Screener
EFV vs IVLU
iShares MSCI EAFE Value ETF vs iShares Edge MSCI Intl Value Factor ETF
Key differences
- EFV is significantly larger than IVLU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVLU has delivered higher annualized returns.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFV | IVLU | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.31% |
| Fund size (AUM) | $30.0B | $4.0B |
| Since | 2005 | 2015 |
| Dividend yield | 3.83% | 3.39% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.9% | +36.2% |
| CAGR 3Y | +21.9% | +24.2% |
| CAGR 5Y | +12.7% | +14.5% |
| Sharpe 3Y | 1.19 | 1.26 |
| Volatility 1Y | 14.25% | 15.11% |
| Max drawdown | -43.16% | -41.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EFV and IVLU
Explore further