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ISCV vs EWX

iShares Morningstar Small-Cap Value ETF vs State Street SPDR S&P Emerging Markets Small Cap ETF

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

EWX

State Street SPDR S&P Emerging Markets Small Cap ETF

State Street Investment Management

Annual cost

0.65%

Fund size

$717M

Key differences

  • ISCV costs 0.59% less per year.
  • ISCV is classified as equity, while EWX is alternative — different risk/return profiles.
  • ISCV covers north america markets; EWX covers emerging markets.

Side-by-side comparison

ISCVEWX
Annual cost (TER)0.06%0.65%
Fund size (AUM)$651M$717M
Since20042008
Dividend yield1.90%2.63%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+28.0%
CAGR 3Y+16.4%+16.4%
CAGR 5Y+6.7%+8.9%
Sharpe 3Y0.690.85
Volatility 1Y16.48%14.60%
Max drawdown-51.56%-43.00%

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

Similar to ISCV and EWX