SCZ vs ESGV

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).

5-Year PerformanceESGV has outperformed SCZ, delivering a return of +11.7% compared to +6.1%

SCZ vs ESGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCZ(ETF)	ESGV(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.40%	0.09%
Max Drawdown	62.65%	33.86%
Sharpe Ratio	0.95	1.14
5Y Beta	0.66	1.05
P/E Ratio	N/A	28.07
Forward P/E	N/A	20.95
5Y Dividends CAGR	16.32%	7.75%
5Y EPS CAGR	N/A	27.23%
Debt to Equity	N/A	43.53%
P/S Ratio	N/A	3.81
P/B Ratio	N/A	5.93

Net Assets

Winner

SCZ

$13B

ESGV

$13B

Expense Ratio

SCZ

0.40%

Winner

ESGV

0.09%

Max Drawdown

SCZ

62.65%

Winner

ESGV

33.86%

Sharpe Ratio

SCZ

0.95

Winner

ESGV

1.14

5Y Beta

Winner

SCZ

0.66

ESGV

1.05

P/E Ratio

SCZ

N/A

ESGV

28.07

Forward P/E

SCZ

N/A

ESGV

20.95

5Y Dividends CAGR

Winner

SCZ

16.32%

ESGV

7.75%

5Y EPS CAGR

SCZ

N/A

ESGV

27.23%

Debt to Equity

SCZ

N/A

ESGV

43.53%

P/S Ratio

SCZ

N/A

ESGV

3.81

P/B Ratio

SCZ

N/A

ESGV

5.93

SCZ vs ESGV - Holdings Comparison

SCZ and ESGV have 5 common holdings. Overlap is 0.02%

SCZ's top 25 holdings weight is 5.88%. ESGV's top 25 holdings weight is 53.87%.

Rank	SCZ	ESGV
#1	DIPLOMA PLC (n/a) - 0.36%	NVIDIA CORP (NVDA) - 7.99%
#2	KOKUSAI ELECTRIC CORP (n/a) - 0.33%	APPLE INC (AAPL) - 7.16%
#3	BLUESCOPE STEEL LTD (n/a) - 0.29%	MICROSOFT CORP (MSFT) - 4.74%
#4	IMI PLC (n/a) - 0.28%	AMAZON.COM INC (AMZN) - 3.96%
#5	BEAZLEY PLC (n/a) - 0.27%	ALPHABET INC CLASS A (GOOGL) - 3.56%
#6	WEIR GROUP PLC (n/a) - 0.26%	BROADCOM INC (AVGO) - 3.01%
#7	ROHM CO LTD (n/a) - 0.25%	ALPHABET INC CLASS C (GOOG) - 2.88%
#8	STOREBRAND ASA (n/a) - 0.24%	MICRON TECHNOLOGY INC (MU) - 2.23%
#9	SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.24%	META PLATFORMS INC CLASS A (META) - 2.12%
#10	NITERRA CO LTD (n/a) - 0.24%	TESLA INC (TSLA) - 2.10%
#11	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.24%	ELI LILLY AND CO (LLY) - 1.64%
#12	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.23%	ADVANCED MICRO DEVICES INC (AMD) - 1.62%
#13	SPIE SA (n/a) - 0.23%	JPMORGAN CHASE & CO (JPM) - 1.39%
#14	ST JAMES'S PLACE PLC (n/a) - 0.23%	INTEL CORP (INTC) - 1.05%
#15	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%	APPLIED MATERIALS INC (AMAT) - 0.98%
#16	ALS LTD (n/a) - 0.23%	VISA INC CLASS A (V) - 0.97%
#17	NKT AS (n/a) - 0.22%	LAM RESEARCH CORP (LRCX) - 0.93%
#18	MEBUKI FINANCIAL GROUP INC (n/a) - 0.22%	CISCO SYSTEMS INC (CSCO) - 0.79%
#19	SUMCO CORP (n/a) - 0.22%	ABBVIE INC (ABBV) - 0.76%
#20	NGK CORP (n/a) - 0.22%	COSTCO WHOLESALE CORP (COST) - 0.71%
#21	NEXANS (n/a) - 0.17%	MASTERCARD INC CLASS A (MA) - 0.71%
#22	JB HI FI LTD (n/a) - 0.17%	KLA CORP (KLAC) - 0.68%
#23	SSAB AB (PUBL) CLASS B (n/a) - 0.17%	BANK OF AMERICA CORP (BAC) - 0.65%
#24	ANDRITZ AG (n/a) - 0.17%	UNITEDHEALTH GROUP INC (UNH) - 0.64%
#25	MISUMI GROUP INC (n/a) - 0.17%	THE HOME DEPOT INC (HD) - 0.60%
Total Holdings	2029	1242

SCZ vs ESGV - Historical Returns

Returns include dividend reinvestment.

Period	SCZ	ESGV
1 month	+4.46%	+2.37%
3 months	+3.17%	+3.89%
6 months	+2.92%	+13.67%
1 year	+19.17%	+21.69%
5 years(CAGR)	+6.06%	+11.72%
10 years(CAGR)	+8.33%	N/A
Max(CAGR)	+5.68%	+14.63%

Winner

SCZ

+4.46%

ESGV

+2.37%

SCZ

+3.17%

Winner

ESGV

+3.89%

SCZ

+2.92%

Winner

ESGV

+13.67%

SCZ

+19.17%

Winner

ESGV

+21.69%

5Y(CAGR)

SCZ

+6.06%

Winner

ESGV

+11.72%

10Y(CAGR)

SCZ

+8.33%

ESGV

N/A

Max(CAGR)

SCZ

+5.68%

Winner

ESGV

+14.63%

SCZ vs ESGV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCZ	ESGV
2026	+12.26%	+12.68%
2025	+32.40%	+16.78%
2024	+2.77%	+25.78%
2023	+12.31%	+31.30%
2022	-21.61%	-24.39%
2021	+9.90%	+28.15%
2020	+10.70%	+24.59%
2019	+24.72%	+33.24%
2018	-18.18%	-14.58%
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 ESGV Drawdown Comparison

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

The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current SCZ drawdown is -0.62%. The current ESGV drawdown is -1.49%.

Rank	SCZ	ESGV
#1	-61.87% Dec 13, 2007 - Apr 24, 2013	-33.67% Feb 19, 2020 - Jul 22, 2020
#2	-41.07% Jan 26, 2018 - Nov 23, 2020	-28.81% Dec 27, 2021 - Jan 19, 2024
#3	-36.83% Sep 3, 2021 - Jun 2, 2025	-20.41% Feb 19, 2025 - Jun 27, 2025
#4	-17.42% May 15, 2015 - Sep 6, 2016	-19.89% Sep 20, 2018 - Apr 8, 2019
#5	-16.12% Jul 3, 2014 - May 13, 2015	-11.60% Jan 12, 2026 - Apr 17, 2026
#6	-11.43% Feb 27, 2026 - May 8, 2026	-9.63% Sep 2, 2020 - Nov 11, 2020
#7	-10.32% May 8, 2013 - Aug 5, 2013	-9.31% Jul 16, 2024 - Sep 19, 2024
#8	-6.64% Sep 28, 2016 - Feb 1, 2017	-7.03% May 3, 2019 - Jun 20, 2019
#9	-6.18% Jan 15, 2014 - Feb 18, 2014	-6.38% Mar 28, 2024 - May 15, 2024
#10	-5.77% Oct 27, 2025 - Dec 11, 2025	-6.26% Jul 26, 2019 - Oct 25, 2019
#11	-5.67% Jun 14, 2021 - Aug 13, 2021	-5.94% Oct 28, 2025 - Dec 23, 2025
#12	-4.87% Mar 6, 2014 - Jun 6, 2014	-5.83% Sep 3, 2021 - Oct 21, 2021
#13	-4.39% May 29, 2026 - Aug 4, 2026	-5.79% Feb 12, 2021 - Apr 1, 2021
#14	-4.34% May 7, 2021 - Jun 1, 2021	-5.11% Jun 2, 2026 - Aug 4, 2026
#15	-4.09% Aug 13, 2013 - Sep 9, 2013	-4.82% Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between SCZ and ESGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

SCZ vs ESGV dividend yield comparison.

Year	SCZ	ESGV
2026	1.35%	0.42%
2025	3.30%	0.91%
2024	3.50%	1.04%
2023	2.96%	1.16%
2022	1.99%	1.42%
2021	2.96%	0.95%
2020	1.52%	1.11%
2019	3.52%	1.27%
2018	2.79%	0.28%
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%