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EFA vs URTH

iShares MSCI EAFE ETF vs iShares MSCI World ETF

EFA

iShares MSCI EAFE ETF

iShares

Annual cost

0.32%

Fund size

$75.6B

URTH

iShares MSCI World ETF

iShares

Annual cost

0.24%

Fund size

$9.2B

Key differences

  • URTH costs 0.08% less per year.
  • EFA is significantly larger than URTH — larger funds tend to be more liquid and less likely to close.
  • EFA covers global ex us markets; URTH covers global.
  • Over the last 3 years, URTH has delivered higher annualized returns.
  • EFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFAURTH
Annual cost (TER)0.32%0.24%
Fund size (AUM)$75.6B$9.2B
Since20012012
Dividend yield3.17%1.40%
Asset classequityequity
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+27.3%
CAGR 3Y+16.0%+21.2%
CAGR 5Y+8.9%+12.1%
Sharpe 3Y0.821.17
Volatility 1Y15.12%12.16%
Max drawdown-34.19%-34.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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