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EVX vs IEFA

VanEck Environmental Services ETF vs iShares Core MSCI EAFE ETF

EVX

VanEck Environmental Services ETF

Annual cost

0.55%

Fund size

$95M

IEFA

iShares Core MSCI EAFE ETF

Annual cost

0.07%

Fund size

$186.6B

Key differences

Both EVX and IEFA are equity ETFs. EVX charges 0.55% a year and IEFA 0.07%. The main difference: EVX covers North America; IEFA covers global markets excluding the US.

  • EVX covers North America; IEFA covers global markets excluding the US.
  • IEFA costs 0.48% less per year.
  • IEFA is much larger than EVX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IEFA has delivered higher annualized returns.
  • EVX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVXIEFA
Annual cost (TER)0.55%0.07%
Fund size (AUM)$95M$186.6B
Since20062012
Dividend yield0.18%3.24%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+19.1%
CAGR 3Y+11.9%+17.1%
CAGR 5Y+7.3%+7.9%
Sharpe 3Y0.580.88
Volatility 1Y13.58%15.18%
Max drawdown-41.01%-34.79%

Similar to EVX and IEFA