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IUSV vs SCZ

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

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • IUSV costs 0.36% less per year.
  • IUSV covers north america markets; SCZ covers global ex us.
  • IUSV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSVSCZ
Annual cost (TER)0.04%0.40%
Fund size (AUM)$25.6B$14.4B
Since20002007
Dividend yield1.71%3.05%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+27.0%
CAGR 3Y+16.5%+15.7%
CAGR 5Y+10.8%+5.8%
Sharpe 3Y0.990.81
Volatility 1Y10.14%14.44%
Max drawdown-37.54%-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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