EFA vs. TWGGX
Compare and contrast key facts about iShares MSCI EAFE ETF (EFA) and American Century Focused Global Growth Fund (TWGGX).
EFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Aug 14, 2001. TWGGX is managed by American Century Investments. It was launched on Nov 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFA or TWGGX.
Correlation
The correlation between EFA and TWGGX 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.
Performance
EFA vs. TWGGX - Performance Comparison
Key characteristics
EFA:
0.87
TWGGX:
0.18
EFA:
1.27
TWGGX:
0.33
EFA:
1.15
TWGGX:
1.06
EFA:
1.11
TWGGX:
0.11
EFA:
2.59
TWGGX:
0.57
EFA:
4.34%
TWGGX:
6.15%
EFA:
12.93%
TWGGX:
19.65%
EFA:
-61.04%
TWGGX:
-63.37%
EFA:
-1.49%
TWGGX:
-26.74%
Returns By Period
In the year-to-date period, EFA achieves a 8.52% return, which is significantly higher than TWGGX's 7.88% return. Over the past 10 years, EFA has outperformed TWGGX with an annualized return of 5.41%, while TWGGX has yielded a comparatively lower -0.47% annualized return.
EFA
8.52%
4.75%
2.26%
10.70%
6.80%
5.41%
TWGGX
7.88%
2.68%
-6.73%
3.97%
-1.36%
-0.47%
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EFA vs. TWGGX - Expense Ratio Comparison
EFA has a 0.32% expense ratio, which is lower than TWGGX's 1.10% expense ratio.
Risk-Adjusted Performance
EFA vs. TWGGX — Risk-Adjusted Performance Rank
EFA
TWGGX
EFA vs. TWGGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE ETF (EFA) and American Century Focused Global Growth Fund (TWGGX). 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. TWGGX - Dividend Comparison
EFA's dividend yield for the trailing twelve months is around 2.99%, more than TWGGX's 0.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA iShares MSCI EAFE ETF | 2.99% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% | 3.72% |
TWGGX American Century Focused Global Growth Fund | 0.10% | 0.10% | 0.47% | 0.65% | 0.23% | 0.00% | 0.03% | 0.53% | 0.29% | 0.00% | 0.12% | 0.67% |
Drawdowns
EFA vs. TWGGX - Drawdown Comparison
The maximum EFA drawdown since its inception was -61.04%, roughly equal to the maximum TWGGX drawdown of -63.37%. Use the drawdown chart below to compare losses from any high point for EFA and TWGGX. For additional features, visit the drawdowns tool.
Volatility
EFA vs. TWGGX - Volatility Comparison
The current volatility for iShares MSCI EAFE ETF (EFA) is 3.40%, while American Century Focused Global Growth Fund (TWGGX) has a volatility of 4.04%. This indicates that EFA experiences smaller price fluctuations and is considered to be less risky than TWGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.