EFVvsINEQETF Comparison
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iShares MSCI EAFE Value ETF (EFV) and Columbia International Equity Income ETF - USD (INEQ) belong to the same industry segment: DM Large & Mid Cap. EFV's top 3 sector exposures are Finance, Consumer Non-Cyclicals and Non-Energy Materials. In contrast, INEQ's top sector exposures are Finance, Industrials and Non-Energy Materials. EFV is less expensive with a Total Expense Ratio (TER) of 0.31%, versus 0.45% for INEQ. EFV is up 13.9% year-to-date (YTD) with -$102M in YTD flows. INEQ performs worse with 8.99% YTD performance, and +$42M in YTD flows. Run a side-by-side ETF comparison of EFV and INEQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EFV vs INEQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFV INEQ | -1.49%-2.07% | -0.08%-1.18% | +13.90%+8.99% | +20.51%+14.22% | +94.37%+79.25% | +90.85%+82.26% |
| Flows | EFV INEQ | -$315M-$6M | +$2.32B+$200K | -$102M+$42M | -$426M+$47M | +$2.62B+$75M | +$4.84B+$76M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFV INEQ | +11.27%+11.54% | +14.02%+12.44% | +13.85%+14.44% | +15.37%+14.65% |
| Max drawdown | EFV INEQ | -6.31%-7.97% | -10.69%-9.21% | -13.36%-15.76% | -25.83%-24.03% |
| Max drawdown duration | EFV INEQ | 54d54d | 123d150d | 37d47d | 518d459d |
Trading data
EFV | INEQ | |
Last sale 10/28/2026 at 1:30 PM | $79.09 | $39.21 |
| Previous close 10/27/2026 | $79.24 | $39.37 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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INEQ
is actively managed and doesn’t replicate an indexEFV | INEQ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
EFV | INEQ | |
|---|---|---|
| Last price | $79.09 | $39.21 |
| 1D performance | -0.19% | -0.41% |
| AuM | $30.45 B | $92.44 M |
| E/R | 0.31% | 0.45% |
Characteristics
EFV | INEQ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Columbia Threadneedle Investments |
| Benchmark | MSCI EAFE Value Index | - |
| N° of holdings | 391 | 101 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 1, 2005 | June 13, 2016 |
| ESG | No | No |
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Exposure
Countries
EFV
Japan
23.79%
United Kingdom
16.13%
France
9.63%
Switzerland
9.34%
Germany
8.59%
Other
32.53%
INEQ
Japan
25.49%
Germany
13.51%
United Kingdom
12.34%
Australia
8.79%
France
8.54%
Other
31.33%
Sectors
EFV
Finance
42.67%
Consumer Non-Cycl.
9.45%
Non-Energy Materi.
7.87%
Healthcare
7.23%
Other
32.78%
INEQ
Finance
28.78%
Industrials
12.05%
Non-Energy Materi.
10.2%
Consumer Non-Cycl.
10.05%
Energy
7.91%
Healthcare
7.28%
Other
23.73%
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Diversification
EFV
Total weight of top 15 holdings out of 15
26.22%
INEQ
Total weight of top 15 holdings out of 15
47.75%
Top 15 holdings
Data as of August 31, 2026
EFV
HSBC Holdings Plc
3.15%
Shell Plc
2.23%
Nestlé SA
2.22%
Mitsubishi UFJ Financial Group, Inc.
2.18%
Allianz SE
1.76%
Roche Holding AG
1.76%
Toyota Motor Corp.
1.66%
Novartis AG
1.61%
TotalEnergies SE
1.51%
Banco Bilbao Vizcaya Argentaria SA
1.44%
Sumitomo Mitsui Financial Group, Inc.
1.41%
BHP Group Ltd.
1.39%
Siemens AG
1.39%
Iberdrola SA
1.28%
Unilever Plc
1.24%
INEQ
UniCredit SpA
4.87%
BHP Group Ltd.
4.68%
Deutsche Telekom AG
4.32%
DBS Group Holdings Ltd.
4.09%
Shell Plc
3.72%
TotalEnergies SE
3.33%
Münchener Rückversicherungs-Gesellschaft AG
3.20%
Anheuser-Busch InBev NV
3.03%
NatWest Group Plc
3.02%
VINCI SA
2.77%
Takeda Pharmaceutical Co., Ltd.
2.38%
Standard Chartered Plc
2.18%
HOYA Corp.
2.15%
Deutsche Post AG
2.10%
Holcim Ltd.
1.91%
Frequently asked questions about EFV and INEQ
How have the EFV and INEQ ETFs performed in 2026?
As of October 27, 2026, EFV is up 13.9% year-to-date (YTD), while INEQ has returned 8.99%. That puts EFV better performer ahead so far this year.
Which ETF is attracting more investor money: EFV or INEQ?
Year-to-date, the EFV ETF saw -$102M in flows, compared to +$42M for INEQ.
Which ETF is more volatile: EFV or INEQ?
Over the past year, EFV had a volatility of 14.02%, while INEQ experienced 12.44%.
Which ETF is bigger: EFV or INEQ?
As of October 27, 2026, EFV holds $30.45 B in assets under management (AUM), while INEQ manages $92.44 M.
What sectors do the EFV and INEQ ETFs invest in?
EFV leans toward sectors like Finance, Consumer Non-Cyclicals and Non-Energy Materials. Meanwhile, INEQ focuses on Finance, Industrials and Non-Energy Materials.
What are the top holdings of the EFV ETF and INEQ ETF?
EFV top holdings include HSBC Holdings Plc, Shell Plc and Nestlé SA. INEQ holds in its top three: UniCredit SpA, BHP Group Ltd. and Deutsche Telekom AG.
Which ETF is more diversified: EFV or INEQ?
EFV holds 396 securities with 26.22% of its assets in the top 15. INEQ has 101 securities and a top 15 weight of 47.75%.
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