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HEFA vs EFA
iShares Currency Hedged MSCI EAFE ETF vs iShares MSCI EAFE ETF
Key differences
- EFA is significantly larger than HEFA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HEFA has delivered higher annualized returns.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEFA | EFA | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.32% |
| Fund size (AUM) | $7.0B | $75.6B |
| Since | 2014 | 2001 |
| Dividend yield | 3.15% | 3.17% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.5% | +22.4% |
| CAGR 3Y | +18.2% | +16.0% |
| CAGR 5Y | +14.0% | +8.9% |
| Sharpe 3Y | 1.06 | 0.82 |
| Volatility 1Y | 12.74% | 15.12% |
| Max drawdown | -32.39% | -34.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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