IEFA
iShares Core MSCI EAFE ETF
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iShares Core MSCI EAFE ETF (IEFA) is an exchange-traded fund that provides investors with exposure to international and global markets. It carries an expense ratio of 0.07%. The fund offers a dividend yield of approximately 2.50%. The portfolio holds 2800 securities.
Category
Global
Dividend Yield
2.5%
Expense Ratio
0.07%
Holdings
2800
Dividend History
Top Holdings
Key Features
- •Developed market investing
- •Ex-US
- •MSCI EAFE
- •Broad diversification
Advantages
- •Broad developed market exposure
- •US risk diversification
- •Stable dividends
- •Low cost
Risks
- •Currency volatility
- •Lower growth than US
- •Regional risk
- •Economically sensitive
Rebalancing Strategy
International diversification at 20-30%; alternative to VEA
IEFA Investment Analysis
IEFA (iShares Core MSCI EAFE ETF) is a Global ETF comprising 2800 holdings. It has an expense ratio of 0.07% and a dividend yield of 2.5%. Its very low expense ratio makes it well-suited for long-term investing.
A 2.5% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.
IEFA 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.