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EFZ vs SCZ

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

EFZ

ProShares Short MSCI EAFE

ProShares

Annual cost

0.95%

Fund size

$16M

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • SCZ costs 0.55% less per year.
  • SCZ is significantly larger than EFZ — larger funds tend to be more liquid and less likely to close.
  • EFZ follows a inverse strategy; SCZ uses index tracking.
  • Over the last 3 years, SCZ has delivered higher annualized returns.

Side-by-side comparison

EFZSCZ
Annual cost (TER)0.95%0.40%
Fund size (AUM)$16M$14.4B
Since20072007
Dividend yield3.97%3.05%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyinverseindex tracking
CAGR 1Y-15.6%+27.7%
CAGR 3Y-9.5%+16.2%
CAGR 5Y-6.2%+6.1%
Sharpe 3Y-0.790.84
Volatility 1Y16.44%14.50%
Max drawdown-61.90%-41.07%

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

Similar to EFZ and SCZ