Screener
FENI vs EFA
Fidelity Enhanced International ETF vs iShares MSCI EAFE ETF
Key differences
Both FENI and EFA are equity ETFs. FENI charges 0.28% a year and EFA 0.32%. The main difference: FENI follows a active selection strategy; EFA uses index tracking.
- FENI follows a active selection strategy; EFA uses index tracking.
- EFA is much larger than FENI. Larger funds are usually more liquid and less likely to close.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FENI | EFA | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.32% |
| Fund size (AUM) | $9.8B | $77.4B |
| Since | 2007 | 2001 |
| Dividend yield | 2.85% | 3.10% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +21.3% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +8.4% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 16.16% | 15.64% |
| Max drawdown | -14.20% | -34.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.