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ISCB vs GWX

iShares Morningstar Small-Cap ETF vs State Street SPDR S&P International Small Cap ETF

ISCB

iShares Morningstar Small-Cap ETF

iShares

Annual cost

0.04%

Fund size

$269M

GWX

State Street SPDR S&P International Small Cap ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$912M

Key differences

  • ISCB costs 0.36% less per year.
  • GWX is significantly larger than ISCB — larger funds tend to be more liquid and less likely to close.
  • ISCB covers north america markets; GWX covers global.

Side-by-side comparison

ISCBGWX
Annual cost (TER)0.04%0.40%
Fund size (AUM)$269M$912M
Since20042007
Dividend yield1.29%2.54%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+30.8%+36.6%
CAGR 3Y+17.1%+17.2%
CAGR 5Y+5.9%+6.7%
Sharpe 3Y0.720.87
Volatility 1Y16.63%15.45%
Max drawdown-44.18%-45.27%

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

Similar to ISCB and GWX