SCZ vs HDV
Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF).
5-Year PerformanceHDV has outperformed SCZ, delivering a return of +10.1% compared to +5.5%
SCZ vs HDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$13B
Winner
HDV
$14B
Expense Ratio
SCZ
0.40%
Winner
HDV
0.08%
Max Drawdown
SCZ
62.65%
Winner
HDV
37.04%
Sharpe Ratio
Winner
SCZ
1.74
HDV
1.56
5Y Beta
SCZ
0.65
Winner
HDV
0.33
P/E Ratio
SCZ
N/A
HDV
21.55
Forward P/E
SCZ
N/A
HDV
17.25
PEG Ratio
SCZ
N/A
HDV
0.92
5Y Dividends CAGR
Winner
SCZ
10.71%
HDV
5.91%
5Y EPS CAGR
SCZ
N/A
HDV
9.20%
Debt to Equity
SCZ
N/A
HDV
-57.38%
P/S Ratio
SCZ
N/A
HDV
2.88
P/B Ratio
SCZ
N/A
HDV
4.07
SCZ vs HDV - Holdings Comparison
SCZ and HDV have 1 common holdings. Overlap is -0.04%
SCZ's top 25 holdings weight is 6.44%. HDV's top 25 holdings weight is 81.04%.
| Rank | SCZ | HDV |
|---|---|---|
| #1 | JPY CASH (n/a) - 0.38% | EXXON MOBIL CORP (XOM) - 8.53% |
| #2 | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% | CHEVRON CORP (CVX) - 6.42% |
| #3 | PLS GROUP LTD (n/a) - 0.34% | JOHNSON & JOHNSON (JNJ) - 6.04% |
| #4 | DIPLOMA PLC (n/a) - 0.32% | ABBVIE INC (ABBV) - 5.48% |
| #5 | RESONAC HOLDINGS CORP (n/a) - 0.32% | PROCTER & GAMBLE CO (PG) - 4.51% |
| #6 | MITSUI KINZOKU CO LTD (n/a) - 0.30% | MERCK & CO INC (MRK) - 4.29% |
| #7 | BEAZLEY PLC (n/a) - 0.30% | THE HOME DEPOT INC (HD) - 4.28% |
| #8 | WEIR GROUP PLC (n/a) - 0.29% | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.15% |
| #9 | PSP SWISS PROPERTY AG (n/a) - 0.27% | COCA-COLA CO (KO) - 3.89% |
| #10 | SANWA HOLDINGS CORP (n/a) - 0.26% | PROGRESSIVE CORP (PGR) - 3.74% |
| #11 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% | PEPSICO INC (PEP) - 3.72% |
| #12 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% | ALTRIA GROUP INC (MO) - 3.51% |
| #13 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% | TEXAS INSTRUMENTS INC (TXN) - 2.77% |
| #14 | IMI PLC (n/a) - 0.25% | BLACKSTONE INC (BX) - 2.27% |
| #15 | SOJITZ CORP (n/a) - 0.24% | CONOCOPHILLIPS (COP) - 2.13% |
| #16 | ST JAMES'S PLACE PLC (n/a) - 0.24% | QUALCOMM INC (QCOM) - 1.73% |
| #17 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | MEDTRONIC PLC (MDT) - 1.71% |
| #18 | BLUESCOPE STEEL LTD (n/a) - 0.23% | U.S. BANCORP (USB) - 1.70% |
| #19 | ALS LTD (n/a) - 0.22% | ACCENTURE PLC CLASS A (ACN) - 1.69% |
| #20 | STOREBRAND ASA (n/a) - 0.22% | DUKE ENERGY CORP (DUK) - 1.63% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% | SOUTHERN CO (SO) - 1.59% |
| #22 | ICG PLC (n/a) - 0.17% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.45% |
| #23 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% | STARBUCKS CORP (SBUX) - 1.34% |
| #24 | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.29% |
| #25 | GALENICA LTD (n/a) - 0.17% | WILLIAMS COMPANIES INC (WMB) - 1.18% |
| Total Holdings | 1984 | 80 |
SCZ vs HDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCZ
+3.48%
HDV
-0.61%
3M
Winner
SCZ
+1.61%
HDV
-1.46%
6M
Winner
SCZ
+15.82%
HDV
+14.03%
1Y
Winner
SCZ
+31.32%
HDV
+20.77%
5Y(CAGR)
SCZ
+5.47%
Winner
HDV
+10.05%
10Y(CAGR)
SCZ
+8.53%
Winner
HDV
+9.32%
Max(CAGR)
SCZ
+5.64%
Winner
HDV
+10.44%
SCZ vs HDV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | HDV |
|---|---|---|
| 2026 | +9.74% | +10.40% |
| 2025 | +32.40% | +11.89% |
| 2024 | +2.77% | +12.43% |
| 2023 | +12.31% | +2.36% |
| 2022 | -21.61% | +6.85% |
| 2021 | +9.90% | +20.28% |
| 2020 | +10.70% | -6.68% |
| 2019 | +24.72% | +20.39% |
| 2018 | -18.18% | -3.16% |
| 2017 | +31.99% | +12.68% |
| 2016 | +3.60% | +16.96% |
| 2015 | +9.15% | -0.39% |
| 2014 | -4.99% | +13.75% |
| 2013 | +26.25% | +20.59% |
| 2012 | +17.53% | +9.73% |
| 2011 | -16.00% | +11.41% |
| 2010 | +18.39% | N/A |
| 2009 | +41.36% | N/A |
| 2008 | -47.82% | N/A |
| 2007 | -0.31% | N/A |
SCZ vs HDV Drawdown Comparison
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.
The current HDV drawdown is -3.71%.
| Rank | SCZ | HDV |
|---|---|---|
| #1 | -61.87% Dec 13, 2007 - Apr 24, 2013 | -37.04% Dec 23, 2019 - Mar 8, 2021 |
| #2 | -41.07% Jan 26, 2018 - Nov 23, 2020 | -15.39% Apr 20, 2022 - Nov 30, 2022 |
| #3 | -36.83% Sep 3, 2021 - Jun 2, 2025 | -12.86% Dec 3, 2018 - Feb 22, 2019 |
| #4 | -17.42% May 15, 2015 - Sep 6, 2016 | -12.51% Apr 23, 2015 - Mar 2, 2016 |
| #5 | -16.12% Jul 3, 2014 - May 13, 2015 | -12.02% May 19, 2011 - Oct 27, 2011 |
| #6 | -11.43% Feb 27, 2026 - May 8, 2026 | -11.86% Jan 26, 2018 - Sep 21, 2018 |
| #7 | -10.32% May 8, 2013 - Aug 5, 2013 | -10.49% Mar 31, 2025 - Jul 10, 2025 |
| #8 | -6.64% Sep 28, 2016 - Feb 1, 2017 | -9.78% Nov 30, 2022 - Jan 2, 2024 |
| #9 | -6.18% Jan 15, 2014 - Feb 18, 2014 | -7.72% Nov 29, 2024 - Feb 24, 2025 |
| #10 | -5.77% Oct 27, 2025 - Dec 11, 2025 | -7.27% Oct 18, 2012 - Jan 25, 2013 |
| #11 | -5.67% Jun 14, 2021 - Aug 13, 2021 | -6.41% Jul 22, 2016 - Dec 13, 2016 |
| #12 | -4.87% Mar 6, 2014 - Jun 6, 2014 | -6.17% Apr 30, 2019 - Jun 20, 2019 |
| #13 | -4.34% May 7, 2021 - Jun 1, 2021 | -6.04% Nov 15, 2013 - Mar 17, 2014 |
| #14 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -5.71% Sep 19, 2014 - Oct 31, 2014 |
| #15 | -3.85% Feb 16, 2021 - Mar 16, 2021 | -5.54% Nov 11, 2011 - Nov 30, 2011 |
Correlation
Correlation between SCZ and HDV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
SCZ vs HDV dividend yield comparison.
| Year | SCZ | HDV |
|---|---|---|
| 2026 | 0.00% | 0.63% |
| 2025 | 3.30% | 3.22% |
| 2024 | 3.50% | 3.67% |
| 2023 | 2.96% | 3.82% |
| 2022 | 1.99% | 3.56% |
| 2021 | 2.96% | 3.47% |
| 2020 | 1.52% | 4.07% |
| 2019 | 3.52% | 3.27% |
| 2018 | 2.79% | 3.67% |
| 2017 | 2.38% | 3.27% |
| 2016 | 2.82% | 3.28% |
| 2015 | 2.06% | 3.92% |
| 2014 | 2.61% | 3.20% |
| 2013 | 2.39% | 3.18% |
| 2012 | 3.26% | 3.56% |
| 2011 | 3.28% | 1.65% |
| 2010 | 2.84% | 0.00% |
| 2009 | 2.28% | 0.00% |
| 2008 | 2.79% | 0.00% |
| 2007 | 0.08% | 0.00% |
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