QEFA ETF Analysis

For informational purposes only. Not financial advice.

Quick Answer

With a beta of 0.92, QEFA exhibits slightly less volatility than the broader market. Investors seeking diversified exposure to developed-market equities may find QEFA a suitable option for their portfolios. Past performance does not guarantee future results.

QEFA ETF — Price, Holdings & Analysis

QEFA is an index ETF providing exposure to a basket of developed-market equities. The fund's top holdings include Novartis AG Registered Shares (2.45%), ASML Holding NV (2.30%), and Roche Holding AG (2.01%). With a beta of 0.92, QEFA exhibits slightly less volatility than the broader market. Investors seeking diversified exposure to developed-market equities may find QEFA a suitable option for their portfolios. Past performance does not guarantee future results.

ETF Overview

QEFA aims to track the performance of an index comprised of large and mid-cap stocks in developed markets, excluding the U.S. and Canada. This ETF offers investors a way to diversify their portfolios internationally, gaining exposure to companies like Novartis AG Registered Shares, ASML Holding NV, and Roche Holding AG. The fund's holdings span various sectors, with a notable presence in healthcare, technology, and consumer staples. By investing in QEFA, investors can access a diversified portfolio of established companies in developed economies, potentially benefiting from their growth and stability. The ETF's strategy focuses on providing broad market exposure rather than targeting specific sectors or investment themes. The top ten holdings constitute a significant portion of the fund, indicating a degree of concentration within the portfolio. Past performance does not guarantee future results.

Risk Metrics

QEFA, with its focus on developed markets outside North America, carries inherent risks associated with international investing, including currency fluctuations and geopolitical uncertainties. The fund's beta of 0.92 suggests it is slightly less volatile than the overall market, but investors should still be prepared for potential price swings. A significant portion of the fund is allocated to its top 10 holdings, which introduces concentration risk. Any adverse performance in these key companies could negatively impact the ETF's overall returns. Investors should also consider the impact of the fund's expense ratio on long-term returns. Past performance does not guarantee future results.

What does QEFA hold?

Holding	Weight
Novartis AG Registered Shares (NOVN.SW)	2.45%
ASML Holding NV (ASML.AS)	2.30%
Roche Holding AG (ROG.SW)	2.01%
AstraZeneca PLC (AZN.L)	1.95%
Nestle SA (NESN.SW)	1.77%
Unilever PLC (ULVR.L)	1.30%
Shell PLC (SHEL.L)	1.26%
BHP Group Ltd (BHP.AX)	1.05%
GSK PLC (GSK.L)	1.04%
Zurich Insurance Group AG (ZURN.SW)	1.00%

Dividend Yield

0.00%

Risk Metrics

Beta: 0.92

Questions & Answers

What is QEFA and what does it track?

QEFA is an exchange-traded fund designed to track the performance of an index composed of large and mid-cap stocks in developed markets, excluding the U.S. and Canada.

This provides investors with a convenient way to gain exposure to a diversified portfolio of international equities.

What are the top holdings in QEFA?

QEFA's top holdings, as of 2026-03-15, include Novartis AG Registered Shares, with a weight of 2.45%, ASML Holding NV, with a weight of 2.30%, and Roche Holding AG, with a weight of 2.01%.

These companies represent a significant portion of the fund's overall portfolio. Other notable holdings include AstraZeneca PLC (1.95%) and Nestle SA (1.77%).

Is QEFA a good long-term investment?

Whether QEFA is a suitable long-term investment depends on an individual investor's risk tolerance, investment goals, and time horizon. The fund offers exposure to developed markets outside of the U.S. and Canada, providing diversification benefits.

With a beta of 0.92, QEFA exhibits slightly less volatility than the broader market.

How does QEFA compare to similar ETFs?

QEFA competes with other ETFs that focus on providing exposure to developed markets outside of North America. When comparing QEFA to similar ETFs, factors such as expense ratios, assets under management (AUM), and investment strategy may be worth researching.

A lower expense ratio can improve long-term returns, while a larger AUM may indicate greater liquidity.

Does QEFA pay dividends?

According to the provided data, QEFA has a dividend yield of 0.00%. This indicates that the fund is not currently distributing dividends to its shareholders. Investors seeking income-generating investments may want to consider other ETFs with a higher dividend yield.

However, it's important to note that dividend yields can fluctuate over time, and past dividend payments are not indicative of future results. Past performance does not guarantee future results.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

Written by machine, not reviewed page by page. Editorial oversight is systemic: the rules and the sources are checked, individual pages are not.