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FENI vs IEFA

Fidelity Enhanced International ETF vs iShares Core MSCI EAFE ETF

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

IEFA

iShares Core MSCI EAFE ETF

Annual cost

0.07%

Fund size

$186.6B

Key differences

Both FENI and IEFA are equity ETFs. FENI charges 0.28% a year and IEFA 0.07%. The main difference: FENI follows a active selection strategy; IEFA uses index tracking.

  • FENI follows a active selection strategy; IEFA uses index tracking.
  • IEFA costs 0.21% less per year.
  • IEFA is much larger than FENI. Larger funds are usually more liquid and less likely to close.
  • FENI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FENIIEFA
Annual cost (TER)0.28%0.07%
Fund size (AUM)$9.8B$186.6B
Since20072012
Dividend yield2.85%3.24%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+26.1%+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.89
Volatility 1Y16.16%15.54%
Max drawdown-14.20%-34.79%

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

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