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EFAA vs HIGH

Invesco MSCI EAFE Income Advantage ETF vs Simplify Enhanced Income ETF

EFAA

Invesco MSCI EAFE Income Advantage ETF

Annual cost

0.39%

Fund size

$505M

HIGH

Simplify Enhanced Income ETF

Annual cost

0.50%

Fund size

$75M

Key differences

Both EFAA and HIGH are alternative ETFs. EFAA charges 0.39% a year and HIGH 0.50%. The main difference: EFAA follows a index tracking strategy; HIGH uses option income.

  • EFAA follows a index tracking strategy; HIGH uses option income.
  • EFAA covers global markets excluding the US; HIGH covers North America.
  • EFAA costs 0.11% less per year.
  • EFAA is much larger than HIGH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EFAAHIGH
Annual cost (TER)0.39%0.50%
Fund size (AUM)$505M$75M
Since20242022
Dividend yield8.11%7.33%
Asset classalternativealternative
Regionglobal ex usnorth america
Strategyindex trackingoption income
CAGR 1Y+18.6%-3.0%
CAGR 3YN/A+3.0%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.01
Volatility 1Y12.46%8.74%
Max drawdown-11.97%-9.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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