Screener
FNCL vs EFA
Fidelity MSCI Financials Index ETF vs iShares MSCI EAFE ETF
Key differences
Both FNCL and EFA are equity ETFs. FNCL charges 0.08% a year and EFA 0.32%. The main difference: FNCL covers North America; EFA covers global markets excluding the US.
- FNCL covers North America; EFA covers global markets excluding the US.
- FNCL costs 0.24% less per year.
- EFA is much larger than FNCL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FNCL has delivered higher annualized returns.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | EFA | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.32% |
| Fund size (AUM) | $2.2B | $77.4B |
| Since | 2013 | 2001 |
| Dividend yield | 1.67% | 3.10% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.6% | +21.3% |
| CAGR 3Y | +19.9% | +17.0% |
| CAGR 5Y | +9.0% | +8.4% |
| Sharpe 3Y | 0.95 | 0.87 |
| Volatility 1Y | 15.04% | 15.64% |
| Max drawdown | -44.38% | -34.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.