EFV Vs. DFIV: Which Is The Best Ex-US Value ETF?

This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary.

EFV strategy and portfolio

iShares MSCI EAFE Value ETF (BATS:EFV) started investing

EFV

EFA

DFIV

Price/Earnings TTM

9.81

13.67

8.88

Price/Book

1.11

1.67

0.99

Price/Sales

0.87

1.27

0.71

Price/Cash Flow

6.01

9.31

5.14

EFV

EFA

DFIV

Earnings growth %

16.06%

13.96%

19.05%

Sales growth %

10.36%

9.68%

9.77%

Cash flow growth %

13.36%

9.52%

15.73%

Ticker

Name

Weight %

Sector

Location

SHEL

SHELL PLC

2.83

Energy

United Kingdom

NOVN

NOVARTIS AG

2.65

Health Care

Switzerland

7203

TOYOTA MOTOR CORP

2.45

Consumer Discretionary

Japan

HSBA

HSBC HOLDINGS PLC

2.11

Financials

United Kingdom

TTE

TOTALENERGIES

1.92

Energy

France

BHP

BHP GROUP LTD

1.9

Materials

Australia

SAN

SANOFI SA

1.64

Health Care

France

BP.

BP PLC

1.43

Energy

United Kingdom

ALV

ALLIANZ

1.28

Financials

Germany

8306

MITSUBISHI UFJ FINANCIAL GROUP INC

1.27

Financials

Japan

Total Return

Annual Return

Drawdown

Sharpe ratio

Volatility

EFV

79.29%

3.27%

-64.40%

0.19

18.87%

EFA

111.88%

4.22%

-61.04%

0.24

17.62%

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