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ITOT vs SCZ

iShares Core S&P Total U.S. Stock Market ETF vs iShares MSCI EAFE Small-Cap ETF

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • ITOT costs 0.37% less per year.
  • ITOT is significantly larger than SCZ — larger funds tend to be more liquid and less likely to close.
  • ITOT covers north america markets; SCZ covers global ex us.
  • Over the last 3 years, ITOT has delivered higher annualized returns.

Side-by-side comparison

ITOTSCZ
Annual cost (TER)0.03%0.40%
Fund size (AUM)$88.9B$14.4B
Since20042007
Dividend yield1.03%3.05%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+27.0%
CAGR 3Y+22.8%+15.7%
CAGR 5Y+12.9%+5.8%
Sharpe 3Y1.200.81
Volatility 1Y12.36%14.44%
Max drawdown-35.00%-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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