ISCF vs XVV
Comparison between ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
5-Year PerformanceXVV has outperformed ISCF, delivering a return of +13.1% compared to +7.8%
ISCF vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISCF
$652M
Winner
XVV
$653M
Expense Ratio
ISCF
0.24%
Winner
XVV
0.08%
Max Drawdown
ISCF
43.64%
Winner
XVV
27.99%
Sharpe Ratio
ISCF
1.08
Winner
XVV
1.35
5Y Beta
Winner
ISCF
0.71
XVV
1.02
P/E Ratio
ISCF
N/A
XVV
27.75
Forward P/E
ISCF
N/A
XVV
22.20
5Y Dividends CAGR
ISCF
14.89%
Winner
XVV
25.81%
5Y EPS CAGR
ISCF
N/A
XVV
26.76%
Debt to Equity
ISCF
N/A
XVV
27.43%
P/S Ratio
ISCF
N/A
XVV
3.82
P/B Ratio
ISCF
N/A
XVV
5.73
ISCF vs XVV - Holdings Comparison
ISCF and XVV have 1 common holdings. Overlap is -0.03%
ISCF's top 25 holdings weight is 11.07%. XVV's top 25 holdings weight is 56.00%.
| Rank | ISCF | XVV |
|---|---|---|
| #1 | ABN AMRO BANK NV (n/a) - 1.00% | NVIDIA CORP (NVDA) - 8.91% |
| #2 | BANCO DE SABADELL SA (n/a) - 0.71% | APPLE INC (AAPL) - 7.78% |
| #3 | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.64% | MICROSOFT CORP (MSFT) - 5.37% |
| #4 | FINNING INTERNATIONAL INC (FINGF) - 0.60% | AMAZON.COM INC (AMZN) - 4.21% |
| #5 | LOGITECH INTERNATIONAL SA (n/a) - 0.56% | ALPHABET INC CLASS A (GOOGL) - 3.74% |
| #6 | n/a (n/a) - 0.49% | BROADCOM INC (AVGO) - 3.30% |
| #7 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.47% | ALPHABET INC CLASS C (GOOG) - 3.00% |
| #8 | ACERINOX SA (n/a) - 0.47% | META PLATFORMS INC CLASS A (META) - 2.25% |
| #9 | ISS AS (n/a) - 0.46% | TESLA INC (TSLA) - 2.02% |
| #10 | VAT GROUP AG (n/a) - 0.45% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #11 | NKT AS (n/a) - 0.42% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | CENTERRA GOLD INC (n/a) - 0.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% |
| #13 | ACCIONA SA (n/a) - 0.40% | JPMORGAN CHASE & CO (JPM) - 1.47% |
| #14 | SEIKOH GIKEN CO LTD (n/a) - 0.40% | VISA INC CLASS A (V) - 0.94% |
| #15 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.40% | INTEL CORP (INTC) - 0.91% |
| #16 | ASR NEDERLAND NV (n/a) - 0.39% | CISCO SYSTEMS INC (CSCO) - 0.86% |
| #17 | SANKI ENGINEERING CO LTD (n/a) - 0.39% | COSTCO WHOLESALE CORP (COST) - 0.76% |
| #18 | HELVETIA BALOISE HOLDING AG (n/a) - 0.38% | CATERPILLAR INC (CAT) - 0.75% |
| #19 | MACMAHON HOLDINGS LTD (n/a) - 0.37% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #20 | KLEPIERRE (n/a) - 0.36% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #21 | IG GROUP HOLDINGS PLC (n/a) - 0.26% | MASTERCARD INC CLASS A (MA) - 0.69% |
| #22 | HELIA GROUP LTD (n/a) - 0.26% | ABBVIE INC (ABBV) - 0.69% |
| #23 | SALZGITTER AG (n/a) - 0.26% | UNITEDHEALTH GROUP INC (UNH) - 0.65% |
| #24 | GECINA NOM (n/a) - 0.26% | ORACLE CORP (ORCL) - 0.63% |
| #25 | KITZ CORP (n/a) - 0.26% | BANK OF AMERICA CORP (BAC) - 0.62% |
| Total Holdings | 1098 | 444 |
ISCF vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCF
+0.12%
XVV
+0.02%
3M
ISCF
+4.88%
Winner
XVV
+10.87%
6M
Winner
ISCF
+9.91%
XVV
+9.29%
1Y
ISCF
+21.65%
Winner
XVV
+23.99%
5Y(CAGR)
ISCF
+7.83%
Winner
XVV
+13.08%
10Y(CAGR)
ISCF
+9.59%
XVV
N/A
Max(CAGR)
ISCF
+8.50%
Winner
XVV
+16.74%
ISCF vs XVV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ISCF | XVV |
|---|---|---|
| 2026 | +6.73% | +7.33% |
| 2025 | +34.44% | +17.90% |
| 2024 | +6.29% | +26.84% |
| 2023 | +11.76% | +30.13% |
| 2022 | -15.12% | -21.90% |
| 2021 | +12.61% | +31.27% |
| 2020 | +6.63% | +16.13% |
| 2019 | +26.29% | N/A |
| 2018 | -19.49% | N/A |
| 2017 | +37.47% | N/A |
| 2016 | -1.26% | N/A |
| 2015 | +1.67% | N/A |
ISCF vs XVV Drawdown Comparison
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current ISCF drawdown is -2.34%. The current XVV drawdown is -2.79%.
| Rank | ISCF | XVV |
|---|---|---|
| #1 | -40.80% Jan 26, 2018 - Dec 4, 2020 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -30.65% Sep 3, 2021 - Sep 19, 2024 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -17.18% Jul 9, 2015 - Sep 26, 2016 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -13.25% Mar 19, 2025 - Apr 24, 2025 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -11.34% Feb 26, 2026 - Mar 27, 2026 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -9.19% Sep 26, 2024 - Mar 17, 2025 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -7.97% Sep 28, 2016 - Feb 3, 2017 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -6.33% Oct 6, 2025 - Dec 11, 2025 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -6.17% May 22, 2015 - Jul 9, 2015 | -4.67% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -4.82% Feb 16, 2021 - Mar 17, 2021 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -4.11% Jun 14, 2021 - Jul 26, 2021 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -3.92% May 7, 2021 - May 28, 2021 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #13 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #14 | -3.10% Jan 21, 2021 - Feb 5, 2021 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -3.09% Aug 3, 2021 - Aug 30, 2021 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between ISCF and XVV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
ISCF vs XVV dividend yield comparison.
| Year | ISCF | XVV |
|---|---|---|
| 2026 | 1.87% | 0.45% |
| 2025 | 3.76% | 0.94% |
| 2024 | 4.29% | 1.05% |
| 2023 | 3.94% | 1.25% |
| 2022 | 2.73% | 1.57% |
| 2021 | 3.93% | 0.81% |
| 2020 | 2.30% | 0.31% |
| 2019 | 2.87% | 0.00% |
| 2018 | 2.14% | 0.00% |
| 2017 | 1.97% | 0.00% |
| 2016 | 2.89% | 0.00% |
| 2015 | 1.46% | 0.00% |
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