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

In the year to Oct 9, 2026, with distributions reinvested, EFA returned +13.8% and MFSI +11.3%.

Which is cheaper, EFA or MFSI?

EFA is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

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EFA vs MFSI: Differences, Returns & Fees

EFA and MFSI hold 17% of their weight in the same names, and EFA returned +13.8% over the year. Net assets: $76.5bn on Oct 9, 2026 for iShares MSCI EAFE ETF, and $1.1bn on May 31, 2026 for MFS Active International ETF.

EFA costs 0.27 points a year less; their one-year returns differ by 2.5 points.

	EFA	MFSI
Expense ratio	0.32%	0.59%
Net assets, EFA as of Oct 9, 2026 and MFSI as of May 31, 2026	$76.5bn	$1.1bn
Total return, 1 year	+13.8%	+11.3%
What it tracks	MSCI EAFE Index	No index, actively managed
Holdings in common	17%
Top ten holdings, share of the fund	14.2%	27.9%
Below its high	5.0%, high on Aug 25, 2026	3.4%, high on Aug 10, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 8, 2026.

+13.8%

EFA total return, 1 year

+11.3%

MFSI total return, 1 year

0.32%

EFA expense ratio

0.59%

MFSI expense ratio

What they hold in common

By the books each fund has filed, EFA and MFSI hold 17% 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 May 31, 2026 and Oct 8, 2026.

50%

half

17% in common

Positions both hold, largest shared weight first

Holding EFA MFSI

NOVARTIS AG 1.22% 1.80%

SAP 0.99% 1.25%

TOTALENERGIES 0.80% 1.69%

SCHNEIDER ELECTRIC 0.76% 1.99%

HITACHI 0.74% 1.99%

ROLLS-ROYCE HOLDINGS PLC 0.71% 1.78%

SUMITOMO MITSUI FINANCIAL GROUP 0.71% 1.26%

UBS GROUP AG 0.69% 1.20%

SONY GROUP 0.64% 1.01%

NESTLE SA 1.11% 0.60%

DBS GROUP HOLDINGS LTD 0.56% 1.01%

BANCO BILBAO VIZCAYA ARGENTARIA SA 0.68% 0.53%

Only in EFA

ASML HOLDING 3.35%

HSBC HOLDINGS PLC 1.47%

ROCHE PS PAR AG 1.40%

SHELL 1.36%

ASTRAZENECA PLC 1.12%

MITSUBISHI UFJ FINANCIAL GROUP 1.12%

BHP GROUP LTD 1.02%

SIEMENS N AG 1.01%

Only in MFSI

Taiwan Semiconductor Manufacturing Co Ltd 7.86%

Samsung Electronics Co Ltd 4.02%

Tencent Holdings Ltd 2.26%

Air Liquide SA 2.10%

Cie Financiere Richemont SA 1.90%

Toronto-Dominion Bank/The 1.74%

Eni SpA 1.60%

Intesa Sanpaolo SpA 1.59%

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On the same fields

EFA

iShares MSCI EAFE ETF

MFSI

MFS Active International ETF

Where it sits Stock ETF Stock ETF

Issuer iShares MFS

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

Total return, 1 year +13.8% +11.3%

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

Gap to the S&P 500 −3.5 pts −6.0 pts

Expense ratio 0.32% 0.59%

Already in the S&P 500 0.0% 0.0%

Holdings 659 93

Net assets, EFA as of Oct 9, 2026 and MFSI as of May 31, 2026 $76.5bn $1.1bn

EFA and MFSI 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.

MFSI in plain words

MFSI is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +11.3% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.59% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 93 positions, with the top ten at 27.9%. It sat 3.4% below its high of Aug 10, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, EFA or MFSI?: In the year to Oct 9, 2026, with distributions reinvested, EFA returned +13.8% and MFSI +11.3%.
Which is cheaper, EFA or MFSI?: EFA is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFA and MFSI overlap with the S&P 500?: By their latest filed holdings, 0% of EFA and 0% of MFSI by weight is stocks the S&P 500 already holds.

Other comparisons

EFA vs IQDF EFA vs IDEQ EFA vs TOUS EFA vs ILOW MFSI vs VEU MFSI vs SCHF IXUS vs MFSI MFSI vs SPDW

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

Where these figures came from

EFA filings on SEC EDGAR ↗EFA prospectus with the expense ratio (SEC) ↗iShares page for EFA ↗MFSI filings on SEC EDGAR ↗MFSI prospectus with the expense ratio (SEC) ↗MFS website ↗

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 MFSI, data as of Oct 9, 2026. https://etfiq.com/compare/any/efa-vs-mfsi

Open data

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