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HEFA vs IEFA

iShares Currency Hedged MSCI EAFE ETF vs iShares Core MSCI EAFE ETF

HEFA

iShares Currency Hedged MSCI EAFE ETF

iShares

Annual cost

0.35%

Fund size

$7.0B

IEFA

iShares Core MSCI EAFE ETF

iShares

Annual cost

0.07%

Fund size

$180.7B

Key differences

  • IEFA costs 0.28% less per year.
  • IEFA 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.

Side-by-side comparison

HEFAIEFA
Annual cost (TER)0.35%0.07%
Fund size (AUM)$7.0B$180.7B
Since20142012
Dividend yield3.15%3.32%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+23.4%
CAGR 3Y+18.2%+16.3%
CAGR 5Y+14.0%+8.7%
Sharpe 3Y1.060.84
Volatility 1Y12.74%15.03%
Max drawdown-32.39%-34.79%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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