ETF Versus

EFA vs GLD

iShares MSCI EAFE ETF vs SPDR Gold Shares

Last updated: 2026-04-02

EFA iShares

iShares MSCI EAFE ETF (EFA) is an exchange-traded fund issued by iShares that provides exposure to equities in developed international markets outside the U.S.. It charges an above-average expense ratio of 0.32%. The fund offers an attractive dividend yield of 3.29%. Launched in 2001, the fund has a 25-year track record.

AUM: $69.1B ER: 0.32% Yield: 3.29% Since: Aug 14, 2001
GLD State Street

SPDR Gold Shares (GLD) is an exchange-traded fund issued by State Street that provides exposure to gold securities. It charges an above-average expense ratio of 0.40%. Launched in 2004, the fund has a 22-year track record.

AUM: $151.9B ER: 0.40% Yield: 0.00% Since: Nov 18, 2004

Quick Verdict

EFA has a slightly lower expense ratio (0.32% vs 0.40%), saving about $155 per $10,000 over 10 years. Over the past year, GLD has significantly outperformed with a 52.3% return vs 20.5%. Income investors may prefer EFA for its higher yield (3.3% vs 0.0%).

Key Metrics

Metric EFA GLD
Expense Ratio 0.32% 0.40%
Dividend Yield 3.3% 0.0%
Fund Family iShares State Street
Category International Developed Gold

Performance Chart

Indexed to 100 at start (5-year comparison)

70 115 160 205 250 295 2021-04 2022-06 2023-09 2024-12 2026-04
EFA +26.5%
GLD +170.4%

Performance Comparison

Period EFA GLD Difference
1 Month -4.54% -10.65% +6.11%
3 Months +1.62% +9.93% -8.31%
6 Months +3.71% +22.42% -18.71%
YTD +1.62% +9.93% -8.31%
1 Year +20.48% +52.25% -31.77%
3 Years +36.79% +137.25% -100.46%
5 Years +26.46% +170.39% -143.93%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period EFA Fees GLD Fees You Save
$10.000 10 years $631 $786 $155
$10.000 20 years $2.686 $3.334 $648
$10.000 30 years $8.571 $10.601 $2.030
$50.000 10 years $3.156 $3.932 $776
$50.000 30 years $42.854 $53.003 $10.149
$100.000 30 years $85.707 $106.005 $20.298

Risk Metrics

Based on 5 years of daily returns

Metric EFA GLD
Annualized Volatility 16.6% 17.8%
Max Drawdown -32.4% -21.0%
Sharpe Ratio 0.10 0.96

Dividend Comparison

Metric EFA GLD
Annual Dividend (per share) $3.25 $0.00
Dividend Yield 3.29% 0.00%
Distribution Frequency Semi-Annual or Annual None

Top Holdings

EFA Top Holdings

NameWeight
ASML Holding N.V.!ams/ASML2.54%
AstraZeneca PLC!lon/AZN1.46%
Novartis AG!swx/NOVN1.41%
Roche Holding AG!swx/ROP1.36%
HSBC Holdings plc!lon/HSBA1.36%
Shell plc!lon/SHEL1.31%
Nestlé S.A.!swx/NESN1.22%
Toyota Motor Corporation!tyo/72031.00%
Commonwealth Bank of Australia!asx/CBA0.99%
Mitsubishi UFJ Financial Group, Inc.!tyo/83060.95%

Which One Should You Choose?

Choose EFA if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose GLD if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose EFA if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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