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MXI vs SCZ

iShares Global Materials ETF vs iShares MSCI EAFE Small-Cap ETF

MXI

iShares Global Materials ETF

iShares

Annual cost

0.39%

Fund size

$325M

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • SCZ is significantly larger than MXI — larger funds tend to be more liquid and less likely to close.
  • MXI covers global markets; SCZ covers global ex us.
  • Over the last 3 years, SCZ has delivered higher annualized returns.

Side-by-side comparison

MXISCZ
Annual cost (TER)0.39%0.40%
Fund size (AUM)$325M$14.4B
Since20062007
Dividend yield1.78%3.05%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+33.9%+27.7%
CAGR 3Y+13.9%+16.2%
CAGR 5Y+6.7%+6.1%
Sharpe 3Y0.610.84
Volatility 1Y19.47%14.50%
Max drawdown-39.52%-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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