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SMIN vs SCZ
iShares MSCI India Small-Cap ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
Both SMIN and SCZ are equity ETFs. SMIN charges 0.74% a year and SCZ 0.40%. The main difference: SMIN covers emerging markets; SCZ covers global markets excluding the US.
- SMIN covers emerging markets; SCZ covers global markets excluding the US.
- SCZ costs 0.34% less per year.
- SCZ is much larger than SMIN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCZ has delivered higher annualized returns.
- SCZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIN | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.40% |
| Fund size (AUM) | $639M | $14.9B |
| Since | 2012 | 2007 |
| Dividend yield | 0.00% | 2.95% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -9.3% | +21.2% |
| CAGR 3Y | +10.0% | +16.6% |
| CAGR 5Y | +6.9% | +4.9% |
| Sharpe 3Y | 0.41 | 0.85 |
| Volatility 1Y | 18.59% | 14.68% |
| Max drawdown | -60.50% | -41.07% |
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