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EFAD vs. EFA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EFAD vs. EFA - Performance Comparison

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

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EFAD vs. EFA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EFAD
ProShares MSCI EAFE Dividend Growers ETF
-1.68%15.87%-1.88%11.91%-21.34%8.41%8.75%24.66%-11.71%22.14%
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%

Returns By Period

In the year-to-date period, EFAD achieves a -1.68% return, which is significantly lower than EFA's 1.15% return. Over the past 10 years, EFAD has underperformed EFA with an annualized return of 4.00%, while EFA has yielded a comparatively higher 8.77% annualized return.


EFAD

1D
2.61%
1M
-6.98%
YTD
-1.68%
6M
-1.50%
1Y
8.59%
3Y*
5.68%
5Y*
1.03%
10Y*
4.00%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EFAD vs. EFA - Expense Ratio Comparison

EFAD has a 0.50% expense ratio, which is higher than EFA's 0.32% expense ratio.


Return for Risk

EFAD vs. EFA — Risk / Return Rank

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

EFAD
EFAD Risk / Return Rank: 3232
Overall Rank
EFAD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EFAD Sortino Ratio Rank: 3232
Sortino Ratio Rank
EFAD Omega Ratio Rank: 2929
Omega Ratio Rank
EFAD Calmar Ratio Rank: 3131
Calmar Ratio Rank
EFAD Martin Ratio Rank: 3232
Martin Ratio Rank

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
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.

EFAD vs. EFA - Risk-Adjusted Trends Comparison

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


EFADEFADifference

Sharpe ratio

Return per unit of total volatility

0.60

1.31

-0.71

Sortino ratio

Return per unit of downside risk

0.92

1.87

-0.96

Omega ratio

Gain probability vs. loss probability

1.12

1.27

-0.15

Calmar ratio

Return relative to maximum drawdown

0.78

1.93

-1.15

Martin ratio

Return relative to average drawdown

2.82

7.39

-4.57

EFAD vs. EFA - Sharpe Ratio Comparison

The current EFAD Sharpe Ratio is 0.60, which is lower than the EFA Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of EFAD and EFA, 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


EFADEFADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

1.31

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.50

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.51

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.30

-0.14

Correlation

The correlation between EFAD and EFA is 0.90, 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

EFAD vs. EFA - Dividend Comparison

EFAD's dividend yield for the trailing twelve months is around 2.93%, less than EFA's 3.34% yield.


TTM20252024202320222021202020192018201720162015
EFAD
ProShares MSCI EAFE Dividend Growers ETF
2.93%2.83%2.64%2.29%1.76%2.98%1.49%2.05%2.37%2.42%2.88%1.94%
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%

Drawdowns

EFAD vs. EFA - Drawdown Comparison

The maximum EFAD drawdown since its inception was -35.74%, smaller than the maximum EFA drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for EFAD and EFA.


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Drawdown Indicators


EFADEFADifference

Max Drawdown

Largest peak-to-trough decline

-35.74%

-61.04%

+25.30%

Max Drawdown (1Y)

Largest decline over 1 year

-10.18%

-11.42%

+1.24%

Max Drawdown (5Y)

Largest decline over 5 years

-35.74%

-29.53%

-6.21%

Max Drawdown (10Y)

Largest decline over 10 years

-35.74%

-34.19%

-1.55%

Current Drawdown

Current decline from peak

-7.16%

-8.07%

+0.91%

Average Drawdown

Average peak-to-trough decline

-10.42%

-12.00%

+1.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.80%

2.98%

-0.18%

Volatility

EFAD vs. EFA - Volatility Comparison

The current volatility for ProShares MSCI EAFE Dividend Growers ETF (EFAD) is 6.75%, while iShares MSCI EAFE ETF (EFA) has a volatility of 7.92%. This indicates that EFAD experiences smaller price fluctuations and is considered to be less risky than EFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EFADEFADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.75%

7.92%

-1.17%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

11.12%

-1.36%

Volatility (1Y)

Calculated over the trailing 1-year period

14.36%

17.71%

-3.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.27%

16.31%

-2.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.62%

17.20%

-1.58%