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QWLD vs IEFA

State Street SPDR MSCI World StrategicFactors ETF vs iShares Core MSCI EAFE ETF

QWLD

State Street SPDR MSCI World StrategicFactors ETF

State Street Investment Management

Annual cost

0.30%

Fund size

$188M

IEFA

iShares Core MSCI EAFE ETF

iShares

Annual cost

0.07%

Fund size

$180.7B

Key differences

  • IEFA costs 0.23% less per year.
  • IEFA is significantly larger than QWLD — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

QWLDIEFA
Annual cost (TER)0.30%0.07%
Fund size (AUM)$188M$180.7B
Since20142012
Dividend yield1.76%3.32%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+18.8%+23.4%
CAGR 3Y+16.9%+16.3%
CAGR 5Y+10.5%+8.7%
Sharpe 3Y1.110.84
Volatility 1Y9.81%15.03%
Max drawdown-31.89%-34.79%

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

Similar to QWLD and IEFA