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ISCV vs IUSV

iShares Morningstar Small-Cap Value ETF vs iShares Core S&P U.S. Value ETF

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV is significantly larger than ISCV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ISCVIUSV
Annual cost (TER)0.06%0.04%
Fund size (AUM)$651M$25.6B
Since20042000
Dividend yield1.90%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+23.4%
CAGR 3Y+16.4%+16.5%
CAGR 5Y+6.7%+10.8%
Sharpe 3Y0.690.99
Volatility 1Y16.48%10.14%
Max drawdown-51.56%-37.54%

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

Similar to ISCV and IUSV