EFA vs. EFAS
Compare and contrast key facts about iShares MSCI EAFE ETF (EFA) and Global X MSCI SuperDividend® EAFE ETF (EFAS).
EFA and EFAS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Aug 14, 2001. EFAS is a passively managed fund by Global X that tracks the performance of the MSCI EAFE Top 50 Dividend Index. It was launched on Nov 14, 2016. Both EFA and EFAS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFA or EFAS.
Correlation
The correlation between EFA and EFAS is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EFA vs. EFAS - Performance Comparison
Key characteristics
EFA:
0.69
EFAS:
1.26
EFA:
1.08
EFAS:
1.72
EFA:
1.15
EFAS:
1.24
EFA:
0.87
EFAS:
1.75
EFA:
2.60
EFAS:
4.72
EFA:
4.69%
EFAS:
4.39%
EFA:
17.61%
EFAS:
16.51%
EFA:
-61.04%
EFAS:
-44.38%
EFA:
-1.33%
EFAS:
-0.55%
Returns By Period
In the year-to-date period, EFA achieves a 10.78% return, which is significantly lower than EFAS's 17.92% return.
EFA
10.78%
-0.42%
5.93%
11.18%
11.91%
5.16%
EFAS
17.92%
1.31%
12.00%
20.38%
15.26%
N/A
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EFA vs. EFAS - Expense Ratio Comparison
EFA has a 0.32% expense ratio, which is lower than EFAS's 0.56% expense ratio.
Risk-Adjusted Performance
EFA vs. EFAS — Risk-Adjusted Performance Rank
EFA
EFAS
EFA vs. EFAS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE ETF (EFA) and Global X MSCI SuperDividend® EAFE ETF (EFAS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EFA vs. EFAS - Dividend Comparison
EFA's dividend yield for the trailing twelve months is around 2.93%, less than EFAS's 5.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA iShares MSCI EAFE ETF | 2.93% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% | 3.72% |
EFAS Global X MSCI SuperDividend® EAFE ETF | 5.87% | 6.76% | 6.33% | 7.28% | 5.19% | 4.34% | 5.75% | 6.63% | 6.15% | 0.21% | 0.00% | 0.00% |
Drawdowns
EFA vs. EFAS - Drawdown Comparison
The maximum EFA drawdown since its inception was -61.04%, which is greater than EFAS's maximum drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for EFA and EFAS. For additional features, visit the drawdowns tool.
Volatility
EFA vs. EFAS - Volatility Comparison
iShares MSCI EAFE ETF (EFA) has a higher volatility of 11.93% compared to Global X MSCI SuperDividend® EAFE ETF (EFAS) at 10.06%. This indicates that EFA's price experiences larger fluctuations and is considered to be riskier than EFAS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.