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
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$15B
DFUV
$15B
Expense Ratio
SCZ
0.40%
Winner
DFUV
0.21%
Max Drawdown
SCZ
62.65%
Winner
DFUV
18.26%
Sharpe Ratio
SCZ
1.14
Winner
DFUV
2.17
5Y Beta
Winner
SCZ
0.67
DFUV
0.79
P/E Ratio
SCZ
N/A
DFUV
20.17
Forward P/E
SCZ
N/A
DFUV
14.61
5Y Dividends CAGR
SCZ
16.32%
DFUV
N/A
5Y EPS CAGR
SCZ
N/A
DFUV
13.30%
P/S Ratio
SCZ
N/A
DFUV
1.73
P/B Ratio
SCZ
N/A
DFUV
2.57
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 39.58%.
| Rank | SCZ | DFUV |
|---|---|---|
| #1 | JPY CASH (n/a) - 0.38% | MICRON TECHNOLOGY INC (MU) - 5.27% |
| #2 | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% | JPMORGAN CHASE & CO (JPM) - 4.12% |
| #3 | PLS GROUP LTD (n/a) - 0.34% | EXXON MOBIL CORP (XOM) - 3.29% |
| #4 | DIPLOMA PLC (n/a) - 0.32% | JOHNSON & JOHNSON (JNJ) - 2.77% |
| #5 | RESONAC HOLDINGS CORP (n/a) - 0.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.60% |
| #6 | MITSUI KINZOKU CO LTD (n/a) - 0.30% | AMAZON.COM INC (AMZN) - 2.23% |
| #7 | BEAZLEY PLC (n/a) - 0.30% | CHEVRON CORP (CVX) - 1.96% |
| #8 | WEIR GROUP PLC (n/a) - 0.29% | CISCO SYSTEMS INC (CSCO) - 1.63% |
| #9 | PSP SWISS PROPERTY AG (n/a) - 0.27% | INTEL CORP (INTC) - 1.41% |
| #10 | SANWA HOLDINGS CORP (n/a) - 0.26% | UNITEDHEALTH GROUP INC (UNH) - 1.39% |
| #11 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% | LINDE PLC (LIN) - 1.21% |
| #12 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% | THE GOLDMAN SACHS GROUP INC (GS) - 1.10% |
| #13 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% | BANK OF AMERICA CORP (BAC) - 1.06% |
| #14 | IMI PLC (n/a) - 0.25% | VERIZON COMMUNICATIONS INC (VZ) - 1.05% |
| #15 | SOJITZ CORP (n/a) - 0.24% | AT&T INC (T) - 0.92% |
| #16 | ST JAMES'S PLACE PLC (n/a) - 0.24% | WELLS FARGO & CO (WFC) - 0.90% |
| #17 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | RTX CORP (RTX) - 0.82% |
| #18 | BLUESCOPE STEEL LTD (n/a) - 0.23% | CONOCOPHILLIPS (COP) - 0.81% |
| #19 | ALS LTD (n/a) - 0.22% | MERCK & CO INC (MRK) - 0.80% |
| #20 | STOREBRAND ASA (n/a) - 0.22% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% | DEERE & CO (DE) - 0.75% |
| #22 | ICG PLC (n/a) - 0.17% | PFIZER INC (PFE) - 0.74% |
| #23 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% | CITIGROUP INC (C) - 0.67% |
| #24 | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% | MORGAN STANLEY (MS) - 0.65% |
| #25 | GALENICA LTD (n/a) - 0.17% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.64% |
| Total Holdings | 1984 | 1285 |
SCZ vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
SCZ
-2.33%
Winner
DFUV
+2.82%
3M
SCZ
+7.24%
Winner
DFUV
+13.58%
6M
SCZ
+6.98%
Winner
DFUV
+16.83%
1Y
SCZ
+20.82%
Winner
DFUV
+33.18%
5Y(CAGR)
SCZ
+5.24%
Winner
DFUV
+14.46%
10Y(CAGR)
SCZ
+7.77%
DFUV
N/A
Max(CAGR)
SCZ
+5.42%
Winner
DFUV
+14.46%
SCZ vs DFUV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | DFUV |
|---|---|---|
| 2026 | +6.35% | +16.33% |
| 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 SCZ drawdown is -3.83%. The current DFUV drawdown is -0.95%.
| 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 | -4.39% May 29, 2026 - Jun 10, 2026 | -3.13% Dec 27, 2023 - Jan 29, 2024 |
| #14 | -4.34% May 7, 2021 - Jun 1, 2021 | -3.07% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -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 | 1.43% | 0.67% |
| 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% |
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