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IVV vs EFA

iShares Core S&P 500 ETF vs iShares MSCI EAFE ETF

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

EFA

iShares MSCI EAFE ETF

iShares

Annual cost

0.32%

Fund size

$75.6B

Key differences

  • IVV costs 0.29% less per year.
  • IVV is significantly larger than EFA — larger funds tend to be more liquid and less likely to close.
  • IVV covers north america markets; EFA covers global ex us.
  • Over the last 3 years, IVV has delivered higher annualized returns.

Side-by-side comparison

IVVEFA
Annual cost (TER)0.03%0.32%
Fund size (AUM)$797.5B$75.6B
Since20002001
Dividend yield1.12%3.17%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+22.4%
CAGR 3Y+23.2%+16.0%
CAGR 5Y+14.0%+8.9%
Sharpe 3Y1.250.82
Volatility 1Y11.96%15.12%
Max drawdown-33.90%-34.19%

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

Similar to IVV and EFA