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

In the year to Oct 9, 2026, with distributions reinvested, EFAV returned +12.3% and JIVE +29.0%.

Which is cheaper, EFAV or JIVE?

EFAV is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

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EFAV vs JIVE: Differences, Returns & Fees

EFAV and JIVE hold 16% of their weight in the same names, and JIVE returned +29.0% over the year. Net assets on Oct 9, 2026: $5.3bn for iShares MSCI EAFE Min Vol Factor ETF and $4.2bn for JPMorgan International Value ETF.

EFAV costs 0.35 points a year less; their one-year returns differ by 16.7 points; EFAV is 1.2 times larger.

	EFAV	JIVE
Expense ratio	0.20%	0.55%
Net assets	$5.3bn	$4.2bn
Total return, 1 year	+12.3%	+29.0%
What it tracks	not read by ETFIQ	No index, actively managed
Holdings in common	16%
Top ten holdings, share of the fund	14.8%	16.8%
Below its high	3.7%, high on Sep 3, 2026	5.7%, high on Sep 4, 2026

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

+12.3%

EFAV total return, 1 year

+29.0%

JIVE total return, 1 year

0.20%

EFAV expense ratio

0.55%

JIVE expense ratio

What they hold in common

By the books each fund has filed, EFAV and JIVE hold 16% 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

16% in common

Positions both hold, largest shared weight first

Holding EFAV JIVE

SHELL 1.66% 1.69%

NOVARTIS AG 1.31% 1.11%

TOTALENERGIES 1.40% 1.00%

NESTLE SA 0.96% 1.47%

BP PLC 0.70% 0.83%

ZURICH INSURANCE GROUP AG 1.26% 0.68%

SANOFI SA 0.63% 0.86%

BRITISH AMERICAN TOBACCO 0.61% 0.74%

E.ON N 0.41% 0.40%

KYOCERA 0.51% 0.40%

REPSOL 0.40% 0.40%

MITSUBISHI UFJ FINANCIAL GROUP 0.37% 0.79%

Only in EFAV

IBERDROLA 1.56%

EQUINOR 1.54%

DBS GROUP HOLDINGS LTD 1.49%

SECOM 1.47%

SWISSCOM AG 1.30%

OVERSEA-CHINESE BANKING 1.27%

SOFTBANK 1.17%

UNILEVER PLC 1.16%

Only in JIVE

SAMSUNG ELECTRONICS CO 3.82%

TAIWAN SEMICONDUCTOR 2.66%

TORONTO-DOMINION 1.33%

HSBC HOLDINGS PLC COMMON 1.25%

ROYAL BANK OF CANADA 1.02%

BANCO BILBAO VIZCAYA ARGENTARIA SA 0.97%

BANK OF NOVA SCOTIA/THE 0.89%

CANADIAN IMPERIAL BANK 0.85%

Check overlap with more funds →

On the same fields

EFAV

iShares MSCI EAFE Min Vol Factor ETF

JIVE

JPMorgan International Value 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% +29.0%

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

Gap to the S&P 500 −4.9 pts +11.8 pts

Expense ratio 0.20% 0.55%

Already in the S&P 500 0.0% 0.0%

Holdings 270 374

Net assets $5.3bn $4.2bn

EFAV and JIVE 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.

JIVE in plain words

JIVE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +29.0% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.55% 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 374 positions, with the top ten at 16.8%. It sat 5.7% below its high of Sep 4, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, EFAV or JIVE?: In the year to Oct 9, 2026, with distributions reinvested, EFAV returned +12.3% and JIVE +29.0%.
Which is cheaper, EFAV or JIVE?: EFAV is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFAV and JIVE overlap with the S&P 500?: By their latest filed holdings, 0% of EFAV and 0% of JIVE by weight is stocks the S&P 500 already holds.

Other comparisons

EFAV vs PXF EFAV vs SCHY EFAV vs WCMI EFAV vs ICOW JIVE vs LVHI IVLU vs JIVE JIVE vs PXF JIVE vs SCHY

EFAV on its own →JIVE 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 ↗JIVE filings on SEC EDGAR ↗JIVE 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 JIVE, data as of Oct 9, 2026. https://etfiq.com/compare/any/efav-vs-jive

Open data

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