Screener
FNCL vs IEFA
Fidelity MSCI Financials Index ETF vs iShares Core MSCI EAFE ETF
Key differences
Both FNCL and IEFA are equity ETFs. FNCL charges 0.08% a year and IEFA 0.07%. The main difference: FNCL covers North America; IEFA covers global markets excluding the US.
- FNCL covers North America; IEFA covers global markets excluding the US.
- IEFA 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.
Side-by-side comparison
| FNCL | IEFA | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.07% |
| Fund size (AUM) | $2.2B | $186.6B |
| Since | 2013 | 2012 |
| Dividend yield | 1.67% | 3.24% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.6% | +21.8% |
| CAGR 3Y | +19.9% | +17.2% |
| CAGR 5Y | +9.0% | +8.1% |
| Sharpe 3Y | 0.95 | 0.89 |
| Volatility 1Y | 15.04% | 15.54% |
| Max drawdown | -44.38% | -34.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.