EFAX
+2.90 · +5.91%
$51.95 · NYSE ARCA

SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) ETF Analysis | Foreign Large Blend

State Street Investment Management · United States
AUM:$511.6M
#– of – in Foreign Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 30.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is EFAX?

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is designed to measure the performance of companies in the MSCI EAFE Index that are fossil fuel reserves free, as determined by the screening methodology used by the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EFAX delivered 30.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 14.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$511.6M
Expense Ratio0.20%
Dividend Yield3.16%
Holdings50
Inception DateOct 2016
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.01
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would EFAX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.0%
1Y
+17.0%
3Y
+60.8%
5Y
+47.9%
OpenBook InsightIf you had invested £10,000 in EFAX 5 years ago, it would have grown to £14,794 — a gain of £4,794.

Annual Returns

Calendar year performance

EFAX delivered positive returns in 4 of the last 5 calendar years.
YearEFAX
2026 YTD+9.5%
2025+31.6%
2024+5.9%
2023+17.3%
2022-17.1%
CAGR 4yr+7.9%
4/5 positive yearsAvg return: +9.4%Worst year: -17.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.0%
Low
Momentum
+4.7%
30-day change
Support Level
54.95
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.