EFG
+4.43 · +3.91%
$117.86 · BATS

iShares MSCI EAFE Growth ETF (EFG) ETF Analysis | Foreign Large Growth

iShares · United States
AUM:$10.1B
#– of – in Foreign Large Growth 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 20.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.36% — moderate cost. Consider how fees compound over long holding periods.

What is EFG?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a subset of the MSCI EAFE Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EFG delivered 20.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.36%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 10.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$10.1B
Expense Ratio0.36%
Dividend Yield2.42%
Holdings147
Inception DateAug 2005
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.10
CategoryForeign Large Growth
CurrencyUSD
Portfolio Impact

How would EFG 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
+1.6%
1Y
+13.5%
3Y
+41.5%
5Y
+21.3%
OpenBook InsightIf you had invested £10,000 in EFG 5 years ago, it would have grown to £12,129 — a gain of £2,129.

Annual Returns

Calendar year performance

EFG delivered positive returns in 4 of the last 5 calendar years.
YearEFG
2026 YTD+8.6%
2025+21.0%
2024+3.2%
2023+16.7%
2022-23.3%
CAGR 4yr+2.8%
4/5 positive yearsAvg return: +5.2%Worst year: -23.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.9%
Low
Momentum
+5.1%
30-day change
Support Level
122.07
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.