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LFEQ vs SCZ

VanEck Long/Flat Trend ETF vs iShares MSCI EAFE Small-Cap ETF

LFEQ

VanEck Long/Flat Trend ETF

Annual cost

0.58%

Fund size

$30M

SCZ

iShares MSCI EAFE Small-Cap ETF

Annual cost

0.40%

Fund size

$14.9B

Key differences

LFEQ is an alternative ETF, while SCZ is an equity ETF. LFEQ charges 0.58% a year and SCZ 0.40%.

  • LFEQ is an alternative fund, while SCZ is an equity fund. They carry different risk/return profiles.
  • LFEQ follows a tactical allocation strategy; SCZ uses index tracking.
  • LFEQ covers North America; SCZ covers global markets excluding the US.
  • SCZ costs 0.18% less per year.
  • SCZ is much larger than LFEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LFEQ has delivered higher annualized returns.
  • SCZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LFEQSCZ
Annual cost (TER)0.58%0.40%
Fund size (AUM)$30M$14.9B
Since20172007
Dividend yield0.82%2.95%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategytactical allocationindex tracking
CAGR 1Y+24.6%+21.2%
CAGR 3Y+18.4%+16.6%
CAGR 5Y+9.6%+4.9%
Sharpe 3Y0.990.85
Volatility 1Y12.24%14.68%
Max drawdown-35.19%-41.07%

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