Which returned more over the last year, EFA or IMTM?

In the year to Oct 9, 2026, with distributions reinvested, EFA returned +13.8% and IMTM +15.3%.

Which is cheaper, EFA or IMTM?

IMTM is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do EFA and IMTM overlap with the S&P 500?

By their latest filed holdings, 0% of EFA and 0% of IMTM by weight is stocks the S&P 500 already holds.

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EFA vs IMTM: Differences, Returns & Fees

EFA and IMTM hold 52% of their weight in the same names, and IMTM returned +15.3% over the year. Net assets on Oct 9, 2026: $76.5bn for iShares MSCI EAFE ETF and $4.2bn for iShares MSCI Intl Momentum Factor ETF.

IMTM costs 0.02 points a year less; their one-year returns differ by 1.5 points; EFA is 18.1 times larger.

	EFA	IMTM
Expense ratio	0.32%	0.30%
Net assets	$76.5bn	$4.2bn
Total return, 1 year	+13.8%	+15.3%
What it tracks	MSCI EAFE Index	not read by ETFIQ
Holdings in common	52%
Top ten holdings, share of the fund	14.2%	24.4%
Below its high	5.0%, high on Aug 25, 2026	4.3%, high on Aug 17, 2026

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+13.8%

EFA total return, 1 year

+15.3%

IMTM total return, 1 year

0.32%

EFA expense ratio

0.30%

IMTM expense ratio

What they hold in common

By the books each fund has filed, EFA and IMTM hold 52% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

50%

half

52% in common

Positions both hold, largest shared weight first

Holding EFA IMTM

ASML HOLDING 3.35% 5.21%

HSBC HOLDINGS PLC 1.47% 2.80%

ROCHE PS PAR AG 1.40% 1.73%

SHELL 1.36% 1.91%

NOVARTIS AG 1.22% 1.83%

MITSUBISHI UFJ FINANCIAL GROUP 1.12% 1.68%

BHP GROUP LTD 1.02% 1.51%

BANCO SANTANDER 0.90% 1.51%

ADVANTEST 0.89% 1.86%

ALLIANZ 0.83% 1.10%

TOKYO ELECTRON 0.81% 1.37%

TOTALENERGIES 0.80% 1.67%

Only in EFA

ASTRAZENECA PLC 1.12%

NESTLE SA 1.11%

SIEMENS N AG 1.01%

TOYOTA MOTOR 0.82%

COMMONWEALTH BANK OF AUSTRALIA 0.81%

HITACHI 0.74%

ROLLS-ROYCE HOLDINGS PLC 0.71%

SOFTBANK GROUP CORP 0.67%

Only in IMTM

ROYAL BANK OF CANADA 3.16%

TORONTO DOMINION 2.25%

CANADIAN IMPERIAL BANK OF COMMERCE 1.23%

BANK OF MONTREAL 1.11%

BANK OF NOVA SCOTIA 1.06%

CANADIAN NATURAL RESOURCES LTD 0.89%

NATIONAL BANK OF CANADA 0.68%

ENBRIDGE 0.66%

Check overlap with more funds →

On the same fields

EFA

iShares MSCI EAFE ETF

IMTM

iShares MSCI Intl Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of Developed markets ex US Tracks an index

Total return, 1 year +13.8% +15.3%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −3.5 pts −2.0 pts

Expense ratio 0.32% 0.30%

Already in the S&P 500 0.0% 0.0%

Holdings 659 301

Net assets $76.5bn $4.2bn

EFA and IMTM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

EFA in plain words

EFA tracks an index of Developed markets ex US. Over the year to Oct 9, 2026 it returned +13.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.32% a year. By its holdings published by its issuer for Oct 8, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 659 positions, with the top ten at 14.2%. It sat 5.0% below its high of Aug 25, 2026 on Oct 9, 2026.

IMTM in plain words

IMTM tracks an index. Over the year to Oct 9, 2026 it returned +15.3% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.30% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 301 positions, with the top ten at 24.4%. It sat 4.3% below its high of Aug 17, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, EFA or IMTM?: In the year to Oct 9, 2026, with distributions reinvested, EFA returned +13.8% and IMTM +15.3%.
Which is cheaper, EFA or IMTM?: IMTM is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFA and IMTM overlap with the S&P 500?: By their latest filed holdings, 0% of EFA and 0% of IMTM by weight is stocks the S&P 500 already holds.

Other comparisons

EFA vs IDMO EFA vs INTF BBIN vs EFA EFA vs VSGX IMTM vs VEU IMTM vs SCHF IEFA vs IMTM IMTM vs VEA

EFA on its own →IMTM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

EFA and IMTM filings on SEC EDGAR ↗EFA and IMTM prospectus with the expense ratio (SEC) ↗iShares page for EFA ↗iShares page for IMTM ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, EFA against IMTM, data as of Oct 9, 2026. https://etfiq.com/compare/any/efa-vs-imtm

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.