Screener
IVLU vs EFV
iShares Edge MSCI Intl Value Factor ETF vs iShares MSCI EAFE Value ETF
Key differences
- EFV is significantly larger than IVLU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVLU has delivered higher annualized returns.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVLU | EFV | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.31% |
| Fund size (AUM) | $4.0B | $30.0B |
| Since | 2015 | 2005 |
| Dividend yield | 3.39% | 3.83% |
| Asset class | equity | equity |
| Region | global | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.2% | +29.9% |
| CAGR 3Y | +24.2% | +21.9% |
| CAGR 5Y | +14.5% | +12.7% |
| Sharpe 3Y | 1.26 | 1.19 |
| Volatility 1Y | 15.11% | 14.25% |
| Max drawdown | -41.86% | -43.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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