SCZ vs IGV
Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).
5-Year PerformanceSCZ has outperformed IGV, delivering a return of +6.1% compared to +4.8%
SCZ vs IGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$13B
Winner
IGV
$13B
Expense Ratio
SCZ
0.40%
Winner
IGV
0.38%
Max Drawdown
Winner
SCZ
62.65%
IGV
63.45%
Sharpe Ratio
Winner
SCZ
0.95
IGV
-0.07
5Y Beta
Winner
SCZ
0.66
IGV
1.21
P/E Ratio
SCZ
N/A
IGV
72.08
Forward P/E
SCZ
N/A
IGV
24.96
5Y Dividends CAGR
Winner
SCZ
16.32%
IGV
3.86%
5Y EPS CAGR
SCZ
N/A
IGV
26.06%
Debt to Equity
SCZ
N/A
IGV
39.37%
P/S Ratio
SCZ
N/A
IGV
7.95
P/B Ratio
SCZ
N/A
IGV
7.55
SCZ vs IGV - Holdings Comparison
SCZ and IGV have 1 common holdings. Overlap is -0.01%
SCZ's top 25 holdings weight is 5.88%. IGV's top 25 holdings weight is 85.26%.
| Rank | SCZ | IGV |
|---|---|---|
| #1 | DIPLOMA PLC (n/a) - 0.36% | PALO ALTO NETWORKS INC (PANW) - 10.33% |
| #2 | KOKUSAI ELECTRIC CORP (n/a) - 0.33% | n/a (PLTR) - 10.23% |
| #3 | BLUESCOPE STEEL LTD (n/a) - 0.29% | MICROSOFT CORP (MSFT) - 9.65% |
| #4 | IMI PLC (n/a) - 0.28% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.50% |
| #5 | BEAZLEY PLC (n/a) - 0.27% | ORACLE CORP (ORCL) - 5.50% |
| #6 | WEIR GROUP PLC (n/a) - 0.26% | SALESFORCE INC (CRM) - 5.36% |
| #7 | ROHM CO LTD (n/a) - 0.25% | SERVICENOW INC (NOW) - 4.40% |
| #8 | STOREBRAND ASA (n/a) - 0.24% | ADOBE INC (ADBE) - 3.57% |
| #9 | SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.24% | FORTINET INC (FTNT) - 3.38% |
| #10 | NITERRA CO LTD (n/a) - 0.24% | INTUIT INC (INTU) - 3.11% |
| #11 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.24% | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.02% |
| #12 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.23% | DATADOG INC CLASS A (DDOG) - 2.73% |
| #13 | SPIE SA (n/a) - 0.23% | SYNOPSYS INC (SNPS) - 2.64% |
| #14 | ST JAMES'S PLACE PLC (n/a) - 0.23% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.61% |
| #15 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | AUTODESK INC (ADSK) - 1.78% |
| #16 | ALS LTD (n/a) - 0.23% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.46% |
| #17 | NKT AS (n/a) - 0.22% | ROPER TECHNOLOGIES INC (ROP) - 1.35% |
| #18 | MEBUKI FINANCIAL GROUP INC (n/a) - 0.22% | WORKDAY INC CLASS A (WDAY) - 1.24% |
| #19 | SUMCO CORP (n/a) - 0.22% | STRATEGY INC CLASS A (MSTR) - 1.06% |
| #20 | NGK CORP (n/a) - 0.22% | ZOOM COMMUNICATIONS INC (ZM) - 0.94% |
| #21 | NEXANS (n/a) - 0.17% | ATLASSIAN CORP CLASS A (TEAM) - 0.82% |
| #22 | JB HI FI LTD (n/a) - 0.17% | FAIR ISAAC CORP (FICO) - 0.81% |
| #23 | SSAB AB (PUBL) CLASS B (n/a) - 0.17% | ZSCALER INC (ZS) - 0.62% |
| #24 | ANDRITZ AG (n/a) - 0.17% | PTC INC (PTC) - 0.58% |
| #25 | MISUMI GROUP INC (n/a) - 0.17% | NUTANIX INC CLASS A (NTNX) - 0.57% |
| Total Holdings | 2029 | 110 |
SCZ vs IGV - Historical Returns
Returns include dividend reinvestment.
1M
SCZ
+4.46%
Winner
IGV
+12.58%
3M
SCZ
+3.17%
Winner
IGV
+11.80%
6M
SCZ
+2.92%
Winner
IGV
+27.99%
1Y
Winner
SCZ
+19.17%
IGV
-2.43%
5Y(CAGR)
Winner
SCZ
+6.06%
IGV
+4.80%
10Y(CAGR)
SCZ
+8.33%
Winner
IGV
+16.70%
Max(CAGR)
SCZ
+5.68%
Winner
IGV
+9.73%
SCZ vs IGV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | IGV |
|---|---|---|
| 2026 | +12.26% | +0.75% |
| 2025 | +32.40% | +5.79% |
| 2024 | +2.77% | +26.94% |
| 2023 | +12.31% | +58.23% |
| 2022 | -21.61% | -34.91% |
| 2021 | +9.90% | +14.54% |
| 2020 | +10.70% | +50.16% |
| 2019 | +24.72% | +35.03% |
| 2018 | -18.18% | +11.20% |
| 2017 | +31.99% | +40.67% |
| 2016 | +3.60% | +8.07% |
| 2015 | +9.15% | +12.72% |
| 2014 | -4.99% | +14.13% |
| 2013 | +26.25% | +26.84% |
| 2012 | +17.53% | +15.96% |
| 2011 | -16.00% | -8.47% |
| 2010 | +18.39% | +22.65% |
| 2009 | +41.36% | +41.64% |
| 2008 | -47.82% | -37.28% |
| 2007 | -0.31% | +15.64% |
| 2006 | N/A | +9.59% |
| 2005 | N/A | -4.50% |
| 2004 | N/A | +12.93% |
| 2003 | N/A | +43.77% |
| 2002 | N/A | -43.69% |
| 2001 | N/A | -13.15% |
SCZ vs IGV Drawdown Comparison
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The current SCZ drawdown is -0.62%. The current IGV drawdown is -12.23%.
| Rank | SCZ | IGV |
|---|---|---|
| #1 | -61.87% Dec 13, 2007 - Apr 24, 2013 | -63.45% Jul 13, 2001 - Oct 8, 2007 |
| #2 | -41.07% Jan 26, 2018 - Nov 23, 2020 | -49.81% Oct 31, 2007 - Oct 26, 2010 |
| #3 | -36.83% Sep 3, 2021 - Jun 2, 2025 | -45.85% Nov 9, 2021 - Sep 24, 2024 |
| #4 | -17.42% May 15, 2015 - Sep 6, 2016 | -36.61% Sep 22, 2025 - Apr 10, 2026 |
| #5 | -16.12% Jul 3, 2014 - May 13, 2015 | -30.30% Feb 19, 2020 - May 29, 2020 |
| #6 | -11.43% Feb 27, 2026 - May 8, 2026 | -27.17% Dec 6, 2024 - Jul 3, 2025 |
| #7 | -10.32% May 8, 2013 - Aug 5, 2013 | -26.30% Jul 7, 2011 - Mar 13, 2012 |
| #8 | -6.64% Sep 28, 2016 - Feb 1, 2017 | -22.44% Sep 14, 2018 - Feb 22, 2019 |
| #9 | -6.18% Jan 15, 2014 - Feb 18, 2014 | -21.51% Dec 1, 2015 - May 27, 2016 |
| #10 | -5.77% Oct 27, 2025 - Dec 11, 2025 | -15.31% Feb 12, 2021 - Jun 24, 2021 |
| #11 | -5.67% Jun 14, 2021 - Aug 13, 2021 | -13.64% Apr 2, 2012 - Jan 25, 2013 |
| #12 | -4.87% Mar 6, 2014 - Jun 6, 2014 | -13.00% Aug 17, 2015 - Oct 28, 2015 |
| #13 | -4.39% May 29, 2026 - Aug 4, 2026 | -11.55% Mar 5, 2014 - Aug 11, 2014 |
| #14 | -4.34% May 7, 2021 - Jun 1, 2021 | -11.41% Sep 2, 2020 - Nov 27, 2020 |
| #15 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -10.78% Jul 26, 2019 - Nov 25, 2019 |
Correlation
Correlation between SCZ and IGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2003 - 2026)
SCZ vs IGV dividend yield comparison.
| Year | SCZ | IGV |
|---|---|---|
| 2026 | 1.35% | 0.02% |
| 2025 | 3.30% | 0.00% |
| 2024 | 3.50% | 0.00% |
| 2023 | 2.96% | 0.01% |
| 2022 | 1.99% | 0.01% |
| 2021 | 2.96% | 0.00% |
| 2020 | 1.52% | 0.35% |
| 2019 | 3.52% | 0.02% |
| 2018 | 2.79% | 0.16% |
| 2017 | 2.38% | 0.09% |
| 2016 | 2.82% | 0.82% |
| 2015 | 2.06% | 0.22% |
| 2014 | 2.61% | 0.29% |
| 2013 | 2.39% | 0.33% |
| 2012 | 3.26% | 0.27% |
| 2011 | 3.28% | 0.04% |
| 2010 | 2.84% | 0.00% |
| 2009 | 2.28% | 0.00% |
| 2008 | 2.79% | 0.00% |
| 2007 | 0.08% | 0.00% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.48% |
| 2003 | 0.00% | 0.65% |
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