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SGOV vs EFA

Comparison between ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV, ETF) and ISHARES MSCI EAFE ETF (EFA, ETF).

5-Year PerformanceEFA has outperformed SGOV, delivering a return of +7.9% compared to +3.5%

SGOV vs EFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SGOV
$85B
EFA
$76B
Expense Ratio
Winner
SGOV
0.09%
EFA
0.32%
Max Drawdown
Winner
SGOV
0.68%
EFA
63.18%
Sharpe Ratio
Winner
SGOV
1.42
EFA
0.95
5Y Beta
Winner
SGOV
-0.00
EFA
0.74
5Y Dividends CAGR
Winner
SGOV
137.06%
EFA
13.08%

SGOV vs EFA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SGOV
+0.32%
EFA
+0.22%
3M
SGOV
+0.93%
Winner
EFA
+3.13%
6M
SGOV
+1.79%
Winner
EFA
+8.67%
1Y
SGOV
+3.97%
Winner
EFA
+18.45%
5Y(CAGR)
SGOV
+3.54%
Winner
EFA
+7.92%
10Y(CAGR)
SGOV
N/A
EFA
+8.87%
Max(CAGR)
SGOV
+2.95%
Winner
EFA
+6.42%

SGOV vs EFA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSGOVEFA
2026+1.52%+5.38%
2025+4.22%+32.00%
2024+5.25%+4.68%
2023+5.10%+17.36%
2022+1.58%-14.90%
2021+0.04%+10.88%
2020+0.05%+6.51%
2019N/A+22.28%
2018N/A-14.44%
2017N/A+24.32%
2016N/A+2.95%
2015N/A-0.57%
2014N/A-4.51%
2013N/A+19.53%
2012N/A+15.65%
2011N/A-12.97%
2010N/A+5.38%
2009N/A+25.33%
2008N/A-40.83%
2007N/A+9.51%
2006N/A+21.73%
2005N/A+14.14%
2004N/A+18.63%
2003N/A+36.90%
2002N/A-15.92%
2001N/A-5.19%

SGOV vs EFA Drawdown Comparison

The maximum drawdown for SGOV was -0.03%, occurring on Aug 23, 2022. Recovery took 3 trading sessions.

The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.

The current EFA drawdown is -3.22%.

RankSGOVEFA
#1-0.03%
Aug 22, 2022 - Aug 25, 2022
-61.04%
Oct 31, 2007 - Jun 6, 2014
#2-0.02%
Aug 27, 2020 - Oct 5, 2020
-34.19%
Jan 26, 2018 - Nov 16, 2020
#3-0.02%
Nov 2, 2021 - Dec 16, 2021
-31.40%
Aug 24, 2001 - Oct 14, 2003
#4-0.02%
Mar 1, 2021 - Apr 6, 2021
-29.49%
Sep 7, 2021 - Feb 16, 2024
#5-0.02%
Aug 4, 2021 - Sep 7, 2021
-22.97%
May 15, 2015 - May 4, 2017
#6-0.02%
Oct 21, 2021 - Nov 2, 2021
-15.76%
May 9, 2006 - Oct 26, 2006
#7-0.02%
Jul 7, 2022 - Jul 14, 2022
-14.53%
Jul 2, 2014 - May 15, 2015
#8-0.02%
Jun 21, 2022 - Jun 29, 2022
-14.05%
Mar 19, 2025 - May 2, 2025
#9-0.02%
Jul 27, 2022 - Aug 1, 2022
-11.58%
Jul 12, 2007 - Oct 1, 2007
#10-0.02%
Oct 11, 2022 - Oct 13, 2022
-11.42%
Feb 25, 2026 - Mar 20, 2026
#11-0.02%
Mar 24, 2023 - Mar 28, 2023
-10.14%
Sep 26, 2024 - Mar 5, 2025
#12-0.02%
Dec 23, 2021 - Feb 16, 2022
-9.81%
Feb 17, 2004 - Oct 6, 2004
#13-0.02%
Aug 19, 2020 - Aug 27, 2020
-7.67%
Jul 12, 2024 - Aug 21, 2024
#14-0.01%
Jun 2, 2022 - Jun 16, 2022
-7.59%
Feb 26, 2007 - Apr 3, 2007
#15-0.01%
Jun 8, 2021 - Jun 25, 2021
-7.19%
Mar 4, 2005 - Aug 3, 2005

Correlation

Correlation between SGOV and EFA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2001 - 2026)

SGOV vs EFA dividend yield comparison.

YearSGOVEFA
20261.47%0.00%
20254.10%3.38%
20245.10%3.24%
20234.87%2.98%
20221.45%2.69%
20210.03%3.33%
20200.05%2.13%
20190.00%3.10%
20180.00%3.39%
20170.00%2.57%
20160.00%3.07%
20150.00%2.76%
20140.00%3.72%
20130.00%2.54%
20120.00%3.09%
20110.00%3.45%
20100.00%2.40%
20090.00%2.61%
20080.00%4.12%
20070.00%2.55%
20060.00%2.09%
20050.00%1.87%
20040.00%1.50%
20030.00%1.15%
20020.00%1.90%
20010.00%0.21%

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