미국 ETF/주식EFAETF

iShares MSCI EAFE ETF 계산기

EFA is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.iShares MSCI EAFE ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 iShares MSCI EAFE ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, iShares MSCI EAFE ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Global

EFA

iShares MSCI EAFE ETF

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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

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Top Holdings

1Nestle
2ASML
3Novo Nordisk
4Samsung Electronics
5Toyota

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

Also Viewed ETFs

EEM

iShares MSCI Emerging Markets ETF

ER 0.68%·Yield 2.23%

EMCG

WisdomTree Emerging Markets Consumer Growth Fund

ER 0.63%·Yield 1%

HEDJ

WisdomTree Europe Hedged Equity Fund

ER 0.58%·Yield 2.3%

VPL

Vanguard FTSE Pacific ETF

ER 0.08%·Yield 2.6%

VXUS

Vanguard Total International Stock ETF

ER 0.08%·Yield 2.84%

INDA

iShares MSCI India ETF

ER 0.65%·Yield 0.42%

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.

Need to rebalance your portfolio?Go to Rebalancing Calculator →