EFA vs SPXU

iShares MSCI EAFE ETF vs ProShares UltraPro Short S&P500

Quick take
  • EFA has the lower expense ratio at 0.32% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricEFASPXU
Expense ratio
Annual fee. Lower is better.
0.32%0.90%
Dividend yield
Trailing 12-month yield.
3.24%6.85%
AUM
Assets under management — bigger funds are typically more liquid.
$77.22B$427M
YTD return
9.33%-23.50%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.87-2.75
P/E ratio
18.85
Last price
$103.92$36.42
Inception
Issuer
iSharesProShares

EFA top holdings

Top holdings · EFA
ASML.ASASML Holding NV3.52%
HSBA.LHSBC Holdings PLC1.50%
ROP.SWRoche Holding AG Ordinary Shares new1.34%
NOVN.SWNovartis AG Registered Shares1.32%
AZN.LAstraZeneca PLC1.31%
NESN.SWNestle SA1.22%
SIE.DESiemens AG1.10%
SHEL.LShell PLC1.01%
8035.TTokyo Electron Ltd0.98%
8306.TMitsubishi UFJ Financial Group Inc0.97%
Sector breakdown · EFA
Real Estate1.7%
Consumer Cyclical7.4%
Basic Materials5.8%
Consumer Defensive6.7%
Technology12.8%
Communication Services4.4%
Financial Services24.8%
Utilities3.8%
Industrials18.9%
Energy3.3%
Healthcare10.4%

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF78.53%

About EFA

EFA (iShares MSCI EAFE ETF) is Developed-market equities outside US/Canada. Managed by iShares, the fund carries $77.2B in assets under management, an expense ratio of 0.32%, a dividend yield of 3.24%. Its largest holding is ASML Holding NV (ASML.AS), which represents 3.5% of the portfolio. Real Estate is the fund's largest sector exposure at 1.7%.

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $427M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.85%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 78.5% of the portfolio.