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SCZ vs IXUS

iShares MSCI EAFE Small-Cap ETF vs iShares Core MSCI Total International Stock ETF

SCZ

iShares MSCI EAFE Small-Cap ETF

Annual cost

0.40%

Fund size

$14.9B

IXUS

iShares Core MSCI Total International Stock ETF

Annual cost

0.07%

Fund size

$58.4B

Key differences

Both SCZ and IXUS are equity ETFs. SCZ charges 0.40% a year and IXUS 0.07%. The main difference: IXUS costs 0.33% less per year.

  • IXUS costs 0.33% less per year.
  • IXUS is much larger than SCZ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IXUS has delivered higher annualized returns.
  • SCZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCZIXUS
Annual cost (TER)0.40%0.07%
Fund size (AUM)$14.9B$58.4B
Since20072012
Dividend yield2.95%2.83%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+21.2%+26.4%
CAGR 3Y+16.6%+19.1%
CAGR 5Y+4.9%+7.9%
Sharpe 3Y0.850.99
Volatility 1Y14.68%15.86%
Max drawdown-41.07%-36.22%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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