IEFA vs DIA: Complete Comparison

iShares Core MSCI EAFE ETF vs SPDR Dow Jones Industrial Average ETF — overlap, correlation, performance & risk analysis

Holdings Overlap
0.00%
Very Low Overlap
Shared Holdings
0 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

IEFA
DIA
0.0%
IEFA Only
Overlap
DIA Only

Price Performance

Historical price comparison over 3M

IEFA Return
+4.28%
DIA Return
+1.59%
Winner
IEFA
+2.70%
Max Drawdown
IEFA: -11.5%
DIA: -9.8%
IEFA Volatility (annualized)19.92%
DIA Volatility (annualized)14.17%

📈 Comparison

Metric
IEFA
DIA
1 Year Return
N/A
+22.8%
3 Year Return
N/A
+8.5%
5 Year Return
N/A
+13.2%
Volatility
undefined%
17.50%
Expense Ratio
0.50%
0.16%
⚠️ Past performance does not guarantee future results. Data may be delayed.

⚔️ Comparison

4 - 10

🏆 DIA wins this comparison

Key Factors

💰 Expense Ratio
IEFA:0.50%
vs
DIA:0.16%
🎯 Number of Holdings
IEFA:10 holdings
vs
DIA:30 holdings
Additional Metrics (3)
⚖️ Concentration Risk
IEFA: 14.3% in top 10
DIA: 65.1% in top 10
📊 Assets Under Management
IEFA: $5B
DIA: $35B
🔍 Uniqueness vs SPY
IEFA: 100.0% unique
DIA: 89.5% unique

Bottom line: DIA wins with better expense ratio and number of holdings. Consider DIA for your portfolio, but IEFA is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

0 shared holdings representing 0.0% portfolio overlap

Top Shared Holdings

#StockIEFA WeightDIA WeightOverlap
0
Shared Stocks
0.0%
Total Overlap
0
Sectors Represented

Top Holdings Only in IEFA

Unique to IEFA

Scroll horizontally to see all data
SymbolNameWeight
NOVO-B.CONovo Nordisk A/S2.15%
ASML.ASASML Holding NV2.08%
NESN.SWNestle SA1.62%
AZN.LAstraZeneca plc1.45%
SHEL.LShell plc1.38%

Top Holdings Only in DIA

Unique to DIA

Scroll horizontally to see all data
SymbolNameWeight
UNHUnitedHealth Group9.85%
GSGoldman Sachs8.25%
MSFTMicrosoft Corp6.85%
HDHome Depot6.65%
CATCaterpillar Inc6.25%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = Σ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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