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SCZ vs IJR

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

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.34% less per year.
  • IJR is significantly larger than SCZ — larger funds tend to be more liquid and less likely to close.
  • SCZ covers global ex us markets; IJR covers north america.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCZIJR
Annual cost (TER)0.40%0.06%
Fund size (AUM)$14.4B$102.6B
Since20072000
Dividend yield3.05%1.16%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.0%+33.1%
CAGR 3Y+15.7%+15.4%
CAGR 5Y+5.8%+5.9%
Sharpe 3Y0.810.63
Volatility 1Y14.44%17.65%
Max drawdown-41.07%-44.36%

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

Similar to SCZ and IJR