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19 important points you should know about iShares EFA before you buy it

Discussion in 'Investing' started by HumbleInvestor, Nov 19, 2018.

  1. HumbleInvestor

    HumbleInvestor New Member

    Joined:
    Apr 16, 2018
    Messages:
    19
    Likes Received:
    3
    In this iShares MSCI EAFE ETF review, it’ll address key questions our readers have been asking about this ETF, beyond what you can normally find on Yahoo Finance and ETF.com.

    iShares MSCI EAFE ETF is a top U.S. - Large Cap Growth fund by assets and is very popular among individual and professional investors. We’ll cover some of the basic and advanced points you should know about EFA, such as:

    1. EFA ETF profile (i.e., what does it track?)
    2. EFA underlying index
    3. EFA number of holdings
    4. EFA historical performance
    5. EFA dividend yield
    6. EFA expense ratio
    7. Implications on investing in EFA on taxable accounts
    8. EFA beta (risk level)
    9. EFA Sharpe ratio
    10. EFA vs SPY
    11. EFA vs EEM
    12. EFA vs VWO
    13. EFA vs IEFA
    14. EFA vs QQQ
    15. EFA vs VEU
    16. EFA vs IVV
    17. EFA vs VEA
    18. EFA vs CFA
    19. EFA vs VOO
     
    Onepoint272 likes this.
  2. ElectricSavant

    ElectricSavant Active Member

    Joined:
    Mar 31, 2019
    Messages:
    158
    Likes Received:
    27
    My tools indicate that EFA is a weak hold just now. This does not mean anything other than currently there are other holdings that rank higher. Buy & Hold does not beat the S&P 500. One must seek after momentum at the right time.

    Sector Mutual Fund
    Market Cap 0
    Size N/A
    Risk Profile Moderate
    Annual Revenue 0
    P/E 0.00
    Price/Sales 0.00
    Price/Book 0.00
    Beta 0.9600
    Avg Volume 26,090,000

    Last Closing Price $63.43
    Next Yr EPS Est N/A
    Forward PE Ratio 0.00
    Est 5Yr Annual Gr 10.00%
    PEG Ratio 0.00
    5Year Target Price N/A
    Dividend Yield 4.27%
    5Yr Tot Ret Pot N/A

    Performance of efa vs S&P 500
    1 Mo Total Return -1.4% 1.4%
    3 Mo Total Return 8.7% 0.2%
    12 Mo Total Return -6.2% 1.7%
    Momentum Grade C+ C
    3 Yr Avg Tot Ret 6.5% 9.5%
    5 Yr Avg Tot Ret 1.7% 7.4%
    10 Yr Avg Tot Ret 8.6% 11.3%
    Performance Grade C- C
    2008 Total Return -42.6% -38.5%
    Safety Grade C
    2019 YTD Return 7.9% 9.8%
    2018 Total Return -13.8% -6.24%
    2017 Total Return 25.1% 19.4%
    2016 Total Return 1.4% 9.5%
    2015 Total Return -1.0% -0.7%
    2014 Total Return -6.2% 11.4%
    2013 Total Return 21.5% 22.8%
    2012 Total Return 18.8% 11.8%
     

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