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EFA vs. EFO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EFA vs. EFO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI EAFE ETF (EFA) and ProShares Ultra MSCI EAFE (EFO). The values are adjusted to include any dividend payments, if applicable.

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EFA vs. EFO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EFA
iShares MSCI EAFE ETF
1.15%31.55%3.49%18.36%-14.39%11.45%7.60%22.04%-13.82%25.07%
EFO
ProShares Ultra MSCI EAFE
-0.08%58.51%-2.15%25.77%-33.62%19.38%2.29%40.93%-30.91%51.78%

Returns By Period

In the year-to-date period, EFA achieves a 1.15% return, which is significantly higher than EFO's -0.08% return. Over the past 10 years, EFA has underperformed EFO with an annualized return of 8.77%, while EFO has yielded a comparatively higher 9.59% annualized return.


EFA

1D
3.25%
1M
-7.83%
YTD
1.15%
6M
5.91%
1Y
23.09%
3Y*
14.36%
5Y*
8.10%
10Y*
8.77%

EFO

1D
6.60%
1M
-16.14%
YTD
-0.08%
6M
7.57%
1Y
37.55%
3Y*
19.30%
5Y*
7.06%
10Y*
9.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EFA vs. EFO - Expense Ratio Comparison

EFA has a 0.32% expense ratio, which is lower than EFO's 0.95% expense ratio.


Return for Risk

EFA vs. EFO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EFA
EFA Risk / Return Rank: 7676
Overall Rank
EFA Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
EFA Sortino Ratio Rank: 7777
Sortino Ratio Rank
EFA Omega Ratio Rank: 7676
Omega Ratio Rank
EFA Calmar Ratio Rank: 7777
Calmar Ratio Rank
EFA Martin Ratio Rank: 7575
Martin Ratio Rank

EFO
EFO Risk / Return Rank: 6363
Overall Rank
EFO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
EFO Sortino Ratio Rank: 6464
Sortino Ratio Rank
EFO Omega Ratio Rank: 6262
Omega Ratio Rank
EFO Calmar Ratio Rank: 6464
Calmar Ratio Rank
EFO Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EFA vs. EFO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE ETF (EFA) and ProShares Ultra MSCI EAFE (EFO). 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.


EFAEFODifference

Sharpe ratio

Return per unit of total volatility

1.31

1.08

+0.24

Sortino ratio

Return per unit of downside risk

1.87

1.60

+0.28

Omega ratio

Gain probability vs. loss probability

1.27

1.22

+0.05

Calmar ratio

Return relative to maximum drawdown

1.93

1.59

+0.33

Martin ratio

Return relative to average drawdown

7.39

5.90

+1.49

EFA vs. EFO - Sharpe Ratio Comparison

The current EFA Sharpe Ratio is 1.31, which is comparable to the EFO Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of EFA and EFO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EFAEFODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

1.08

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.22

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.28

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.21

+0.09

Correlation

The correlation between EFA and EFO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EFA vs. EFO - Dividend Comparison

EFA's dividend yield for the trailing twelve months is around 3.34%, more than EFO's 1.73% yield.


TTM20252024202320222021202020192018201720162015
EFA
iShares MSCI EAFE ETF
3.34%3.38%3.24%2.98%2.69%3.33%2.13%3.10%3.39%2.57%3.07%2.76%
EFO
ProShares Ultra MSCI EAFE
1.73%1.65%2.24%1.93%0.00%0.00%0.00%0.37%0.11%0.00%0.00%0.00%

Drawdowns

EFA vs. EFO - Drawdown Comparison

The maximum EFA drawdown since its inception was -61.04%, roughly equal to the maximum EFO drawdown of -63.52%. Use the drawdown chart below to compare losses from any high point for EFA and EFO.


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Drawdown Indicators


EFAEFODifference

Max Drawdown

Largest peak-to-trough decline

-61.04%

-63.52%

+2.48%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-22.18%

+10.76%

Max Drawdown (5Y)

Largest decline over 5 years

-29.53%

-53.95%

+24.42%

Max Drawdown (10Y)

Largest decline over 10 years

-34.19%

-63.52%

+29.33%

Current Drawdown

Current decline from peak

-8.07%

-16.38%

+8.31%

Average Drawdown

Average peak-to-trough decline

-12.00%

-18.78%

+6.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

6.00%

-3.02%

Volatility

EFA vs. EFO - Volatility Comparison

The current volatility for iShares MSCI EAFE ETF (EFA) is 7.92%, while ProShares Ultra MSCI EAFE (EFO) has a volatility of 15.10%. This indicates that EFA experiences smaller price fluctuations and is considered to be less risky than EFO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EFAEFODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.92%

15.10%

-7.18%

Volatility (6M)

Calculated over the trailing 6-month period

11.12%

21.89%

-10.77%

Volatility (1Y)

Calculated over the trailing 1-year period

17.71%

35.11%

-17.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.31%

32.58%

-16.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.20%

33.87%

-16.67%