EFA
iShares MSCI EAFE ETF
Price Chart
iShares MSCI EAFE ETF (EFA) is an exchange-traded fund that provides investors with exposure to international and global markets. It carries an expense ratio of 0.32%. The fund offers a dividend yield of approximately 2.85%. The portfolio holds 780 securities.
Category
Global
Dividend Yield
2.85%
Expense Ratio
0.32%
Holdings
780
Dividend History
Top Holdings
Key Features
- •Developed market ex-US investing
- •Europe/Asia diversification
- •Large-cap focused
- •Currency diversification
Advantages
- •Reduced US market dependency
- •Global diversification benefit
- •Relatively undervalued market
- •Dividend income available
Risks
- •Currency fluctuation risk
- •Lower growth than US
- •Political risk
- •Liquidity variance
Rebalancing Strategy
International diversification at 20-30%; alternative to VXUS
Related News
EFA Investment Analysis
EFA (iShares MSCI EAFE ETF) is a Global ETF comprising 780 holdings. It has an expense ratio of 0.32% and a dividend yield of 2.85%. The expense ratio is relatively high, so consider costs relative to returns.
A 2.85% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.
EFA can play an important role in your portfolio. Its broad range of holdings provides strong diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.