ISCF vs SFY
Comparison between ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed ISCF, delivering a return of +13.3% compared to +8.4%
ISCF vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCF
$658M
SFY
$656M
Expense Ratio
ISCF
0.24%
Winner
SFY
0.05%
Max Drawdown
ISCF
43.64%
Winner
SFY
33.25%
Sharpe Ratio
ISCF
0.91
Winner
SFY
1.14
5Y Beta
Winner
ISCF
0.71
SFY
1.14
P/E Ratio
ISCF
N/A
SFY
26.88
Forward P/E
ISCF
N/A
SFY
19.19
5Y Dividends CAGR
Winner
ISCF
14.89%
SFY
9.58%
5Y EPS CAGR
ISCF
N/A
SFY
39.81%
Debt to Equity
ISCF
N/A
SFY
34.11%
P/S Ratio
ISCF
N/A
SFY
4.31
P/B Ratio
ISCF
N/A
SFY
6.05
ISCF vs SFY - Holdings Comparison
ISCF and SFY have 1 common holdings. Overlap is -0.03%
ISCF's top 25 holdings weight is 10.93%. SFY's top 25 holdings weight is 54.40%.
| Rank | ISCF | SFY |
|---|---|---|
| #1 | ABN AMRO BANK NV (n/a) - 1.13% | NVIDIA CORP (NVDA) - 15.07% |
| #2 | BANCO DE SABADELL SA (n/a) - 0.82% | MICROSOFT CORP (MSFT) - 4.98% |
| #3 | CENTERRA GOLD INC (n/a) - 0.54% | APPLE INC (AAPL) - 4.63% |
| #4 | FINNING INTERNATIONAL INC (FINGF) - 0.50% | BROADCOM INC (AVGO) - 4.14% |
| #5 | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.50% | AMAZON.COM INC (AMZN) - 3.18% |
| #6 | ISS AS (n/a) - 0.49% | MICRON TECHNOLOGY INC (MU) - 3.01% |
| #7 | LOGITECH INTERNATIONAL SA (n/a) - 0.48% | ELI LILLY AND CO (LLY) - 2.49% |
| #8 | DPM METALS INC (n/a) - 0.48% | ALPHABET INC CLASS A (GOOGL) - 2.12% |
| #9 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.47% | ALPHABET INC CLASS C (GOOG) - 1.99% |
| #10 | VAT GROUP AG (n/a) - 0.46% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #11 | ASR NEDERLAND NV (n/a) - 0.42% | n/a (PLTR) - 1.47% |
| #12 | HELVETIA BALOISE HOLDING AG (n/a) - 0.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.38% |
| #13 | KLEPIERRE (n/a) - 0.39% | TESLA INC (TSLA) - 1.09% |
| #14 | BRITISH LAND CO PLC (n/a) - 0.38% | INTEL CORP (INTC) - 1.00% |
| #15 | n/a (n/a) - 0.38% | JPMORGAN CHASE & CO (JPM) - 0.88% |
| #16 | AL SYDBANK AS (n/a) - 0.37% | WALMART INC (WMT) - 0.86% |
| #17 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.36% | ABBVIE INC (ABBV) - 0.78% |
| #18 | SWISSQUOTE GROUP HOLDING SA (n/a) - 0.36% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #19 | NKT AS (n/a) - 0.36% | LAM RESEARCH CORP (LRCX) - 0.68% |
| #20 | SANKI ENGINEERING CO LTD (n/a) - 0.35% | VISA INC CLASS A (V) - 0.65% |
| #21 | KITZ CORP (n/a) - 0.26% | THE GOLDMAN SACHS GROUP INC (GS) - 0.27% |
| #22 | n/a (n/a) - 0.26% | SERVICENOW INC (NOW) - 0.26% |
| #23 | GECINA NOM (n/a) - 0.26% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| #24 | QIAGEN NV (QGEN) - 0.26% | NEWMONT CORP (NEM) - 0.25% |
| #25 | OIL REFINERIES LTD (n/a) - 0.26% | INTUITIVE SURGICAL INC (ISRG) - 0.24% |
| Total Holdings | 1141 | 458 |
ISCF vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCF
+5.84%
SFY
+4.32%
3M
Winner
ISCF
+4.16%
SFY
+2.06%
6M
ISCF
+3.27%
Winner
SFY
+13.75%
1Y
ISCF
+19.02%
Winner
SFY
+23.75%
5Y(CAGR)
ISCF
+8.37%
Winner
SFY
+13.32%
10Y(CAGR)
ISCF
+9.61%
SFY
N/A
Max(CAGR)
ISCF
+8.87%
Winner
SFY
+16.72%
ISCF vs SFY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ISCF | SFY |
|---|---|---|
| 2026 | +12.70% | +14.56% |
| 2025 | +34.44% | +22.30% |
| 2024 | +6.29% | +30.12% |
| 2023 | +11.76% | +29.00% |
| 2022 | -15.12% | -24.38% |
| 2021 | +12.61% | +28.54% |
| 2020 | +6.63% | +22.23% |
| 2019 | +26.29% | +12.42% |
| 2018 | -19.49% | N/A |
| 2017 | +37.47% | N/A |
| 2016 | -1.26% | N/A |
| 2015 | +1.67% | N/A |
ISCF vs SFY Drawdown Comparison
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SFY drawdown is -2.38%.
| Rank | ISCF | SFY |
|---|---|---|
| #1 | -40.80% Jan 26, 2018 - Dec 4, 2020 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -30.65% Sep 3, 2021 - Sep 19, 2024 | -28.36% Dec 27, 2021 - Feb 7, 2024 |
| #3 | -17.18% Jul 9, 2015 - Sep 26, 2016 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -13.25% Mar 19, 2025 - Apr 24, 2025 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -11.34% Feb 26, 2026 - Aug 4, 2026 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -9.19% Sep 26, 2024 - Mar 17, 2025 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -7.97% Sep 28, 2016 - Feb 3, 2017 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -6.33% Oct 6, 2025 - Dec 11, 2025 | -7.01% Jun 2, 2026 - Aug 7, 2026 |
| #9 | -6.17% May 22, 2015 - Jul 9, 2015 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #10 | -4.82% Feb 16, 2021 - Mar 17, 2021 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -4.11% Jun 14, 2021 - Jul 26, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -3.92% May 7, 2021 - May 28, 2021 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -3.10% Jan 21, 2021 - Feb 5, 2021 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -3.09% Aug 3, 2021 - Aug 30, 2021 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between ISCF and SFY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
ISCF vs SFY dividend yield comparison.
| Year | ISCF | SFY |
|---|---|---|
| 2026 | 1.78% | 0.42% |
| 2025 | 3.76% | 0.96% |
| 2024 | 4.29% | 0.60% |
| 2023 | 3.94% | 0.28% |
| 2022 | 2.73% | 0.32% |
| 2021 | 3.93% | 0.18% |
| 2020 | 2.30% | 0.24% |
| 2019 | 2.87% | 0.20% |
| 2018 | 2.14% | 0.00% |
| 2017 | 1.97% | 0.00% |
| 2016 | 2.89% | 0.00% |
| 2015 | 1.46% | 0.00% |
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