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EFA vs SCZ

iShares MSCI EAFE ETF vs iShares MSCI EAFE Small-Cap ETF

EFA

iShares MSCI EAFE ETF

iShares

Annual cost

0.32%

Fund size

$75.6B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • EFA costs 0.08% less per year.
  • EFA is significantly larger than SCZ — larger funds tend to be more liquid and less likely to close.
  • EFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFASCZ
Annual cost (TER)0.32%0.40%
Fund size (AUM)$75.6B$14.4B
Since20012007
Dividend yield3.17%3.05%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+27.0%
CAGR 3Y+16.0%+15.7%
CAGR 5Y+8.9%+5.8%
Sharpe 3Y0.820.81
Volatility 1Y15.12%14.44%
Max drawdown-34.19%-41.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EFA and SCZ