Exchange-Traded Funds (ETFs) have revolutionized the investment world, offering diversified exposure across various sectors and asset classes. In this article, we will delve into a comprehensive comparison between two popular ETFs: EFA (iShares MSCI EAFE ETF) and IJH (iShares Core S&P Mid-Cap ETF). We'll explore different aspects, including the tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.
EFA and IJH represent two distinct investment strategies within the ETF universe. While EFA focuses on international equities from developed markets, IJH targets mid-cap stocks in the U.S. In the following sections, we will delve into the nuances of each ETF's approach and what it means for investors.
The iShares MSCI EAFE ETF (EFA) is designed to track the performance of non-U.S. developed market equities, encompassing sectors such as technology, finance, healthcare, and more. On the other hand, the iShares Core S&P Mid-Cap ETF (IJH) centers around mid-cap U.S. stocks, with holdings in sectors like consumer discretionary, industrials, and information technology. Analyzing the sectors and top holdings provides insights into the geographic and sectoral diversification of each ETF.
EFA overlap EFA VS IJH: A Comprehensive Comparison of ETFs
EFA's extensive asset under management (AUM) reflects its popularity among investors seeking exposure to developed international markets. IJH, on the other hand, focuses on mid-cap U.S. stocks and employs a strategy that aims to closely track the S&P MidCap 400 Index. The variance in capitalization and strategy between EFA and IJH presents investors with different risk and return profiles to consider.
EFA seeks to mirror the performance of the MSCI EAFE Index, providing investors with exposure to a wide range of non-U.S. developed market equities. IJH, however, offers exposure to mid-cap U.S. stocks, specifically tracking the performance of the S&P MidCap 400 Index. The methods of tracking and exposure used by these ETFs have implications for the diversification and performance potential they offer.
EFA and IJH offer distinct approaches to investing, catering to investors with varying preferences and risk appetites. For those interested in exploring further details about holdings, correlations, overlaps, and additional insights, ETF insider serves as a valuable tool. With its user-friendly app, it provides comprehensive information on these ETFs and other financial instruments.
Disclaimer: This article does not provide any investment advisory services.
Sources:
EFA ETF issuer
EFA ETF official page
Discover the top holdings, correlations, and overlaps of ETFs using our visualization tool.
Our app allows you to build and track your portfolio.
To learn more about the EFA iShares MSCI EAFE ETF, access our dedicated page now.