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IJR vs SCZ

iShares Core S&P Small-Cap ETF vs iShares MSCI EAFE Small-Cap ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • IJR costs 0.34% less per year.
  • IJR is significantly larger than SCZ — larger funds tend to be more liquid and less likely to close.
  • IJR covers north america markets; SCZ covers global ex us.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRSCZ
Annual cost (TER)0.06%0.40%
Fund size (AUM)$102.6B$14.4B
Since20002007
Dividend yield1.16%3.05%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+27.0%
CAGR 3Y+15.4%+15.7%
CAGR 5Y+5.9%+5.8%
Sharpe 3Y0.630.81
Volatility 1Y17.65%14.44%
Max drawdown-44.36%-41.07%

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

Similar to IJR and SCZ