QEFA
+5.85 · +6.61%
$94.37 · NYSE ARCA

SPDR® MSCI EAFE StrategicFactors ETF (QEFA) ETF Analysis | Foreign Large Blend

State Street Investment Management · United States
AUM:$1.1B
#– 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 32.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is QEFA?

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 captures large- and mid-cap representation across 21 developed market Europe, Australasia, and Far East countries and aims to represent the performance of value, low volatility, and quality factor strategies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
QEFA delivered 32.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 16.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.1B
Expense Ratio0.30%
Dividend Yield2.98%
Holdings50
Inception DateJun 2014
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta0.91
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would QEFA 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
+18.4%
3Y
+56.7%
5Y
+48.1%
OpenBook InsightIf you had invested £10,000 in QEFA 5 years ago, it would have grown to £14,812 — a gain of £4,812.

Annual Returns

Calendar year performance

QEFA delivered positive returns in 4 of the last 5 calendar years.
YearQEFA
2026 YTD+11.0%
2025+29.4%
2024+3.2%
2023+16.6%
2022-14.5%
CAGR 4yr+7.4%
4/5 positive yearsAvg return: +9.2%Worst year: -14.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.3%
Low
Momentum
+5.0%
30-day change
Support Level
99.53
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.