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IEFA Intl Developed ETF (IEFA)

Intl Developed · Benchmark: Index Benchmark · Domiciled in US

AUM
$402.2B
Expense ratio
53.00%
Inception
2009-03-15
VMCI-Composite
63/100
5y CAGR
12.0%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

IEFA Intl Developed ETF — analysis

IEFA Intl Developed ETF runs $402.2B against Index Benchmark, with 53 bps of annual cost. The IEFA ticker is the listing on the primary US exchange; the strategy has been live since 2009 in the intl developed category.

Composite quality on IEFA's top-10 sleeve: VMCI of 63/100. The number aggregates Value, Quality, Integrity, Growth, and Risk pillars across the funds' largest positions. The cohort comparison reads above-average composite quality.

IEFA performance ledger: 5y CAGR 12.0% (benchmark: 11.0%), 3y 9.0%, 1y -27.6%, YTD 2.0%. The 5y delta to index is 1.0 pp annualized.

Distribution metrics on IEFA: 2.50% TTM yield, 5.0% 5y dividend CAGR. The two numbers together set the carry-and-growth math that income allocators run on this kind of fund.

On portfolio structure, IEFA carries a 31% top-10 weight and a Technology-led sector mix (28%). The fund's largest single position is AAPL at 3.75%.

Funds that sit closest to IEFA on the intl developed shelf: VEA, EFA. Allocators usually choose between them on cost (53 bps on this fund), distribution profile, and underlying methodology rather than headline category.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.75%65
2MSFT3.70%43
3NVDA3.40%62
4AMZN3.21%69
5GOOGL3.35%55
6META3.21%56
7BRK-B2.86%77
8TSLA2.61%85
9V2.76%57
10JPM2.42%76
11UNH2.37%82
12XOM2.27%69
13JNJ1.97%61
14PG1.73%80
15MA1.87%53
16HD1.53%61
17MRK1.28%45
18AVGO1.28%68
19PEP1.04%54
20COST0.84%46
21KO0.84%45
22WMT0.59%83
23BAC0.39%63
24CVX0.54%56
25ADBE0.20%75

Performance & income

YTD
2.0%
1y total return
-27.6%
3y CAGR
9.0%
5y CAGR vs benchmark
12.0% / 11.0%
Dividend yield
2.50%
5y distribution CAGR
5.0%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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