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IXG vs SCZ
iShares Global Financials ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
- SCZ is significantly larger than IXG — larger funds tend to be more liquid and less likely to close.
- IXG covers global markets; SCZ covers global ex us.
- Over the last 3 years, IXG has delivered higher annualized returns.
- IXG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IXG | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.41% | 0.40% |
| Fund size (AUM) | $541M | $14.4B |
| Since | 2001 | 2007 |
| Dividend yield | 2.03% | 3.05% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.0% | +27.7% |
| CAGR 3Y | +23.1% | +16.2% |
| CAGR 5Y | +12.0% | +6.1% |
| Sharpe 3Y | 1.22 | 0.84 |
| Volatility 1Y | 13.69% | 14.50% |
| Max drawdown | -43.47% | -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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