Below is a comparison table. Any advice? I only hold EFV in an IRA account so there are no tax consequences to switching.
Thanks in advance
EFV
Code: Select all
Numb of holdings 502
Expense ratio 35 bps
Net Assets About $15B
Country Weights
Japan 24.33%
United Kingdom 17.62%
France 11.41%
Germany 11.05%
Switzerland 7.1%
Other 28.49%
Index MSCI EAFE Value
Developed Markets countries include: Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK.
AVIV
Code: Select all
Numb of holdings 391
Expense ratio 25 bps
Net Assets About $11M
Country Weights
Japan 21.7%
United Kingdom 15.72%
Canada 10.78%
France 10.18%
Germany 9.86%
Other 31.75%
Index MSCI World ex-USA Value
Countries included: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK.