XEF-U.TO vs. IEFA
Compare and contrast key facts about iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) and iShares Core MSCI EAFE ETF (IEFA).
XEF-U.TO and IEFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XEF-U.TO is a passively managed fund by iShares that tracks the performance of the MSCI EAFE® Investable Market Index. It was launched on Oct 9, 2019. 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. Both XEF-U.TO and IEFA 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: XEF-U.TO or IEFA.
Correlation
The correlation between XEF-U.TO and IEFA is 0.41, 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
XEF-U.TO vs. IEFA - Performance Comparison
Key characteristics
XEF-U.TO:
1.15
IEFA:
0.86
XEF-U.TO:
1.81
IEFA:
1.26
XEF-U.TO:
1.21
IEFA:
1.15
XEF-U.TO:
1.27
IEFA:
1.09
XEF-U.TO:
4.09
IEFA:
2.55
XEF-U.TO:
4.66%
IEFA:
4.38%
XEF-U.TO:
15.25%
IEFA:
12.98%
XEF-U.TO:
-33.72%
IEFA:
-34.79%
XEF-U.TO:
-1.90%
IEFA:
-1.84%
Returns By Period
The year-to-date returns for both stocks are quite close, with XEF-U.TO having a 8.30% return and IEFA slightly lower at 8.28%.
XEF-U.TO
8.30%
4.60%
1.61%
10.69%
11.92%
N/A
IEFA
8.28%
4.53%
2.17%
10.67%
6.58%
5.62%
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XEF-U.TO vs. IEFA - Expense Ratio Comparison
XEF-U.TO has a 0.21% expense ratio, which is higher than IEFA's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XEF-U.TO vs. IEFA — Risk-Adjusted Performance Rank
XEF-U.TO
IEFA
XEF-U.TO vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) 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
XEF-U.TO vs. IEFA - Dividend Comparison
XEF-U.TO's dividend yield for the trailing twelve months is around 1.88%, less than IEFA's 3.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEF-U.TO iShares Core MSCI EAFE IMI Index ETF | 1.88% | 2.04% | 2.08% | 2.43% | 1.94% | 1.40% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEFA iShares Core MSCI EAFE ETF | 3.21% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% |
Drawdowns
XEF-U.TO vs. IEFA - Drawdown Comparison
The maximum XEF-U.TO drawdown since its inception was -33.72%, roughly equal to the maximum IEFA drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for XEF-U.TO and IEFA. For additional features, visit the drawdowns tool.
Volatility
XEF-U.TO vs. IEFA - Volatility Comparison
iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) has a higher volatility of 3.59% compared to iShares Core MSCI EAFE ETF (IEFA) at 3.40%. This indicates that XEF-U.TO's price experiences larger fluctuations and is considered to be riskier than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.