IGV vs SCZ
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceSCZ has outperformed IGV, delivering a return of +6.1% compared to +4.8%
IGV vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGV
$13B
SCZ
$13B
Expense Ratio
Winner
IGV
0.38%
SCZ
0.40%
Max Drawdown
IGV
63.45%
Winner
SCZ
62.65%
Sharpe Ratio
IGV
-0.07
Winner
SCZ
0.95
5Y Beta
IGV
1.21
Winner
SCZ
0.66
P/E Ratio
IGV
72.08
SCZ
N/A
Forward P/E
IGV
24.96
SCZ
N/A
5Y Dividends CAGR
IGV
3.86%
Winner
SCZ
16.32%
5Y EPS CAGR
IGV
26.06%
SCZ
N/A
Debt to Equity
IGV
39.37%
SCZ
N/A
P/S Ratio
IGV
7.95
SCZ
N/A
P/B Ratio
IGV
7.55
SCZ
N/A
IGV vs SCZ - Holdings Comparison
IGV and SCZ have 1 common holdings. Overlap is -0.01%
IGV's top 25 holdings weight is 85.26%. SCZ's top 25 holdings weight is 5.88%.
| Rank | IGV | SCZ |
|---|---|---|
| #1 | PALO ALTO NETWORKS INC (PANW) - 10.33% | DIPLOMA PLC (n/a) - 0.36% |
| #2 | n/a (PLTR) - 10.23% | KOKUSAI ELECTRIC CORP (n/a) - 0.33% |
| #3 | MICROSOFT CORP (MSFT) - 9.65% | BLUESCOPE STEEL LTD (n/a) - 0.29% |
| #4 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.50% | IMI PLC (n/a) - 0.28% |
| #5 | ORACLE CORP (ORCL) - 5.50% | BEAZLEY PLC (n/a) - 0.27% |
| #6 | SALESFORCE INC (CRM) - 5.36% | WEIR GROUP PLC (n/a) - 0.26% |
| #7 | SERVICENOW INC (NOW) - 4.40% | ROHM CO LTD (n/a) - 0.25% |
| #8 | ADOBE INC (ADBE) - 3.57% | STOREBRAND ASA (n/a) - 0.24% |
| #9 | FORTINET INC (FTNT) - 3.38% | SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.24% |
| #10 | INTUIT INC (INTU) - 3.11% | NITERRA CO LTD (n/a) - 0.24% |
| #11 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.02% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.24% |
| #12 | DATADOG INC CLASS A (DDOG) - 2.73% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.23% |
| #13 | SYNOPSYS INC (SNPS) - 2.64% | SPIE SA (n/a) - 0.23% |
| #14 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.61% | ST JAMES'S PLACE PLC (n/a) - 0.23% |
| #15 | AUTODESK INC (ADSK) - 1.78% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #16 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.46% | ALS LTD (n/a) - 0.23% |
| #17 | ROPER TECHNOLOGIES INC (ROP) - 1.35% | NKT AS (n/a) - 0.22% |
| #18 | WORKDAY INC CLASS A (WDAY) - 1.24% | MEBUKI FINANCIAL GROUP INC (n/a) - 0.22% |
| #19 | STRATEGY INC CLASS A (MSTR) - 1.06% | SUMCO CORP (n/a) - 0.22% |
| #20 | ZOOM COMMUNICATIONS INC (ZM) - 0.94% | NGK CORP (n/a) - 0.22% |
| #21 | ATLASSIAN CORP CLASS A (TEAM) - 0.82% | NEXANS (n/a) - 0.17% |
| #22 | FAIR ISAAC CORP (FICO) - 0.81% | JB HI FI LTD (n/a) - 0.17% |
| #23 | ZSCALER INC (ZS) - 0.62% | SSAB AB (PUBL) CLASS B (n/a) - 0.17% |
| #24 | PTC INC (PTC) - 0.58% | ANDRITZ AG (n/a) - 0.17% |
| #25 | NUTANIX INC CLASS A (NTNX) - 0.57% | MISUMI GROUP INC (n/a) - 0.17% |
| Total Holdings | 110 | 2029 |
IGV vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+12.58%
SCZ
+4.46%
3M
Winner
IGV
+11.80%
SCZ
+3.17%
6M
Winner
IGV
+27.99%
SCZ
+2.92%
1Y
IGV
-2.43%
Winner
SCZ
+19.17%
5Y(CAGR)
IGV
+4.80%
Winner
SCZ
+6.06%
10Y(CAGR)
Winner
IGV
+16.70%
SCZ
+8.33%
Max(CAGR)
Winner
IGV
+9.73%
SCZ
+5.68%
IGV vs SCZ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | SCZ |
|---|---|---|
| 2026 | +0.75% | +12.26% |
| 2025 | +5.79% | +32.40% |
| 2024 | +26.94% | +2.77% |
| 2023 | +58.23% | +12.31% |
| 2022 | -34.91% | -21.61% |
| 2021 | +14.54% | +9.90% |
| 2020 | +50.16% | +10.70% |
| 2019 | +35.03% | +24.72% |
| 2018 | +11.20% | -18.18% |
| 2017 | +40.67% | +31.99% |
| 2016 | +8.07% | +3.60% |
| 2015 | +12.72% | +9.15% |
| 2014 | +14.13% | -4.99% |
| 2013 | +26.84% | +26.25% |
| 2012 | +15.96% | +17.53% |
| 2011 | -8.47% | -16.00% |
| 2010 | +22.65% | +18.39% |
| 2009 | +41.64% | +41.36% |
| 2008 | -37.28% | -47.82% |
| 2007 | +15.64% | -0.31% |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs SCZ Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current IGV drawdown is -12.23%. The current SCZ drawdown is -0.62%.
| Rank | IGV | SCZ |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -4.39% May 29, 2026 - Aug 4, 2026 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between IGV and SCZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2003 - 2026)
IGV vs SCZ dividend yield comparison.
| Year | IGV | SCZ |
|---|---|---|
| 2026 | 0.02% | 1.35% |
| 2025 | 0.00% | 3.30% |
| 2024 | 0.00% | 3.50% |
| 2023 | 0.01% | 2.96% |
| 2022 | 0.01% | 1.99% |
| 2021 | 0.00% | 2.96% |
| 2020 | 0.35% | 1.52% |
| 2019 | 0.02% | 3.52% |
| 2018 | 0.16% | 2.79% |
| 2017 | 0.09% | 2.38% |
| 2016 | 0.82% | 2.82% |
| 2015 | 0.22% | 2.06% |
| 2014 | 0.29% | 2.61% |
| 2013 | 0.33% | 2.39% |
| 2012 | 0.27% | 3.26% |
| 2011 | 0.04% | 3.28% |
| 2010 | 0.00% | 2.84% |
| 2009 | 0.00% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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