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ANEW vs SCZ

ProShares MSCI Transformational Changes ETF vs iShares MSCI EAFE Small-Cap ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

SCZ

iShares MSCI EAFE Small-Cap ETF

Annual cost

0.40%

Fund size

$14.9B

Key differences

Both ANEW and SCZ are equity ETFs. ANEW charges 0.45% a year and SCZ 0.40%. The main difference: SCZ is much larger than ANEW. Larger funds are usually more liquid and less likely to close.

  • SCZ is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCZ has delivered higher annualized returns.
  • SCZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ANEWSCZ
Annual cost (TER)0.45%0.40%
Fund size (AUM)$8M$14.9B
Since20202007
Dividend yield0.61%2.95%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+2.8%+21.2%
CAGR 3Y+13.8%+16.6%
CAGR 5Y+3.5%+4.9%
Sharpe 3Y0.680.85
Volatility 1Y13.47%14.68%
Max drawdown-39.87%-41.07%

Similar to ANEW and SCZ