EFV: An International Large- To Mid-Cap Value ETF

Fred PiardInvesting Group LeaderFollow5ShareSavePlay(8min)Comment(1)SummaryiShares MSCI EAFE Value ETF offers diversified exposure to over 400 large-cap value stocks in developed markets ex-North America.EFV is heavily weighted toward financials (36%), especially banks, and has significant allocations to Japan (23.1%) and the UK (17.5%).Over the last five years, EFV outperformed its benchmark EFA by 4% annualized with lower drawdown and volatility, though it lags since inception.EFV is ahead of several key competitors in Sharpe ratio but behind DFIV.EFV is highly liquid and well-suited for international value exposure, either long-term or tactical.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » Jian Fan/iStock via Getty Images Fast facts iShares MSCI EAFE Value ETF (EFV) was launched on 8/1/2005 and tracks the MSCI EAFE Value Index. EFV has a portfolio of over 400 stocks, a 30-day SEC yield of 3.32% at the timeThis article was written byFred Piard16.36K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.