SGOVX vs. IEFA
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and iShares Core MSCI EAFE ETF (IEFA).
SGOVX is managed by First Eagle. It was launched on Aug 31, 1993. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOVX or IEFA.
Correlation
The correlation between SGOVX and IEFA is 0.85, 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.
Performance
SGOVX vs. IEFA - Performance Comparison
Key characteristics
SGOVX:
1.15
IEFA:
0.69
SGOVX:
1.61
IEFA:
1.09
SGOVX:
1.22
IEFA:
1.15
SGOVX:
1.27
IEFA:
0.88
SGOVX:
3.38
IEFA:
2.59
SGOVX:
4.34%
IEFA:
4.70%
SGOVX:
12.78%
IEFA:
17.62%
SGOVX:
-48.37%
IEFA:
-34.79%
SGOVX:
-0.82%
IEFA:
-2.35%
Returns By Period
In the year-to-date period, SGOVX achieves a 12.39% return, which is significantly higher than IEFA's 9.28% return. Over the past 10 years, SGOVX has underperformed IEFA with an annualized return of 2.95%, while IEFA has yielded a comparatively higher 5.30% annualized return.
SGOVX
12.39%
0.64%
3.67%
13.33%
7.34%
2.95%
IEFA
9.28%
-0.92%
5.08%
9.77%
11.53%
5.30%
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SGOVX vs. IEFA - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Risk-Adjusted Performance
SGOVX vs. IEFA — Risk-Adjusted Performance Rank
SGOVX
IEFA
SGOVX vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) and iShares Core MSCI EAFE ETF (IEFA). 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
SGOVX vs. IEFA - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 5.11%, more than IEFA's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 5.11% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
IEFA iShares Core MSCI EAFE ETF | 3.18% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% |
Drawdowns
SGOVX vs. IEFA - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for SGOVX and IEFA. For additional features, visit the drawdowns tool.
Volatility
SGOVX vs. IEFA - Volatility Comparison
The current volatility for First Eagle Overseas Fund (SGOVX) is 7.91%, while iShares Core MSCI EAFE ETF (IEFA) has a volatility of 11.87%. This indicates that SGOVX experiences smaller price fluctuations and is considered to be less risky than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.