QEFA, a smart beta ETF launched in 2014 with $1.03 billion in assets, tracks the MSCI EAFE Factor Mix A-Series Index focusing on value, low volatility, and quality factors across developed markets. With a 0.30% expense ratio, 10.87% YTD return, and 15.44% one-year return, the fund offers medium risk (beta 0.68) with 638 holdings. However, the article suggests investors seeking outperformance should consider cheaper alternatives like IEFA (0.07% expense ratio) or EFA.
EFAETF
iShares MSCI EAFE ETF · NYSE ARCA
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Stock markets declined following a higher-than-expected CPI inflation report. The article provides an analysis of the WisdomTree International Equity ETF (DWM), a smart beta fund with $647.44 million in assets that tracks fundamentally weighted international dividend-paying companies.
DWM has delivered 7.9% year-to-date returns and 13.38% over the past 12 months, with a low-risk profile (beta of 0.67). The article suggests cheaper alternatives like iShares MSCI EAFE ETFs for investors seeking lower expense ratios.
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