ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

Real-time US & KR stock prices
Auto buy/sell calculation
Cloud sync supported
Global

IEFA

iShares Core MSCI EAFE ETF

Loading...live

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

Top Holdings

1Nestle
2ASML
3Novo Nordisk
4Toyota

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.