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IEFA vs HEFA

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

IEFA

iShares Core MSCI EAFE ETF

iShares

Annual cost

0.07%

Fund size

$180.7B

HEFA

iShares Currency Hedged MSCI EAFE ETF

iShares

Annual cost

0.35%

Fund size

$7.0B

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

IEFAHEFA
Annual cost (TER)0.07%0.35%
Fund size (AUM)$180.7B$7.0B
Since20122014
Dividend yield3.32%3.15%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+26.5%
CAGR 3Y+16.3%+18.2%
CAGR 5Y+8.7%+14.0%
Sharpe 3Y0.841.06
Volatility 1Y15.03%12.74%
Max drawdown-34.79%-32.39%

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

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