Screener
HEFA vs EFO
iShares Currency Hedged MSCI EAFE ETF vs ProShares Ultra MSCI EAFE
Key differences
Both HEFA and EFO are equity ETFs. HEFA charges 0.35% a year and EFO 0.95%. The main difference: HEFA follows a index tracking strategy; EFO uses leveraged.
- HEFA follows a index tracking strategy; EFO uses leveraged.
- HEFA costs 0.60% less per year.
- HEFA is much larger than EFO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFO has delivered higher annualized returns.
- EFO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEFA | EFO | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.95% |
| Fund size (AUM) | $7.1B | $30M |
| Since | 2014 | 2009 |
| Dividend yield | 3.05% | 1.51% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +26.8% | +34.9% |
| CAGR 3Y | +18.9% | +24.7% |
| CAGR 5Y | +13.7% | +7.4% |
| Sharpe 3Y | 1.10 | 0.76 |
| Volatility 1Y | 13.08% | 31.80% |
| Max drawdown | -32.39% | -63.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.