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SMIN vs EFA

iShares MSCI India Small-Cap ETF vs iShares MSCI EAFE ETF

SMIN

iShares MSCI India Small-Cap ETF

Annual cost

0.74%

Fund size

$639M

EFA

iShares MSCI EAFE ETF

Annual cost

0.32%

Fund size

$77.4B

Key differences

Both SMIN and EFA are equity ETFs. SMIN charges 0.74% a year and EFA 0.32%. The main difference: SMIN covers emerging markets; EFA covers global markets excluding the US.

  • SMIN covers emerging markets; EFA covers global markets excluding the US.
  • EFA costs 0.42% less per year.
  • EFA is much larger than SMIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EFA has delivered higher annualized returns.
  • EFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMINEFA
Annual cost (TER)0.74%0.32%
Fund size (AUM)$639M$77.4B
Since20122001
Dividend yield0.00%3.10%
Asset classequityequity
Regionemerging marketsglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y-9.3%+18.4%
CAGR 3Y+10.0%+16.8%
CAGR 5Y+6.9%+8.1%
Sharpe 3Y0.410.86
Volatility 1Y18.59%15.27%
Max drawdown-60.50%-34.19%

Similar to SMIN and EFA