Which returned more over the last year, EFAV or JIRE?

In the year to Oct 9, 2026, with distributions reinvested, EFAV returned +12.3% and JIRE +13.8%.

Which is cheaper, EFAV or JIRE?

EFAV is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do EFAV and JIRE overlap with the S&P 500?

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

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EFAV vs JIRE: Differences, Returns & Fees

EFAV and JIRE hold 31% of their weight in the same names, and JIRE returned +13.8% over the year. Net assets on Oct 9, 2026: $5.3bn for iShares MSCI EAFE Min Vol Factor ETF and $10.9bn for JPMorgan International Research Enhanced Equity ETF.

EFAV costs 0.04 points a year less; their one-year returns differ by 1.5 points; JIRE is 2.1 times larger.

	EFAV	JIRE
Expense ratio	0.20%	0.24%
Net assets	$5.3bn	$10.9bn
Total return, 1 year	+12.3%	+13.8%
What it tracks	not read by ETFIQ	No index, actively managed
Holdings in common	31%
Top ten holdings, share of the fund	14.8%	16.6%
Below its high	3.7%, high on Sep 3, 2026	4.8%, high on Aug 13, 2026

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

+12.3%

EFAV total return, 1 year

+13.8%

JIRE total return, 1 year

0.20%

EFAV expense ratio

0.24%

JIRE expense ratio

What they hold in common

By the books each fund has filed, EFAV and JIRE hold 31% 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

31% in common

Positions both hold, largest shared weight first

Holding EFAV JIRE

SHELL 1.66% 1.39%

NOVARTIS AG 1.31% 1.16%

IBERDROLA 1.56% 1.13%

TOTALENERGIES 1.40% 1.03%

NESTLE SA 0.96% 1.26%

DBS GROUP HOLDINGS LTD 1.49% 0.83%

LAIR LIQUIDE SOCIETE ANONYME POUR 0.72% 1.06%

SAP 0.67% 0.99%

ITOCHU 0.66% 0.68%

TAKEDA PHARMACEUTICAL 1.56% 0.64%

SANOFI SA 0.63% 1.38%

BRITISH AMERICAN TOBACCO 0.61% 0.66%

Only in EFAV

EQUINOR 1.54%

SECOM 1.47%

SWISSCOM AG 1.30%

SAMPO CLASS A 1.08%

NTT 1.04%

CLP HOLDINGS 1.03%

BANK HAPOALIM BM 0.95%

SWISS PRIME SITE AG 0.91%

Only in JIRE

SIEMENS AG COMMON STOCK 1.71%

HSBC HOLDINGS PLC COMMON 1.38%

BHP GROUP LTD COMMON 1.22%

SAFRAN SA COMMON STOCK 1.21%

SUMITOMO MITSUI 1.16%

ATLAS COPCO AB COMMON 1.07%

UNICREDIT SPA COMMON 1.06%

BARCLAYS PLC COMMON 0.96%

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On the same fields

EFAV

iShares MSCI EAFE Min Vol Factor ETF

JIRE

JPMorgan International Research Enhanced Equity ETF

Where it sits Stock ETF Stock ETF

Issuer iShares JPMorgan

What it is Tracks an index Actively managed

Total return, 1 year +12.3% +13.8%

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

Gap to the S&P 500 −4.9 pts −3.5 pts

Expense ratio 0.20% 0.24%

Already in the S&P 500 0.0% 0.0%

Holdings 270 207

Net assets $5.3bn $10.9bn

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

EFAV in plain words

EFAV tracks an index. Over the year to Oct 9, 2026 it returned +12.3% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.20% 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 270 positions, with the top ten at 14.8%. It sat 3.7% below its high of Sep 3, 2026 on Oct 9, 2026.

JIRE in plain words

JIRE is actively managed and tracks no index. 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 0.24% 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 207 positions, with the top ten at 16.6%. It sat 4.8% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, EFAV or JIRE?: In the year to Oct 9, 2026, with distributions reinvested, EFAV returned +12.3% and JIRE +13.8%.
Which is cheaper, EFAV or JIRE?: EFAV is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFAV and JIRE overlap with the S&P 500?: By their latest filed holdings, 0% of EFAV and 0% of JIRE by weight is stocks the S&P 500 already holds.

Other comparisons

EFAV vs VYMI EFAV vs FNDF EFAV vs IVLU EFAV vs EFV JIRE vs PIEQ GSIE vs JIRE JIRE vs LVHI JIRE vs JIVE

EFAV on its own →JIRE on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

EFAV filings on SEC EDGAR ↗EFAV prospectus with the expense ratio (SEC) ↗iShares page for EFAV ↗JIRE filings on SEC EDGAR ↗JIRE prospectus with the expense ratio (SEC) ↗JPMorgan 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, EFAV against JIRE, data as of Oct 9, 2026. https://etfiq.com/compare/any/efav-vs-jire

Open data

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