IWM vs EFA
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and ISHARES MSCI EAFE ETF (EFA, ETF).
5-Year PerformanceEFA has outperformed IWM, delivering a return of +8.6% compared to +6.0%
IWM vs EFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWM
$72B
EFA
$72B
Expense Ratio
Winner
IWM
0.19%
EFA
0.32%
Max Drawdown
Winner
IWM
59.89%
EFA
63.18%
Sharpe Ratio
Winner
IWM
1.84
EFA
1.35
5Y Beta
IWM
1.09
Winner
EFA
0.74
P/E Ratio
IWM
-406.62
EFA
N/A
Forward P/E
IWM
14.44
EFA
N/A
5Y Dividends CAGR
IWM
7.95%
Winner
EFA
13.08%
5Y EPS CAGR
IWM
12.78%
EFA
N/A
P/S Ratio
IWM
1.30
EFA
N/A
P/B Ratio
IWM
2.08
EFA
N/A
IWM vs EFA - Holdings Comparison
IWM and EFA have 1 common holdings. Overlap is -0.68%
IWM's top 25 holdings weight is 9.52%. EFA's top 25 holdings weight is 23.37%.
| Rank | IWM | EFA |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | ASML HOLDING NV (n/a) - 2.64% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | HSBC HOLDINGS PLC (n/a) - 1.43% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | ASTRAZENECA PLC (AZN:XLON) - 1.36% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.28% |
| #6 | FABRINET (FN) - 0.46% | NESTLE SA (n/a) - 1.24% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | SHELL PLC (n/a) - 1.18% |
| #8 | COEUR MINING INC (CDE) - 0.39% | SIEMENS AG (n/a) - 1.01% |
| #9 | RAMBUS INC (RMBS) - 0.37% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.97% |
| #10 | n/a (HIMS) - 0.37% | BHP GROUP LTD (n/a) - 0.95% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.91% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | TOYOTA MOTOR CORP (n/a) - 0.85% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | SAP SE (n/a) - 0.84% |
| #14 | n/a (CWAN) - 0.34% | TOTALENERGIES SE (TTE:XPAR) - 0.83% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | BANCO SANTANDER SA (n/a) - 0.82% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | SCHNEIDER ELECTRIC SE (n/a) - 0.82% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | ALLIANZ SE (n/a) - 0.80% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.79% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | ABB LTD (n/a) - 0.72% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | IBERDROLA SA (n/a) - 0.70% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | ING GROEP NV (n/a) - 0.38% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | INFINEON TECHNOLOGIES AG (n/a) - 0.38% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | SPOTIFY TECHNOLOGY SA (SPOT) - 0.38% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | AXA SA (n/a) - 0.37% |
| Total Holdings | 1795 | 680 |
IWM vs EFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWM
+9.10%
EFA
+1.73%
3M
Winner
IWM
+6.67%
EFA
-0.03%
6M
Winner
IWM
+18.22%
EFA
+12.25%
1Y
Winner
IWM
+42.77%
EFA
+25.87%
5Y(CAGR)
IWM
+6.04%
Winner
EFA
+8.61%
10Y(CAGR)
Winner
IWM
+11.26%
EFA
+9.39%
Max(CAGR)
Winner
IWM
+8.69%
EFA
+6.51%
IWM vs EFA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | EFA |
|---|---|---|
| 2026 | +14.43% | +7.13% |
| 2025 | +12.57% | +32.00% |
| 2024 | +12.06% | +4.68% |
| 2023 | +17.49% | +17.36% |
| 2022 | -21.49% | -14.90% |
| 2021 | +16.05% | +10.88% |
| 2020 | +19.95% | +6.51% |
| 2019 | +24.69% | +22.28% |
| 2018 | -11.94% | -14.44% |
| 2017 | +14.02% | +24.32% |
| 2016 | +24.49% | +2.95% |
| 2015 | -3.91% | -0.57% |
| 2014 | +6.18% | -4.51% |
| 2013 | +34.73% | +19.53% |
| 2012 | +14.79% | +15.65% |
| 2011 | -6.07% | -12.97% |
| 2010 | +23.88% | +5.38% |
| 2009 | +26.00% | +25.33% |
| 2008 | -33.48% | -40.83% |
| 2007 | -1.92% | +9.51% |
| 2006 | +15.96% | +21.73% |
| 2005 | +5.83% | +14.14% |
| 2004 | +16.79% | +18.63% |
| 2003 | +43.62% | +36.90% |
| 2002 | -20.74% | -15.92% |
| 2001 | +5.46% | -5.19% |
| 2000 | +5.62% | N/A |
IWM vs EFA Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The current IWM drawdown is -0.92%. The current EFA drawdown is -1.61%.
| Rank | IWM | EFA |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -61.04% Oct 31, 2007 - Jun 6, 2014 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -34.19% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -31.40% Aug 24, 2001 - Oct 14, 2003 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -29.49% Sep 7, 2021 - Feb 16, 2024 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -22.97% May 15, 2015 - May 4, 2017 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -15.76% May 9, 2006 - Oct 26, 2006 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -14.53% Jul 2, 2014 - May 15, 2015 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -14.05% Mar 19, 2025 - May 2, 2025 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -11.58% Jul 12, 2007 - Oct 1, 2007 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -11.42% Feb 25, 2026 - Mar 20, 2026 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -10.14% Sep 26, 2024 - Mar 5, 2025 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -9.81% Feb 17, 2004 - Oct 6, 2004 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -7.67% Jul 12, 2024 - Aug 21, 2024 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -7.59% Feb 26, 2007 - Apr 3, 2007 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -7.19% Mar 4, 2005 - Aug 3, 2005 |
Correlation
Correlation between IWM and EFA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IWM vs EFA dividend yield comparison.
| Year | IWM | EFA |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 1.04% | 3.38% |
| 2024 | 1.15% | 3.24% |
| 2023 | 1.35% | 2.98% |
| 2022 | 1.48% | 2.69% |
| 2021 | 0.94% | 3.33% |
| 2020 | 1.04% | 2.13% |
| 2019 | 1.26% | 3.10% |
| 2018 | 1.40% | 3.39% |
| 2017 | 1.26% | 2.57% |
| 2016 | 1.38% | 3.07% |
| 2015 | 1.54% | 2.76% |
| 2014 | 1.26% | 3.72% |
| 2013 | 1.23% | 2.54% |
| 2012 | 2.00% | 3.09% |
| 2011 | 1.40% | 3.45% |
| 2010 | 1.14% | 2.40% |
| 2009 | 1.15% | 2.61% |
| 2008 | 1.78% | 4.12% |
| 2007 | 1.02% | 2.55% |
| 2006 | 1.07% | 2.09% |
| 2005 | 1.32% | 1.87% |
| 2004 | 0.92% | 1.50% |
| 2003 | 0.83% | 1.15% |
| 2002 | 1.31% | 1.90% |
| 2001 | 1.08% | 0.21% |
| 2000 | 0.89% | 0.00% |
Select Stocks to Compare
Popular: IWM vs SPYEFA vs SPY
More Comparisons
Compare with similar stocks