SCJ vs GVLU

Comparison between ISHARES MSCI JAPAN SMALL-CAP ETF (SCJ, ETF) and GOTHAM 1000 VALUE ETF (GVLU, ETF).

SCJ vs GVLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCJ(ETF)	GVLU(ETF)
Net Assets	$234M	$233M
Expense Ratio	0.50%	0.50%
Max Drawdown	43.68%	22.93%
Sharpe Ratio	1.21	0.93
5Y Beta	0.59	0.77
P/E Ratio	N/A	16.84
Forward P/E	N/A	11.56
5Y Dividends CAGR	24.04%	N/A
5Y EPS CAGR	N/A	16.07%
Debt to Equity	N/A	35.66%
P/S Ratio	N/A	1.03
P/B Ratio	N/A	2.26

Net Assets

Winner

SCJ

$234M

GVLU

$233M

Expense Ratio

SCJ

0.50%

GVLU

0.50%

Max Drawdown

SCJ

43.68%

Winner

GVLU

22.93%

Sharpe Ratio

Winner

SCJ

1.21

GVLU

0.93

5Y Beta

Winner

SCJ

0.59

GVLU

0.77

P/E Ratio

SCJ

N/A

GVLU

16.84

Forward P/E

SCJ

N/A

GVLU

11.56

5Y Dividends CAGR

SCJ

24.04%

GVLU

N/A

5Y EPS CAGR

SCJ

N/A

GVLU

16.07%

Debt to Equity

SCJ

N/A

GVLU

35.66%

P/S Ratio

SCJ

N/A

GVLU

1.03

P/B Ratio

SCJ

N/A

GVLU

2.26

SCJ vs GVLU - Holdings Comparison

SCJ and GVLU have 1 common holdings. Overlap is -0.01%

SCJ's top 25 holdings weight is 13.69%. GVLU's top 25 holdings weight is 11.38%.

Rank	SCJ	GVLU
#1	KOKUSAI ELECTRIC CORP (n/a) - 1.08%	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.51%
#2	SUMCO CORP (n/a) - 0.86%	CROCS INC (CROX) - 0.50%
#3	ROHM CO LTD (n/a) - 0.76%	MERCURY GENERAL CORP (MCY) - 0.50%
#4	NITERRA CO LTD (n/a) - 0.70%	PAYPAL HOLDINGS INC (PYPL) - 0.49%
#5	TAIYO YUDEN CO LTD (n/a) - 0.69%	TD SYNNEX CORP (SNX) - 0.48%
#6	NGK CORP (n/a) - 0.65%	EXELIXIS INC (EXEL) - 0.48%
#7	SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.62%	TFI INTERNATIONAL INC (n/a) - 0.47%
#8	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.59%	BRINKER INTERNATIONAL INC (EAT) - 0.46%
#9	FUKUOKA FINANCIAL GROUP INC (n/a) - 0.57%	LULULEMON ATHLETICA INC (LULU) - 0.46%
#10	MEBUKI FINANCIAL GROUP INC (n/a) - 0.57%	ACCENTURE PLC CLASS A (ACN) - 0.45%
#11	YASKAWA ELECTRIC CORP (n/a) - 0.56%	KINROSS GOLD CORP (n/a) - 0.45%
#12	FOOD & LIFE COMPANIES LTD (n/a) - 0.55%	GENERAL MOTORS CO (GM) - 0.45%
#13	TOTO LTD (n/a) - 0.51%	NOV INC (NOV) - 0.44%
#14	SOJITZ CORP (n/a) - 0.51%	MAGNA INTERNATIONAL INC (n/a) - 0.44%
#15	NIPPON EXPRESS HOLDINGS INC (n/a) - 0.50%	SELECTIVE INSURANCE GROUP INC (SIGI) - 0.44%
#16	KYOTO FINANCIAL GROUP INC (n/a) - 0.49%	TRANSOCEAN LTD (RIG) - 0.44%
#17	MISUMI GROUP INC (n/a) - 0.48%	WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 0.44%
#18	NISSAN CHEMICAL CORP (n/a) - 0.47%	BATH & BODY WORKS INC (BBWI) - 0.44%
#19	HORIBA LTD (n/a) - 0.47%	EPAM SYSTEMS INC (EPAM) - 0.44%
#20	OMRON CORP (n/a) - 0.46%	OCCIDENTAL PETROLEUM CORP (OXY) - 0.44%
#21	DENTSU GROUP INC (n/a) - 0.32%	PEMBINA PIPELINE CORP (n/a) - 0.44%
#22	MITSUBISHI GAS CHEMICAL CO INC (n/a) - 0.32%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.43%
#23	TISI INC (n/a) - 0.32%	EVEREST GROUP LTD (EG) - 0.43%
#24	TOKYO SEIMITSU CO LTD (n/a) - 0.32%	MACY'S INC (M) - 0.43%
#25	KANDENKO CO LTD (n/a) - 0.32%	LINCOLN NATIONAL CORP (LNC) - 0.43%
Total Holdings	719	472

SCJ vs GVLU - Historical Returns

Returns include dividend reinvestment.

Period	SCJ	GVLU
1 month	-1.01%	+3.40%
3 months	+5.32%	+2.36%
6 months	+7.56%	+4.03%
1 year	+22.89%	+14.76%
5 years(CAGR)	+7.28%	+10.89%
10 years(CAGR)	+7.47%	N/A
Max(CAGR)	+5.94%	+10.89%

SCJ

-1.01%

Winner

GVLU

+3.40%

Winner

SCJ

+5.32%

GVLU

+2.36%

Winner

SCJ

+7.56%

GVLU

+4.03%

Winner

SCJ

+22.89%

GVLU

+14.76%

5Y(CAGR)

SCJ

+7.28%

Winner

GVLU

+10.89%

10Y(CAGR)

SCJ

+7.47%

GVLU

N/A

Max(CAGR)

SCJ

+5.94%

Winner

GVLU

+10.89%

SCJ vs GVLU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCJ	GVLU
2026	+12.72%	+8.51%
2025	+29.72%	+11.18%
2024	+4.07%	+11.01%
2023	+13.15%	+19.01%
2022	-12.73%	-3.79%
2021	-1.35%	N/A
2020	+6.59%	N/A
2019	+15.64%	N/A
2018	-17.56%	N/A
2017	+30.79%	N/A
2016	+9.93%	N/A
2015	+14.88%	N/A
2014	-1.33%	N/A
2013	+21.89%	N/A
2012	+3.63%	N/A
2011	-5.38%	N/A
2010	+15.88%	N/A
2009	+3.32%	N/A
2008	-20.70%	N/A
2007	-1.38%	N/A

SCJ vs GVLU Drawdown Comparison

The maximum drawdown for SCJ was -43.52%, occurring on Oct 10, 2008. Recovery took 684 trading sessions.

The maximum drawdown for GVLU was -20.81%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current SCJ drawdown is -5.46%. The current GVLU drawdown is -1.40%.

Rank	SCJ	GVLU
#1	-43.52% May 16, 2008 - Feb 3, 2011	-20.81% Nov 25, 2024 - Aug 22, 2025
#2	-38.86% Jan 26, 2018 - Feb 8, 2021	-16.95% Aug 16, 2022 - Nov 23, 2022
#3	-33.24% Sep 13, 2021 - May 23, 2025	-13.73% Feb 2, 2023 - Jul 24, 2023
#4	-19.37% Feb 28, 2011 - Jul 21, 2011	-11.60% Jun 8, 2022 - Aug 12, 2022
#5	-15.45% May 8, 2013 - Oct 17, 2013	-9.97% Jul 31, 2023 - Dec 1, 2023
#6	-15.43% Jul 22, 2011 - Mar 1, 2013	-8.14% Feb 26, 2026 - Jul 2, 2026
#7	-13.94% Aug 10, 2015 - Apr 18, 2016	-6.81% Nov 30, 2022 - Jan 23, 2023
#8	-13.50% Jan 2, 2008 - May 15, 2008	-6.77% Mar 28, 2024 - Jul 16, 2024
#9	-12.35% Jul 28, 2014 - Mar 20, 2015	-6.59% Jul 31, 2024 - Aug 23, 2024
#10	-12.17% Feb 27, 2026 - Jun 22, 2026	-5.27% Oct 3, 2025 - Nov 26, 2025
#11	-9.33% Jan 22, 2014 - Jun 18, 2014	-5.25% Sep 3, 2024 - Sep 27, 2024
#12	-7.61% Mar 19, 2021 - Sep 3, 2021	-3.43% Dec 26, 2023 - Jan 30, 2024
#13	-6.34% Oct 22, 2013 - Jan 21, 2014	-3.23% Oct 18, 2024 - Nov 6, 2024
#14	-6.01% Sep 16, 2025 - Dec 15, 2025	-3.10% Jul 17, 2024 - Jul 30, 2024
#15	-5.46% Jul 6, 2026 - Jul 23, 2026	-2.56% Feb 12, 2024 - Feb 22, 2024

Correlation

Correlation between SCJ and GVLU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

SCJ vs GVLU dividend yield comparison.

Year	SCJ	GVLU
2026	0.90%	0.00%
2025	3.14%	6.44%
2024	1.79%	2.88%
2023	1.99%	1.62%
2022	1.18%	0.98%
2021	1.87%	0.00%
2020	0.89%	0.00%
2019	1.85%	0.00%
2018	1.44%	0.00%
2017	1.45%	0.00%
2016	2.73%	0.00%
2015	1.53%	0.00%
2014	2.31%	0.00%
2013	1.85%	0.00%
2012	2.88%	0.00%
2011	2.48%	0.00%
2010	1.92%	0.00%
2009	2.08%	0.00%
2008	1.45%	0.00%
2007	0.04%	0.00%