IWS vs SCZ
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceIWS has outperformed SCZ, delivering a return of +8.7% compared to +5.0%
IWS vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWS
$15B
SCZ
$15B
Expense Ratio
Winner
IWS
0.23%
SCZ
0.40%
Max Drawdown
IWS
63.92%
Winner
SCZ
62.65%
Sharpe Ratio
Winner
IWS
1.61
SCZ
1.21
5Y Beta
IWS
0.82
Winner
SCZ
0.67
P/E Ratio
IWS
26.35
SCZ
N/A
Forward P/E
IWS
17.10
SCZ
N/A
5Y Dividends CAGR
IWS
7.60%
Winner
SCZ
10.71%
5Y EPS CAGR
IWS
11.91%
SCZ
N/A
Debt to Equity
IWS
0.65%
SCZ
N/A
P/S Ratio
IWS
1.70
SCZ
N/A
P/B Ratio
IWS
2.83
SCZ
N/A
IWS vs SCZ - Holdings Comparison
IWS and SCZ have 2 common holdings. Overlap is 0.04%
IWS's top 25 holdings weight is 19.30%. SCZ's top 25 holdings weight is 6.44%.
| Rank | IWS | SCZ |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.26% | JPY CASH (n/a) - 0.38% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.76% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | CORNING INC (GLW) - 1.44% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | CUMMINS INC (CMI) - 0.85% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | CIENA CORP (CIEN) - 0.81% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 0.73% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | VALERO ENERGY CORP (VLO) - 0.72% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.69% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | COHERENT CORP (COHR) - 0.69% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | PHILLIPS 66 (PSX) - 0.63% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | LUMENTUM HOLDINGS INC (LITE) - 0.62% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | DIGITAL REALTY TRUST INC (DLR) - 0.59% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | BAKER HUGHES CO CLASS A (BKR) - 0.59% | IMI PLC (n/a) - 0.25% |
| #15 | UNITED RENTALS INC (URI) - 0.58% | SOJITZ CORP (n/a) - 0.24% |
| #16 | FORD MOTOR CO (F) - 0.58% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | n/a (WBD) - 0.58% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | TERADYNE INC (TER) - 0.57% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 0.56% | ALS LTD (n/a) - 0.22% |
| #20 | NUCOR CORP (NUE) - 0.55% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.55% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | FLEX LTD (FLEX) - 0.54% | ICG PLC (n/a) - 0.17% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.53% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | ROSS STORES INC (ROST) - 0.52% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 693 | 1984 |
IWS vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWS
+3.80%
SCZ
-0.23%
3M
Winner
IWS
+13.26%
SCZ
+7.64%
6M
Winner
IWS
+15.28%
SCZ
+11.43%
1Y
Winner
IWS
+27.58%
SCZ
+22.15%
5Y(CAGR)
Winner
IWS
+8.68%
SCZ
+5.01%
10Y(CAGR)
Winner
IWS
+10.47%
SCZ
+8.48%
Max(CAGR)
Winner
IWS
+9.92%
SCZ
+5.56%
IWS vs SCZ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | SCZ |
|---|---|---|
| 2026 | +15.16% | +8.75% |
| 2025 | +11.21% | +32.40% |
| 2024 | +13.15% | +2.77% |
| 2023 | +12.89% | +12.31% |
| 2022 | -12.25% | -21.61% |
| 2021 | +30.37% | +9.90% |
| 2020 | +5.02% | +10.70% |
| 2019 | +27.04% | +24.72% |
| 2018 | -12.90% | -18.18% |
| 2017 | +12.25% | +31.99% |
| 2016 | +20.88% | +3.60% |
| 2015 | -5.09% | +9.15% |
| 2014 | +15.69% | -4.99% |
| 2013 | +30.20% | +26.25% |
| 2012 | +17.01% | +17.53% |
| 2011 | -2.83% | -16.00% |
| 2010 | +22.53% | +18.39% |
| 2009 | +30.81% | +41.36% |
| 2008 | -37.02% | -47.82% |
| 2007 | -1.77% | -0.31% |
| 2006 | +18.55% | N/A |
| 2005 | +14.38% | N/A |
| 2004 | +23.59% | N/A |
| 2003 | +34.22% | N/A |
| 2002 | -10.03% | N/A |
| 2001 | +2.75% | N/A |
IWS vs SCZ Drawdown Comparison
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current SCZ drawdown is -1.66%.
| Rank | IWS | SCZ |
|---|---|---|
| #1 | -62.39% Jun 4, 2007 - Sep 6, 2012 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -30.36% Apr 10, 2002 - Sep 2, 2003 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -17.20% Aug 3, 2001 - Jan 4, 2002 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -8.91% Mar 5, 2004 - Sep 7, 2004 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -7.80% May 10, 2006 - Sep 26, 2006 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -4.39% May 29, 2026 - Jun 10, 2026 |
| #14 | -7.25% Mar 7, 2005 - Jun 13, 2005 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -7.19% May 20, 2013 - Jul 12, 2013 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between IWS and SCZ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
IWS vs SCZ dividend yield comparison.
| Year | IWS | SCZ |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 1.53% | 3.30% |
| 2024 | 1.50% | 3.50% |
| 2023 | 1.76% | 2.96% |
| 2022 | 1.93% | 1.99% |
| 2021 | 1.39% | 2.96% |
| 2020 | 1.87% | 1.52% |
| 2019 | 1.97% | 3.52% |
| 2018 | 2.53% | 2.79% |
| 2017 | 1.96% | 2.38% |
| 2016 | 2.10% | 2.82% |
| 2015 | 2.14% | 2.06% |
| 2014 | 1.84% | 2.61% |
| 2013 | 1.71% | 2.39% |
| 2012 | 2.09% | 3.26% |
| 2011 | 2.12% | 3.28% |
| 2010 | 1.95% | 2.84% |
| 2009 | 2.09% | 2.28% |
| 2008 | 3.09% | 2.79% |
| 2007 | 2.29% | 0.08% |
| 2006 | 1.83% | 0.00% |
| 2005 | 1.95% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 1.70% | 0.00% |
| 2002 | 1.91% | 0.00% |
| 2001 | 0.86% | 0.00% |
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