 1.06% |
| #10 | WALMART INC (WMT) - 1.26% | BHP GROUP LTD (n/a) - 0.95% |
| #11 | ABBVIE INC (ABBV) - 1.09% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.91% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | TOKYO ELECTRON LTD (n/a) - 0.91% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.03% | BANCO SANTANDER SA (n/a) - 0.91% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.94% | ALLIANZ SE (n/a) - 0.84% |
| #15 | CHEVRON CORP (CVX) - 0.93% | SCHNEIDER ELECTRIC SE (n/a) - 0.78% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 0.91% | SAP SE (n/a) - 0.77% |
| #17 | MERCK & CO INC (MRK) - 0.82% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.76% |
| #18 | COCA-COLA CO (KO) - 0.79% | TOYOTA MOTOR CORP (n/a) - 0.76% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76% | ABB LTD (n/a) - 0.75% |
| #20 | META PLATFORMS INC CLASS A (META) - 0.73% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.73% |
| #21 | WELLS FARGO & CO (WFC) - 0.72% | WESTPAC BANKING CORP (n/a) - 0.40% |
| #22 | RTX CORP (RTX) - 0.72% | TOKIO MARINE HOLDINGS INC (n/a) - 0.39% |
| #23 | MORGAN STANLEY (MS) - 0.70% | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.39% |
| #24 | LINDE PLC (LIN) - 0.66% | NATIONAL GRID PLC (n/a) - 0.38% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.63% | MITSUBISHI CORP (n/a) - 0.38% |
| Total Holdings | 823 | 611 |
IWD vs EFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+1.61%
EFA
-0.50%
3M
Winner
IWD
+9.89%
EFA
+4.00%
6M
Winner
IWD
+13.70%
EFA
+6.73%
1Y
Winner
IWD
+28.42%
EFA
+21.15%
5Y(CAGR)
Winner
IWD
+11.44%
EFA
+9.17%
10Y(CAGR)
Winner
IWD
+11.26%
EFA
+9.41%
Max(CAGR)
Winner
IWD
+8.23%
EFA
+6.53%
IWD vs EFA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | EFA |
|---|---|---|
| 2026 | +17.41% | +8.92% |
| 2025 | +15.91% | +32.00% |
| 2024 | +13.78% | +4.68% |
| 2023 | +11.40% | +17.36% |
| 2022 | -8.06% | -14.90% |
| 2021 | +26.65% | +10.88% |
| 2020 | +2.31% | +6.51% |
| 2019 | +26.15% | +22.28% |
| 2018 | -8.84% | -14.44% |
| 2017 | +12.65% | +24.32% |
| 2016 | +18.65% | +2.95% |
| 2015 | -3.99% | -0.57% |
| 2014 | +14.25% | -4.51% |
| 2013 | +28.94% | +19.53% |
| 2012 | +15.55% | +15.65% |
| 2011 | -1.00% | -12.97% |
| 2010 | +13.28% | +5.38% |
| 2009 | +16.61% | +25.33% |
| 2008 | -35.73% | -40.83% |
| 2007 | -0.33% | +9.51% |
| 2006 | +20.13% | +21.73% |
| 2005 | +7.79% | +14.14% |
| 2004 | +16.44% | +18.63% |
| 2003 | +25.72% | +36.90% |
| 2002 | -16.22% | -15.92% |
| 2001 | -4.66% | -5.19% |
| 2000 | +8.98% | N/A |
IWD vs EFA Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The current IWD drawdown is -0.81%. The current EFA drawdown is -1.33%.
| Rank | IWD | EFA |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -61.04% Oct 31, 2007 - Jun 6, 2014 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -34.19% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -31.40% Aug 24, 2001 - Oct 14, 2003 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -29.49% Sep 7, 2021 - Feb 16, 2024 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -22.97% May 15, 2015 - May 4, 2017 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -15.76% May 9, 2006 - Oct 26, 2006 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -14.53% Jul 2, 2014 - May 15, 2015 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -14.05% Mar 19, 2025 - May 2, 2025 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -11.58% Jul 12, 2007 - Oct 1, 2007 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -11.42% Feb 25, 2026 - Jun 15, 2026 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -10.14% Sep 26, 2024 - Mar 5, 2025 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -9.81% Feb 17, 2004 - Oct 6, 2004 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -7.67% Jul 12, 2024 - Aug 21, 2024 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.59% Feb 26, 2007 - Apr 3, 2007 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -7.19% Mar 4, 2005 - Aug 3, 2005 |
Correlation
Correlation between IWD and EFA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWD vs EFA dividend yield comparison.
| Year | IWD | EFA |
|---|---|---|
| 2026 | 0.64% | 1.57% |
| 2025 | 1.69% | 3.38% |
| 2024 | 1.87% | 3.24% |
| 2023 | 2.02% | 2.98% |
| 2022 | 2.15% | 2.69% |
| 2021 | 1.62% | 3.33% |
| 2020 | 2.05% | 2.13% |
| 2019 | 2.45% | 3.10% |
| 2018 | 2.71% | 3.39% |
| 2017 | 2.09% | 2.57% |
| 2016 | 2.25% | 3.07% |
| 2015 | 2.47% | 2.76% |
| 2014 | 2.00% | 3.72% |
| 2013 | 1.95% | 2.54% |
| 2012 | 2.30% | 3.09% |
| 2011 | 2.30% | 3.45% |
| 2010 | 1.98% | 2.40% |
| 2009 | 2.36% | 2.61% |
| 2008 | 3.70% | 4.12% |
| 2007 | 2.40% | 2.55% |
| 2006 | 2.05% | 2.09% |
| 2005 | 2.46% | 1.87% |
| 2004 | 1.96% | 1.50% |
| 2003 | 1.91% | 1.15% |
| 2002 | 2.14% | 1.90% |
| 2001 | 1.56% | 0.21% |
| 2000 | 0.74% | 0.00% |
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