iShares MSCI EAFE ETF (EFA)
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Could This Be the Key to Foreign Equities Performance in 2026?
Etftrends· 2026-01-30 21:54
Investors are clamoring for foreign equities investments. Foreign equities ETFs performed very well in 2025, and many market outlooks see potential for strong repeat performance in 2026. It may not be straightforward, however, especially for simple, passive, market cap-weighted foreign equities ETFs. By adding one particular wrinkle, certain foreign equities ETFs may be able to provide that stellar foreign equities performance investors are looking for. See more: 3 Stocks Driving Emerging Markets ETF AVXC's ...
Is WisdomTree International High Dividend ETF (DTH) a Strong ETF Right Now?
ZACKS· 2026-01-05 12:20
Core Insights - The WisdomTree International High Dividend ETF (DTH) is designed to provide broad exposure to the Broad Developed World ETFs category and was launched on June 16, 2006 [1] Fund Overview - DTH is managed by WisdomTree and has accumulated over $527.29 million in assets, categorizing it as an average-sized ETF in its segment [5] - The fund aims to match the performance of the WisdomTree International High Dividend Index, which is fundamentally weighted and focuses on companies with high dividend yields [6] Cost and Performance - DTH has an annual operating expense ratio of 0.58% and a 12-month trailing dividend yield of 3.78% [7] - Year-to-date, DTH has increased by approximately 0.64% and has risen about 43.42% over the last 12 months, with trading prices ranging from $37.33 to $51.94 in the past 52 weeks [9] Risk and Diversification - The fund has a beta of 0.58 and a standard deviation of 13.50% over the trailing three-year period, indicating it is a medium-risk investment [10] - DTH holds about 584 stocks, effectively diversifying company-specific risk [10] Alternatives - Other ETFs in the same space include iShares MSCI EAFE ETF (EFA) and iShares Core MSCI EAFE ETF (IEFA), which have significantly larger assets of $71.19 billion and $164.4 billion respectively, with lower expense ratios of 0.32% and 0.07% [12]
Is SPDR MSCI EAFE StrategicFactors ETF (QEFA) a Strong ETF Right Now?
ZACKS· 2025-07-30 11:21
Core Insights - The SPDR MSCI EAFE StrategicFactors ETF (QEFA) is a smart beta ETF launched on June 4, 2014, designed to provide broad exposure to the Broad Developed World ETFs category [1] - The fund is managed by State Street Global Advisors and has accumulated over $918.29 million in assets, making it an average-sized ETF in its category [5] - The ETF aims to match the performance of the MSCI EAFE Factor Mix A-Series Index, which includes large and mid-cap stocks from 22 developed markets focusing on value, low volatility, and quality factors [6] Fund Characteristics - The expense ratio for QEFA is 0.30%, positioning it as one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 2.99% [7] - The ETF has a beta of 0.74 and a standard deviation of 14.62% over the trailing three-year period, indicating a medium risk profile [10] Performance Metrics - As of July 30, 2025, QEFA has returned approximately 18.94% and increased by about 14.77% year-to-date [9] - The ETF has traded between $71.47 and $86.96 over the past 52 weeks [9] Holdings and Sector Exposure - The top holdings include Novartis Ag Reg (1.96% of total assets), ASML Holding Nv, and Nestle Sa Reg, with the top 10 holdings accounting for approximately 14.92% of total assets [8] Alternatives - Other ETFs in the same space include iShares MSCI EAFE ETF (EFA) with $64.24 billion in assets and iShares Core MSCI EAFE ETF (IEFA) with $143.92 billion, offering different expense ratios and risk profiles [12]
Is WisdomTree International Equity ETF (DWM) a Strong ETF Right Now?
ZACKS· 2025-07-24 11:21
Core Insights - The WisdomTree International Equity ETF (DWM) debuted on June 16, 2006, providing broad exposure to the Broad Developed World ETFs category [1] - DWM is managed by WisdomTree and has accumulated over $590.78 million in assets, positioning it as an average-sized ETF in its category [5] - The ETF aims to match the performance of the WisdomTree International Equity Index, which focuses on dividend-paying companies in developed markets, excluding Canada and the U.S. [5] Fund Characteristics - DWM has an annual operating expense ratio of 0.48%, which is competitive within its peer group [6] - The ETF's 12-month trailing dividend yield stands at 3.07% [6] - The fund's holdings are primarily in U.S. Dollars (89.79%), with significant allocations to Japanese Yen and HSBC Holdings Plc [7] Performance Metrics - DWM has experienced a growth of approximately 26.51% year-to-date and 22.01% over the past year as of July 24, 2025 [9] - The ETF has traded within a range of $52.06 to $65.34 over the last 52 weeks [9] - With a beta of 0.70 and a standard deviation of 15.08% over the trailing three years, DWM is considered a low-risk investment option [10] Alternatives - Other ETFs in the same space include iShares MSCI EAFE ETF (EFA) and iShares Core MSCI EAFE ETF (IEFA), which have significantly larger asset bases of $65.96 billion and $147.37 billion, respectively [12] - EFA has an expense ratio of 0.32%, while IEFA has a notably lower expense ratio of 0.07% [12]
EFA: A Flawed Hedge With Diminishing Long-Term Appeal
Seeking Alpha· 2025-07-17 10:19
Core Insights - The iShares MSCI EAFE ETF (EFA) has an AUM exceeding $63 billion but has not shown impressive recent performance or hedging advantages [1] Group 1: ETF Overview - EFA is one of the most popular international ETFs, tracking the MSCI EAFE index [1] - The ETF's performance has been described as bland, indicating a lack of significant growth or volatility [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management [1] - The analyst has a background as a former Vice President at Barclays, focusing on model validation, stress testing, and regulatory finance [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends and corporate earnings [1]