Screener
SVAL vs ISCG
iShares US Small Cap Value Factor ETF vs iShares Morningstar Small-Cap Growth ETF
Key differences
Both SVAL and ISCG are equity ETFs. SVAL charges 0.20% a year and ISCG 0.06%. The main difference: ISCG costs 0.14% less per year.
- ISCG costs 0.14% less per year.
- ISCG is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | ISCG | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.06% |
| Fund size (AUM) | $187M | $965M |
| Since | 2020 | 2004 |
| Dividend yield | 2.26% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +30.3% |
| CAGR 3Y | +17.2% | +16.5% |
| CAGR 5Y | +7.3% | +5.2% |
| Sharpe 3Y | 0.68 | 0.68 |
| Volatility 1Y | 17.84% | 18.61% |
| Max drawdown | -27.44% | -41.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.