ducovest

IEFA:BATS-iShares Core MSCI EAFE ETF (USD)

ETF | Foreign Large Blend |

Last Closing

USD 70.58

Change

+0.30 (+0.43)%

Market Cap

USD 33.05B

Volume

5.82M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI EAFE IMI Index composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Foreign Large Blend

Symbol Name Price(Change) Market Cap
EFAV iShares MSCI EAFE Min Vol Fact..

+0.23 (+0.33%)

 USD 7.36B
HEFA iShares Currency Hedged MSCI E..

+0.18 (+0.52%)

 USD 4.27B
DINT Davis Select International ETF

+0.09 (+0.40%)

 USD 0.20B
MOTI VanEck Morningstar Internation..

+0.31 (+1.02%)

 USD 0.16B
DWCR Arrow DWA Tactical: Internatio..

+0.20 (+0.73%)

 USD 7.04M

ETFs Containing IEFA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.33% 50% F 22% F
Dividend Return 3.47% 100% F 62% D
Total Return 3.80% 50% F 21% F
Trailing 12 Months  
Capital Gain 0.71% 50% F 27% F
Dividend Return 3.48% 100% F 63% D
Total Return 4.20% 50% F 23% F
Trailing 5 Years  
Capital Gain 8.14% 67% D+ 41% F
Dividend Return 15.54% 83% B 70% C-
Total Return 23.68% 83% B 43% F
Average Annual (5 Year Horizon)  
Capital Gain 6.89% 100% F 63% D
Dividend Return 8.79% 80% B- 69% C-
Total Return 1.90% 60% D- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 17.80% 60% D- 25% F
Risk Adjusted Return 49.34% 100% F 45% F
Market Capitalization 33.05B 100% F 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.