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IOO vs SCZ

iShares Global 100 ETF vs iShares MSCI EAFE Small-Cap ETF

IOO

iShares Global 100 ETF

iShares

Annual cost

0.40%

Fund size

$8.5B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • IOO covers global markets; SCZ covers global ex us.
  • Over the last 3 years, IOO has delivered higher annualized returns.
  • IOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IOOSCZ
Annual cost (TER)0.40%0.40%
Fund size (AUM)$8.5B$14.4B
Since20002007
Dividend yield0.86%3.05%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+40.8%+27.0%
CAGR 3Y+26.1%+15.7%
CAGR 5Y+16.9%+5.8%
Sharpe 3Y1.320.81
Volatility 1Y13.63%14.44%
Max drawdown-31.43%-41.07%

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

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