IEFA vs. SCHF ETF Comparison
Comparison of iShares Core MSCI EAFE ETF (IEFA) to Schwab International Equity ETF (SCHF)
IEFA
iShares Core MSCI EAFE ETF
IEFA Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE® Investable Market Index (the "underlying index"). The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index has been developed by MSCI Inc. ("MSCI") as an equity benchmark for its international stock performance. The underlying index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.
Grade (RS Rating)
Last Trade
$72.29
Average Daily Volume
7,358,318
14
SCHF
Schwab International Equity ETF
SCHF Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex-US Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that its index is so concentrated. The fund may invest up to 10% of its net assets in securities not included in its index.Grade (RS Rating)
Last Trade
$19.29
Average Daily Volume
5,296,254
36
Performance
Period | IEFA | SCHF |
---|---|---|
30 Days | -2.61% | -1.98% |
60 Days | -6.13% | -5.12% |
90 Days | -6.19% | -5.26% |
12 Months | 11.12% | 11.97% |
11 Overlapping Holdings
Symbol | Grade | Weight in IEFA | Weight in SCHF | Overlap | |
---|---|---|---|---|---|
AGCO | D | 0.03% | 0.03% | 0.03% | |
HMC | F | 0.21% | 0.21% | 0.21% | |
MBAVU | D | 0.02% | 0.02% | 0.02% | |
MFG | B | 0.31% | 0.3% | 0.3% | |
MNTX | C | 0.01% | 0.0% | 0.0% | |
MUFG | B | 0.69% | 0.65% | 0.65% | |
NMR | B | 0.09% | 0.08% | 0.08% | |
PIXY | F | 0.01% | 0.0% | 0.0% | |
SMFG | B | 0.46% | 0.42% | 0.42% | |
SONY | B | 0.61% | 0.55% | 0.55% | |
TM | D | 0.95% | 1.01% | 0.95% |
IEFA Underweight 25 Positions Relative to SCHF
Symbol | Grade | Weight | |
---|---|---|---|
NVS | D | -1.03% | |
HSBH | B | -0.84% | |
UL | D | -0.7% | |
SHOP | B | -0.63% | |
TD | F | -0.49% | |
ABBV | D | -0.43% | |
DEO | F | -0.33% | |
CNI | D | -0.3% | |
WCN | A | -0.24% | |
BCS | C | -0.24% | |
FLUT | A | -0.23% | |
LYG | F | -0.22% | |
E | F | -0.16% | |
GOLD | D | -0.15% | |
SW | A | -0.13% | |
STLA | F | -0.13% | |
KB | B | -0.11% | |
SHG | D | -0.09% | |
XRX | F | -0.08% | |
MT | B | -0.06% | |
LOGI | D | -0.06% | |
QGEN | D | -0.05% | |
AEI | D | -0.02% | |
KEP | B | -0.02% | |
LPL | F | -0.01% |
IEFA: Top Represented Industries & Keywords
SCHF: Top Represented Industries & Keywords