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ISVLiShares International Developed Small Cap Value Factor ETF

Grow my money5y track recordRanked #784 of 3,051 in this goal

Tracks the investment results of an index composed of international developed market small-capitalization stocks with prominent value characteristics.

By iShares · Launched 2021

Annual Cost

0.31%

#1,499 of 6,035 · low cost

Fund Size

$339M

#1,969 of 6,035 · large

Return (1Y)

+24.5%

Track Record

5 years

#2,296 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,372+23.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Value

Index tracked

FTSE Developed ex US ex Korea Small Cap Focused Value Index

Holdings

By weight

Concentration

Top 10 holdings = 9.9% of funddiversified

BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
1.1%
Subsea 7 S.A.
1.1%
NKT A/S
1.1%
AEDIFICA NV
1.0%
Nordnet AB (publ)
1.0%
Konecranes Oyj
1.0%
Technip Energies N.V.
1.0%
IG GROUP HOLDINGS PLC
1.0%
Galenica AG
0.9%
LONDONMETRIC PROPERTY PLC
0.8%

Asset allocation

Stocks
98.3%
Other
1.0%
Cash
0.7%

By sector

Financial Services
24.1%
Industrials
23.5%
Basic Materials
11.6%
Consumer Cyclical
9.6%
Real Estate
7.1%
Energy
6.7%
Consumer Defensive
5.7%
Technology
4.0%
Other
7.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.9%Moderate

Year-on-year price swings

Max drawdown
-30.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.25Strong risk-adjusted returns
Sortino (3Y)
1.88Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of an index composed of international developed market small-capitalization stocks with prominent value characteristics.
Strategy
Seeks to track the investment results of the FTSE Developed ex US ex Korea Small Cap Focused Value Index, which measures international developed market small-capitalization companies with value characteristics. The Fund invests primarily in small-cap stocks, aiming for investment results that reflect the index's performance.
Inception date
March 23, 2021
Fund family
iShares

Next steps

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Data updated on 2026-09-18