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SCZ vs EFZ

iShares MSCI EAFE Small-Cap ETF vs ProShares Short MSCI EAFE

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

EFZ

ProShares Short MSCI EAFE

ProShares

Annual cost

0.95%

Fund size

$16M

Key differences

  • SCZ costs 0.55% less per year.
  • SCZ is significantly larger than EFZ — larger funds tend to be more liquid and less likely to close.
  • SCZ follows a index tracking strategy; EFZ uses inverse.
  • Over the last 3 years, SCZ has delivered higher annualized returns.

Side-by-side comparison

SCZEFZ
Annual cost (TER)0.40%0.95%
Fund size (AUM)$14.4B$16M
Since20072007
Dividend yield3.05%3.97%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackinginverse
CAGR 1Y+27.7%-15.6%
CAGR 3Y+16.2%-9.5%
CAGR 5Y+6.1%-6.2%
Sharpe 3Y0.84-0.79
Volatility 1Y14.50%16.44%
Max drawdown-41.07%-61.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCZ and EFZ