IWN vs SCZ
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceIWN has outperformed SCZ, delivering a return of +8.9% compared to +5.5%
IWN vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWN
$15B
SCZ
$14B
Expense Ratio
Winner
IWN
0.24%
SCZ
0.40%
Max Drawdown
IWN
62.91%
Winner
SCZ
62.65%
Sharpe Ratio
Winner
IWN
1.75
SCZ
0.92
5Y Beta
IWN
0.96
Winner
SCZ
0.67
P/E Ratio
IWN
619.53
SCZ
N/A
Forward P/E
IWN
11.90
SCZ
N/A
5Y Dividends CAGR
IWN
9.67%
Winner
SCZ
16.32%
5Y EPS CAGR
IWN
6.29%
SCZ
N/A
Debt to Equity
IWN
42.08%
SCZ
N/A
P/S Ratio
IWN
1.28
SCZ
N/A
P/B Ratio
IWN
1.56
SCZ
N/A
IWN vs SCZ - Holdings Comparison
IWN and SCZ have 2 common holdings. Overlap is -0.04%
IWN's top 25 holdings weight is 12.88%. SCZ's top 25 holdings weight is 6.44%.
| Rank | IWN | SCZ |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | JPY CASH (n/a) - 0.38% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | COEUR MINING INC (CDE) - 0.66% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | HECLA MINING CO (HL) - 0.63% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | FLUOR CORP (FLR) - 0.52% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | SM ENERGY CO (SM) - 0.52% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | n/a (PRAX) - 0.50% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | IMI PLC (n/a) - 0.25% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | SOJITZ CORP (n/a) - 0.24% |
| #16 | VIASAT INC (VSAT) - 0.45% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | SSR MINING INC (SSRM) - 0.44% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | ALS LTD (n/a) - 0.22% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | ICG PLC (n/a) - 0.17% |
| #23 | VALARIS LTD (VAL) - 0.42% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | ENERSYS (ENS) - 0.42% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 1404 | 1984 |
IWN vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWN
+2.26%
SCZ
-0.99%
3M
Winner
IWN
+8.93%
SCZ
+1.31%
6M
Winner
IWN
+13.52%
SCZ
+4.01%
1Y
Winner
IWN
+38.80%
SCZ
+17.09%
5Y(CAGR)
Winner
IWN
+8.92%
SCZ
+5.46%
10Y(CAGR)
Winner
IWN
+10.29%
SCZ
+8.32%
Max(CAGR)
Winner
IWN
+9.54%
SCZ
+5.46%
IWN vs SCZ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | SCZ |
|---|---|---|
| 2026 | +22.67% | +7.47% |
| 2025 | +12.57% | +32.40% |
| 2024 | +8.00% | +2.77% |
| 2023 | +14.92% | +12.31% |
| 2022 | -15.78% | -21.61% |
| 2021 | +29.69% | +9.90% |
| 2020 | +4.78% | +10.70% |
| 2019 | +21.05% | +24.72% |
| 2018 | -13.73% | -18.18% |
| 2017 | +7.03% | +31.99% |
| 2016 | +34.63% | +3.60% |
| 2015 | -7.27% | +9.15% |
| 2014 | +5.30% | -4.99% |
| 2013 | +30.27% | +26.25% |
| 2012 | +15.86% | +17.53% |
| 2011 | -7.51% | -16.00% |
| 2010 | +21.53% | +18.39% |
| 2009 | +20.24% | +41.36% |
| 2008 | -27.94% | -47.82% |
| 2007 | -10.53% | -0.31% |
| 2006 | +21.09% | N/A |
| 2005 | +5.60% | N/A |
| 2004 | +20.92% | N/A |
| 2003 | +41.77% | N/A |
| 2002 | -12.06% | N/A |
| 2001 | +16.04% | N/A |
| 2000 | +13.82% | N/A |
IWN vs SCZ Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current IWN drawdown is -0.57%. The current SCZ drawdown is -2.82%.
| Rank | IWN | SCZ |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -4.39% May 29, 2026 - Jun 10, 2026 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between IWN and SCZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWN vs SCZ dividend yield comparison.
| Year | IWN | SCZ |
|---|---|---|
| 2026 | 0.58% | 1.41% |
| 2025 | 1.70% | 3.30% |
| 2024 | 1.80% | 3.50% |
| 2023 | 2.04% | 2.96% |
| 2022 | 2.12% | 1.99% |
| 2021 | 1.48% | 2.96% |
| 2020 | 1.60% | 1.52% |
| 2019 | 1.92% | 3.52% |
| 2018 | 1.99% | 2.79% |
| 2017 | 1.78% | 2.38% |
| 2016 | 1.74% | 2.82% |
| 2015 | 2.15% | 2.06% |
| 2014 | 1.88% | 2.61% |
| 2013 | 1.77% | 2.39% |
| 2012 | 2.50% | 3.26% |
| 2011 | 2.03% | 3.28% |
| 2010 | 1.63% | 2.84% |
| 2009 | 1.82% | 2.28% |
| 2008 | 2.46% | 2.79% |
| 2007 | 2.03% | 0.08% |
| 2006 | 1.59% | 0.00% |
| 2005 | 1.76% | 0.00% |
| 2004 | 1.38% | 0.00% |
| 2003 | 1.24% | 0.00% |
| 2002 | 1.89% | 0.00% |
| 2001 | 1.84% | 0.00% |
| 2000 | 0.76% | 0.00% |
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