Skip to content
Beacon
Screener

EFV vs SCZ

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

EFV

iShares MSCI EAFE Value ETF

iShares

Annual cost

0.31%

Fund size

$30.0B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • EFV costs 0.09% less per year.
  • Over the last 3 years, EFV has delivered higher annualized returns.

Side-by-side comparison

EFVSCZ
Annual cost (TER)0.31%0.40%
Fund size (AUM)$30.0B$14.4B
Since20052007
Dividend yield3.83%3.05%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+27.0%
CAGR 3Y+21.9%+15.7%
CAGR 5Y+12.7%+5.8%
Sharpe 3Y1.190.81
Volatility 1Y14.25%14.44%
Max drawdown-43.16%-41.07%

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

Similar to EFV and SCZ