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LFEQ vs EFV
VanEck Long/Flat Trend ETF vs iShares MSCI EAFE Value ETF
Key differences
LFEQ is an alternative ETF, while EFV is an equity ETF. LFEQ charges 0.58% a year and EFV 0.31%.
- LFEQ is an alternative fund, while EFV is an equity fund. They carry different risk/return profiles.
- LFEQ follows a tactical allocation strategy; EFV uses index tracking.
- EFV costs 0.27% less per year.
- EFV is much larger than LFEQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFV has delivered higher annualized returns.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LFEQ | EFV | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.31% |
| Fund size (AUM) | $30M | $30.1B |
| Since | 2017 | 2005 |
| Dividend yield | 0.82% | 3.77% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +24.6% | +25.9% |
| CAGR 3Y | +18.4% | +22.7% |
| CAGR 5Y | +9.6% | +12.1% |
| Sharpe 3Y | 0.99 | 1.24 |
| Volatility 1Y | 12.24% | 14.33% |
| Max drawdown | -35.19% | -43.16% |
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