Skip to content

EFAViShares MSCI EAFE Min Vol Factor ETF

Grow my money14y track recordRanked #178 of 3,055 in this goal

Tracks the investment results of the MSCI EAFE Minimum Volatility (USD) Index.

By iShares · Launched 2011

Annual Cost

0.20%

#967 of 6,040 · low cost

Fund Size

$5.5B

#440 of 6,040 · large

Return (1Y)

+13.1%

Track Record

14 years

#928 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,497+15.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Low volatility

Index tracked

MSCI EAFE Minimum Volatility (USD) Index

Holdings

By weight

Concentration

Top 10 holdings = 15.1% of funddiversified

ENI S.P.A.
1.7%
TOTALENERGIES SE
1.7%
EQUINOR ASA
1.6%
SHELL PLC
1.6%
Iberdrola, S.A.
1.5%
DBS GROUP HOLDINGS LTD
1.5%
ORANGE SA
1.4%
Swisscom AG
1.4%
Takeda Pharmaceutical Company Limited
1.4%
Novartis AG
1.4%

Asset allocation

Stocks
99.1%
Cash
0.9%

By sector

Financial Services
20.4%
Industrials
15.3%
Consumer Defensive
12.0%
Healthcare
10.8%
Communication
9.4%
Utilities
8.7%
Energy
8.6%
Consumer Cyclical
5.3%
Other
9.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.6%Moderate

Year-on-year price swings

Max drawdown
-27.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.03Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the MSCI EAFE Minimum Volatility (USD) Index.
Strategy
Invests primarily in developed market equities with lower volatility characteristics relative to the broader developed equity markets, excluding the U.S. and Canada. Uses a representative sampling indexing strategy to manage the Fund, focusing on large- and mid-capitalization companies, particularly in the consumer goods and services and financials sectors.
Inception date
October 18, 2011
Fund family
iShares

Next steps

Save EFAV to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18