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EVLU vs IEFA

iShares MSCI Emerging Markets Value Factor ETF vs iShares Core MSCI EAFE ETF

EVLU

iShares MSCI Emerging Markets Value Factor ETF

iShares

Annual cost

0.35%

Fund size

$13M

IEFA

iShares Core MSCI EAFE ETF

iShares

Annual cost

0.07%

Fund size

$180.7B

Key differences

  • IEFA costs 0.28% less per year.
  • IEFA is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
  • IEFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVLUIEFA
Annual cost (TER)0.35%0.07%
Fund size (AUM)$13M$180.7B
Since20242012
Dividend yield4.54%3.32%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+59.9%+23.4%
CAGR 3YN/A+16.3%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.84
Volatility 1Y18.33%15.03%
Max drawdown-17.17%-34.79%

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

Similar to EVLU and IEFA