Screener
EFAA vs SCZ
Invesco MSCI EAFE Income Advantage ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
EFAA is an alternative ETF, while SCZ is an equity ETF. EFAA charges 0.39% a year and SCZ 0.40%.
- EFAA is an alternative fund, while SCZ is an equity fund. They carry different risk/return profiles.
- SCZ is much larger than EFAA. Larger funds are usually more liquid and less likely to close.
- SCZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.40% |
| Fund size (AUM) | $505M | $14.9B |
| Since | 2024 | 2007 |
| Dividend yield | 8.11% | 2.95% |
| Asset class | alternative | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.6% | +22.8% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | +5.0% |
| Sharpe 3Y | N/A | 0.84 |
| Volatility 1Y | 12.46% | 14.93% |
| Max drawdown | -11.97% | -41.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.