ETF comparison

EFAVvsIWD

Low Volatility Factor vs US Value.

iShares MSCI EAFE Min Vol Factor ETF · iShares Russell 1000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0%

1 positions appear in both funds. Buying equal dollars of EFAV and IWD would leave roughly0.0%of each dollar exposed to the same underlying securities.

EFAV only 98.9%Shared 0.0%IWD only 99.8%
In EFAV only
243 positions
Shared
1 positions
In IWD only
869 positions

Side by side

EFAV

iShares MSCI EAFE Min Vol Factor ETF

iShares · Low Volatility Factor

84composite / 100
Expense ratio
0.20%
Net assets
$5.51B
TTM yield
3.06%
Top-10 conc.
15.1%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

87composite / 100
Expense ratio
0.18%
Net assets
$83.95B
TTM yield
1.38%
Top-10 conc.
27.8%

Sub-score comparison

80
Cost
82
82
Tax efficiency
88
89
Liquidity
100
93
Concentration
75
Tracking quality
EFAVsub-scoreIWD

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IWD is 2 bps cheaper than EFAV. On a $100,000 position that's about $20/yr more in fees for EFAV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with EFAV vs IWD.

Top shared holdings

1 shared in total
#HoldingIn EFAVIn IWDOverlap
1Qiagen N.V.0.37%0.02%0.02%

Only in EFAV

243 total
  • ENI S.P.A.1.68%
  • TOTALENERGIES SE1.67%
  • EQUINOR ASA1.59%
  • SHELL PLC1.57%
  • Iberdrola, S.A.1.51%
  • DBS GROUP HOLDINGS LTD1.47%
  • ORANGE SA1.43%
  • Swisscom AG1.41%
  • Takeda Pharmaceutical Company Limited1.40%
  • Novartis AG1.36%

Only in IWD

869 total
  • AMAZON.COM, INC.5.93%
  • APPLE INC.5.37%
  • MICROSOFT CORPORATION3.88%
  • BERKSHIRE HATHAWAY INC.2.61%
  • JPMORGAN CHASE & CO.2.45%
  • INTEL CORPORATION1.72%
  • JOHNSON & JOHNSON1.71%
  • EXXON MOBIL CORPORATION1.59%
  • CISCO SYSTEMS, INC.1.30%
  • WALMART INC.1.27%

Open EFAV or IWD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.