Screener
SVAL vs ISCB
iShares US Small Cap Value Factor ETF vs iShares Morningstar Small-Cap ETF
Key differences
Both SVAL and ISCB are equity ETFs. SVAL charges 0.20% a year and ISCB 0.04%. The main difference: ISCB costs 0.16% less per year.
- ISCB costs 0.16% less per year.
- Over the last three years, SVAL has delivered higher annualized returns.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.04% |
| Fund size (AUM) | $187M | $275M |
| Since | 2020 | 2004 |
| Dividend yield | 2.26% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +29.7% |
| CAGR 3Y | +17.2% | +16.0% |
| CAGR 5Y | +7.3% | +5.9% |
| Sharpe 3Y | 0.68 | 0.67 |
| Volatility 1Y | 17.84% | 16.77% |
| Max drawdown | -27.44% | -44.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.