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Data as of Oct 28, 2026.

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Across categories

EFA vs IWD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, EFA returned +12.1% to IWD's +27.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $76.8bn for iShares MSCI EAFE ETF and $83.0bn for iShares Russell 1000 Value ETF.

EFA on its own →IWD on its own →
At a glance
+12.1%
EFA total return, 1 year
+27.5%
IWD total return, 1 year
0.32%
EFA expense ratio
0.18%
IWD expense ratio

Pair scorecard

IWD costs 0.14 points a year less; their one-year returns differ by 15.4 points; IWD is 1.1 times larger.

EFA vs IWD: Differences, Returns & Fees
MeasureEFAIWD
Return
Total return, 1 year+12.1%+27.5%
Drawdown
Below its high4.7%, high on Aug 25, 2026
Benchmark
What it tracksMSCI EAFE IndexRussell 1000 Value Index
Cost and size
Expense ratio0.32%0.18%
Net assets, as of Oct 27, 2026$76.8bn$83.0bn
Holdings
Holdings in common1%
Top ten holdings, share of the fund14.3%29.6%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

1%

By the books each fund has filed, EFA and IWD hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

1% in common

Positions both hold · largest shared weight first EFA IWD
ROCHE PS PAR AG 1.58% 0.11%
ARISTOCRAT LEISURE 0.11% 0.17%
PRUDENTIAL PLC 0.14% 0.11%
MERCK 0.10% 0.93%
HELVETIA BALOISE HOLDING N AG 0.09% 0.08%
VINCI SA 0.27% 0.07%
DEUTSCHE TELEKOM N AG 0.45% 0.07%
ADMIRAL GROUP PLC 0.06% 0.10%
EQT 0.06% 0.09%
ESSILORLUXOTTICA SA 0.28% 0.06%
APA GROUP UNITS 0.05% 0.05%
TESCO PLC 0.21% 0.04%
Only in one fund ↓
Only in EFA
ASML HOLDING 2.98%
SHELL 1.42%
HSBC HOLDINGS PLC 1.38%
NOVARTIS AG 1.33%
ASTRAZENECA PLC 1.21%
NESTLE SA 1.21%
SAP 1.13%
MITSUBISHI UFJ FINANCIAL GROUP 1.07%
Only in IWD
APPLE 6.08%
AMAZON.COM INC 5.95%
MICROSOFT 5.21%
BERKSHIRE HATHAWAY INC CLASS B 2.67%
JPMORGAN CHASE & CO 2.37%
EXXONMOBIL HOLDINGS CORP 1.96%
JOHNSON & JOHNSON 1.71%
WALMART 1.26%
Check overlap with more funds →

Side by side

EFA iShares MSCI EAFE ETF IWD iShares Russell 1000 Value ETF
Where it sits Stock ETF Stock ETF
Issuer iShares iShares
What it is Tracks an index of Developed markets ex US Tracks the Russell 1000 value
Total return, 1 year +12.1% +27.5%
Its benchmark over the same days +14.3% (ACWX) +27.7% (VONV)
Gap to its benchmark −2.2 pts vs ACWX −0.2 pts vs VONV
Expense ratio 0.32% 0.18%
Already in the S&P 500 0.0% 90.0%
Holdings 665 871
Net assets, as of Oct 27, 2026 $76.8bn $83.0bn

EFA and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
EFA

EFA tracks an index of Developed markets ex US. Over the year to Oct 28, 2026 it returned +12.1% with distributions reinvested, against +14.3% for its benchmark, the MSCI ACWI ex USA Index. The prospectus expense ratio is 0.32% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 665 positions, with the top ten at 14.3%. It sat 4.7% below its high of Aug 25, 2026 on Oct 28, 2026.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, EFA or IWD?
In the year to Oct 28, 2026, with distributions reinvested, EFA returned +12.1% and IWD +27.5%.
Which is cheaper, EFA or IWD?
IWD is cheaper, by 0.14 percentage points a year. That is about $14 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFA and IWD overlap with the S&P 500?
By their latest filed holdings, 0% of EFA and 90% of IWD by weight is stocks the S&P 500 already holds.
Other comparisons
EFA vs VYMEFA vs SCHDEFA vs VTVEFA vs FNDXIWD vs VXUSIEFA vs IWDIWD vs VEAIWD vs SCHF
Where to next
EFA on its own →IWD on its own →Hold both: look the portfolio through →Rankings →EFA dividend history →EFA holdings →IWD dividend history →IWD holdings →Standards and sources →
Sources and dates
EFA and IWD filings on SEC EDGAR ↗
EFA prospectus with the expense ratio (SEC) ↗
iShares page for EFA ↗
IWD prospectus with the expense ratio (SEC) ↗
iShares page for IWD ↗

Links are sources, not endorsements. 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.

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ETFIQ, EFA against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/efa-vs-iwd

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