EFZ
-0.99 · -7.44%
$12.34 · NYSE ARCA

ProShares Short MSCI EAFE (EFZ) ETF Analysis | Trading--Inverse Equity

ProShares · United States
AUM:$8.0M
#– of – in Trading--Inverse Equity 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

Down 21.6% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is EFZ?

The index is designed to measure the performance of large and mid-capitalization companies across 21 developed market countries around the world, excluding the U. Under normal circumstances, the fund will obtain inverse exposure to at least 80% of its total assets in components of the index or in instruments with similar economic characteristics.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
EFZ returned -21.6% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 135.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$8.0M
Expense Ratio0.95%
Dividend Yield4.75%
Holdings5
Inception DateOct 2007
DomicileUnited States
DistributionNA
Index–
ProviderProShares
Beta-0.65
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

How would EFZ 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
+93.0%
1Y
+69.2%
3Y
+38.5%
5Y
+45.0%
OpenBook InsightIf you had invested £10,000 in EFZ 5 years ago, it would have grown to £14,502 — a gain of £4,502.

Annual Returns

Calendar year performance

EFZ delivered positive returns in 3 of the last 5 calendar years.
YearEFZ
2026 YTD+77.9%
2025-21.2%
2024+1.6%
2023-9.7%
2022+13.7%
CAGR 4yr-4.8%
3/5 positive yearsAvg return: +12.5%Worst year: -21.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.6%
Low
Momentum
-4.4%
30-day change
Support Level
22.02
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.