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EFViShares MSCI EAFE Value ETF

Grow my money#125 of 2944 for Grow my money

Seeks to track the investment results of an index composed of developed market equities, excluding the U.S. and Canada, that exhibit value characteristics.

iShares · Since 2005 (20 years)

Annual Cost

0.31%

#1342 out of 5,332 ETFs

Fund Size

$28.6B

#98 out of 5,332 ETFs

Dividend Yield

4.01%

Track Record

20 years

#251 out of 5,332 ETFs

Performance

1 Year

+32.6%

3 Years

+21.3%

5 Years

+12.9%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
value

Asset allocation

Stocks
98.6%
Cash
1.2%
Other
0.2%

Sector breakdown

Financial Services
36.2%
Industrials
10.9%
Consumer Defensive
8.4%
Energy
8.1%
Healthcare
7.8%
Basic Materials
7.0%
Utilities
6.5%
Consumer Cyclical
5.2%
Other
10.0%

Top holdings

HSBC Holdings PLCHSBA.L2.6%
Roche Holding AG Ordinary Shares newROP.SW2.5%
Shell PLCSHEL.L2.5%
Nestle SANESN.SW2.3%
Toyota Motor Corp7203.T1.7%
TotalEnergies SETTE.PA1.7%
Mitsubishi UFJ Financial Group Inc8306.T1.7%
BHP Group LtdBHP.AX1.6%
Banco Santander SASAN.MC1.5%
Allianz SEALV.DE1.5%

Risk profile

Volatility (1Y)

13.8%

Moderate

Max drawdown

-43.2%

Worst peak-to-trough loss

Sharpe (3Y)

1.17

Excellent risk-adjusted returns

Sortino (3Y)

1.70

Good downside protection

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Data updated on 2026-05-05