SCZ vs DFUV

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).

SCZ vs DFUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCZ(ETF)	DFUV(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.40%	0.21%
Max Drawdown	62.65%	18.26%
Sharpe Ratio	1.74	2.16
5Y Beta	0.65	0.79
P/E Ratio	N/A	20.10
Forward P/E	N/A	14.42
5Y Dividends CAGR	10.71%	N/A
5Y EPS CAGR	N/A	12.72%
Debt to Equity	N/A	37.58%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.36

Net Assets

SCZ

$13B

DFUV

$13B

Expense Ratio

SCZ

0.40%

Winner

DFUV

0.21%

Max Drawdown

SCZ

62.65%

Winner

DFUV

18.26%

Sharpe Ratio

SCZ

1.74

Winner

DFUV

2.16

5Y Beta

Winner

SCZ

0.65

DFUV

0.79

P/E Ratio

SCZ

N/A

DFUV

20.10

Forward P/E

SCZ

N/A

DFUV

14.42

5Y Dividends CAGR

SCZ

10.71%

DFUV

N/A

5Y EPS CAGR

SCZ

N/A

DFUV

12.72%

Debt to Equity

SCZ

N/A

DFUV

37.58%

P/S Ratio

SCZ

N/A

DFUV

1.73

P/B Ratio

SCZ

N/A

DFUV

2.36

SCZ vs DFUV - Holdings Comparison

SCZ and DFUV have 2 common holdings. Overlap is -0.04%

SCZ's top 25 holdings weight is 6.44%. DFUV's top 25 holdings weight is 37.16%.

Rank	SCZ	DFUV
#1	JPY CASH (n/a) - 0.38%	JPMORGAN CHASE & CO (JPM) - 4.33%
#2	FURUKAWA ELECTRIC CO LTD (n/a) - 0.36%	EXXON MOBIL CORP (XOM) - 3.58%
#3	PLS GROUP LTD (n/a) - 0.34%	MICRON TECHNOLOGY INC (MU) - 3.06%
#4	DIPLOMA PLC (n/a) - 0.32%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69%
#5	RESONAC HOLDINGS CORP (n/a) - 0.32%	JOHNSON & JOHNSON (JNJ) - 2.59%
#6	MITSUI KINZOKU CO LTD (n/a) - 0.30%	AMAZON.COM INC (AMZN) - 2.35%
#7	BEAZLEY PLC (n/a) - 0.30%	CHEVRON CORP (CVX) - 2.10%
#8	WEIR GROUP PLC (n/a) - 0.29%	CISCO SYSTEMS INC (CSCO) - 1.81%
#9	PSP SWISS PROPERTY AG (n/a) - 0.27%	UNITEDHEALTH GROUP INC (UNH) - 1.48%
#10	SANWA HOLDINGS CORP (n/a) - 0.26%	LINDE PLC (LIN) - 1.26%
#11	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26%	INTEL CORP (INTC) - 1.17%
#12	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26%	VERIZON COMMUNICATIONS INC (VZ) - 1.14%
#13	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25%	ADVANCED MICRO DEVICES INC (AMD) - 1.12%
#14	IMI PLC (n/a) - 0.25%	AT&T INC (T) - 1.12%
#15	SOJITZ CORP (n/a) - 0.24%	BANK OF AMERICA CORP (BAC) - 1.08%
#16	ST JAMES'S PLACE PLC (n/a) - 0.24%	THE GOLDMAN SACHS GROUP INC (GS) - 1.05%
#17	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%	WELLS FARGO & CO (WFC) - 0.95%
#18	BLUESCOPE STEEL LTD (n/a) - 0.23%	CONOCOPHILLIPS (COP) - 0.92%
#19	ALS LTD (n/a) - 0.22%	RTX CORP (RTX) - 0.84%
#20	STOREBRAND ASA (n/a) - 0.22%	PFIZER INC (PFE) - 0.81%
#21	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22%	CAPITAL ONE FINANCIAL CORP (COF) - 0.35%
#22	ICG PLC (n/a) - 0.17%	DANAHER CORP (DHR) - 0.35%
#23	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34%
#24	HOWDEN JOINERY GROUP PLC (n/a) - 0.17%	AIR PRODUCTS AND CHEMICALS INC (APD) - 0.34%
#25	GALENICA LTD (n/a) - 0.17%	OCCIDENTAL PETROLEUM CORP (OXY) - 0.33%
Total Holdings	1984	1259

SCZ vs DFUV - Historical Returns

Returns include dividend reinvestment.

Period	SCZ	DFUV
1 month	+3.48%	+4.76%
3 months	+1.61%	+4.00%
6 months	+15.82%	+17.84%
1 year	+31.32%	+32.60%
5 years(CAGR)	+5.47%	N/A
10 years(CAGR)	+8.53%	N/A
Max(CAGR)	+5.64%	+13.75%

SCZ

+3.48%

Winner

DFUV

+4.76%

SCZ

+1.61%

Winner

DFUV

+4.00%

SCZ

+15.82%

Winner

DFUV

+17.84%

SCZ

+31.32%

Winner

DFUV

+32.60%

5Y(CAGR)

SCZ

+5.47%

DFUV

N/A

10Y(CAGR)

SCZ

+8.53%

DFUV

N/A

Max(CAGR)

SCZ

+5.64%

Winner

DFUV

+13.75%

SCZ vs DFUV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCZ	DFUV
2026	+9.74%	+11.57%
2025	+32.40%	+15.99%
2024	+2.77%	+11.55%
2023	+12.31%	+13.68%
2022	-21.61%	+1.23%
2021	+9.90%	N/A
2020	+10.70%	N/A
2019	+24.72%	N/A
2018	-18.18%	N/A
2017	+31.99%	N/A
2016	+3.60%	N/A
2015	+9.15%	N/A
2014	-4.99%	N/A
2013	+26.25%	N/A
2012	+17.53%	N/A
2011	-16.00%	N/A
2010	+18.39%	N/A
2009	+41.36%	N/A
2008	-47.82%	N/A
2007	-0.31%	N/A

SCZ vs DFUV Drawdown Comparison

The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current DFUV drawdown is -0.27%.

Rank	SCZ	DFUV
#1	-61.87% Dec 13, 2007 - Apr 24, 2013	-17.59% Nov 25, 2024 - Aug 22, 2025
#2	-41.07% Jan 26, 2018 - Nov 23, 2020	-15.33% Jun 7, 2022 - Nov 23, 2022
#3	-36.83% Sep 3, 2021 - Jun 2, 2025	-11.55% Jul 31, 2023 - Dec 13, 2023
#4	-17.42% May 15, 2015 - Sep 6, 2016	-10.97% Feb 2, 2023 - Jul 19, 2023
#5	-16.12% Jul 3, 2014 - May 13, 2015	-6.78% Jul 31, 2024 - Aug 30, 2024
#6	-11.43% Feb 27, 2026 - May 8, 2026	-6.67% Nov 30, 2022 - Jan 26, 2023
#7	-10.32% May 8, 2013 - Aug 5, 2013	-6.01% Feb 11, 2026 - Apr 17, 2026
#8	-6.64% Sep 28, 2016 - Feb 1, 2017	-5.79% Mar 28, 2024 - Jul 16, 2024
#9	-6.18% Jan 15, 2014 - Feb 18, 2014	-4.44% Nov 12, 2025 - Nov 28, 2025
#10	-5.77% Oct 27, 2025 - Dec 11, 2025	-4.18% May 17, 2022 - May 26, 2022
#11	-5.67% Jun 14, 2021 - Aug 13, 2021	-4.06% Aug 30, 2024 - Sep 19, 2024
#12	-4.87% Mar 6, 2014 - Jun 6, 2014	-3.33% Oct 6, 2025 - Oct 24, 2025
#13	-4.34% May 7, 2021 - Jun 1, 2021	-3.13% Dec 27, 2023 - Jan 29, 2024
#14	-4.09% Aug 13, 2013 - Sep 9, 2013	-3.07% Oct 17, 2024 - Nov 6, 2024
#15	-3.85% Feb 16, 2021 - Mar 16, 2021	-2.57% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between SCZ and DFUV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

SCZ vs DFUV dividend yield comparison.

Year	SCZ	DFUV
2026	0.00%	0.34%
2025	3.30%	1.55%
2024	3.50%	1.64%
2023	2.96%	1.72%
2022	1.99%	1.34%
2021	2.96%	0.00%
2020	1.52%	0.00%
2019	3.52%	0.00%
2018	2.79%	0.00%
2017	2.38%	0.00%
2016	2.82%	0.00%
2015	2.06%	0.00%
2014	2.61%	0.00%
2013	2.39%	0.00%
2012	3.26%	0.00%
2011	3.28%	0.00%
2010	2.84%	0.00%
2009	2.28%	0.00%
2008	2.79%	0.00%
2007	0.08%	0.00%