IEFA vs IWM

iShares Core MSCI EAFE ETF vs iShares Russell 2000 ETF

Quick take
  • IEFA has the lower expense ratio at 0.07% vs 0.19% for IWM.
  • IEFA pays a higher dividend yield (3.32%).

Side-by-side metrics

MetricIEFAIWM
Expense ratio
Annual fee. Lower is better.
0.07%0.19%
Dividend yield
Trailing 12-month yield.
3.32%0.91%
AUM
Assets under management — bigger funds are typically more liquid.
$180.74B$76.88B
YTD return
9.46%16.72%
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.
0.911.30
P/E ratio
18.1119.42
Last price
$96.28$282.26
Inception
Issuer
iSharesiShares

IEFA top holdings

Top holdings · IEFA
ASML.ASASML Holding NV2.17%
HSBA.LHSBC Holdings PLC1.24%
AZN.LAstraZeneca PLC1.15%
ROP.SWRoche Holding AG Ordinary Shares new1.13%
NOVN.SWNovartis AG Registered Shares1.09%
NESN.SWNestle SA1.04%
SHEL.LShell PLC1.01%
SIE.DESiemens AG0.88%
CBA.AXCommonwealth Bank of Australia0.83%
8306.TMitsubishi UFJ Financial Group Inc0.81%
Sector breakdown · IEFA
Real Estate3.1%
Consumer Cyclical8.2%
Basic Materials6.6%
Consumer Defensive6.4%
Technology10.2%
Communication Services4.5%
Financial Services23.0%
Utilities3.8%
Industrials20.5%
Energy4.0%
Healthcare9.8%

IWM top holdings

Top holdings · IWM
BEBloom Energy Corp Class A1.88%
CRDOCredo Technology Group Holding Ltd0.85%
FNFabrinet0.75%
CDECoeur Mining Inc0.56%
NXTNextpower Inc Class A0.53%
SATSEchoStar Corp Class A0.51%
TTMITTM Technologies Inc0.49%
IONQIonQ Inc Class A0.47%
STRLSterling Infrastructure Inc0.47%
AEISAdvanced Energy Industries Inc0.44%
Sector breakdown · IWM
Real Estate6.1%
Consumer Cyclical8.4%
Basic Materials4.8%
Consumer Defensive2.4%
Technology17.1%
Communication Services2.5%
Financial Services15.7%
Utilities2.9%
Industrials17.7%
Energy6.1%
Healthcare16.5%

About IEFA

IEFA (iShares Core MSCI EAFE ETF) is Developed-market equities ex-US/Canada. Managed by iShares, the fund carries $180.7B in assets under management, an expense ratio of 0.07%, a dividend yield of 3.32%. Its largest holding is ASML Holding NV (ASML.AS), which represents 2.2% of the portfolio. Real Estate is the fund's largest sector exposure at 3.1%.

About IWM

IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $76.9B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.91%. Its largest holding is Bloom Energy Corp Class A (BE), which represents 1.9% of the portfolio. Real Estate is the fund's largest sector exposure at 6.1%.