SCZ vs IWN
Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).
5-Year PerformanceIWN has outperformed SCZ, delivering a return of +8.9% compared to +5.5%
SCZ vs IWN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$14B
Winner
IWN
$15B
Expense Ratio
SCZ
0.40%
Winner
IWN
0.24%
Max Drawdown
Winner
SCZ
62.65%
IWN
62.91%
Sharpe Ratio
SCZ
0.92
Winner
IWN
1.75
5Y Beta
Winner
SCZ
0.67
IWN
0.96
P/E Ratio
SCZ
N/A
IWN
619.53
Forward P/E
SCZ
N/A
IWN
11.90
5Y Dividends CAGR
Winner
SCZ
16.32%
IWN
9.67%
5Y EPS CAGR
SCZ
N/A
IWN
6.29%
Debt to Equity
SCZ
N/A
IWN
42.08%
P/S Ratio
SCZ
N/A
IWN
1.28
P/B Ratio
SCZ
N/A
IWN
1.56
SCZ vs IWN - Holdings Comparison
SCZ and IWN have 2 common holdings. Overlap is -0.04%
SCZ's top 25 holdings weight is 6.44%. IWN's top 25 holdings weight is 12.88%.
| Rank | SCZ | IWN |
|---|---|---|
| #1 | JPY CASH (n/a) - 0.38% | ECHOSTAR CORP CLASS A (SATS) - 1.19% |
| #2 | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% | TTM TECHNOLOGIES INC (TTMI) - 0.68% |
| #3 | PLS GROUP LTD (n/a) - 0.34% | COEUR MINING INC (CDE) - 0.66% |
| #4 | DIPLOMA PLC (n/a) - 0.32% | HECLA MINING CO (HL) - 0.63% |
| #5 | RESONAC HOLDINGS CORP (n/a) - 0.32% | CARETRUST REIT INC (CTRE) - 0.53% |
| #6 | MITSUI KINZOKU CO LTD (n/a) - 0.30% | FLUOR CORP (FLR) - 0.52% |
| #7 | BEAZLEY PLC (n/a) - 0.30% | UMB FINANCIAL CORP (UMBF) - 0.52% |
| #8 | WEIR GROUP PLC (n/a) - 0.29% | SM ENERGY CO (SM) - 0.52% |
| #9 | PSP SWISS PROPERTY AG (n/a) - 0.27% | n/a (PRAX) - 0.50% |
| #10 | SANWA HOLDINGS CORP (n/a) - 0.26% | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% |
| #11 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% | JACKSON FINANCIAL INC (JXN) - 0.49% |
| #12 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% | CYTOKINETICS INC (CYTK) - 0.48% |
| #13 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% | OLD NATIONAL BANCORP (ONB) - 0.47% |
| #14 | IMI PLC (n/a) - 0.25% | ORMAT TECHNOLOGIES INC (ORA) - 0.47% |
| #15 | SOJITZ CORP (n/a) - 0.24% | COMMERCIAL METALS CO (CMC) - 0.47% |
| #16 | ST JAMES'S PLACE PLC (n/a) - 0.24% | VIASAT INC (VSAT) - 0.45% |
| #17 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | SSR MINING INC (SSRM) - 0.44% |
| #18 | BLUESCOPE STEEL LTD (n/a) - 0.23% | TERRENO REALTY CORP (TRNO) - 0.43% |
| #19 | ALS LTD (n/a) - 0.22% | NOBLE CORP PLC CLASS A (NE) - 0.43% |
| #20 | STOREBRAND ASA (n/a) - 0.22% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% |
| #22 | ICG PLC (n/a) - 0.17% | TRANSOCEAN LTD (RIG) - 0.42% |
| #23 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% | VALARIS LTD (VAL) - 0.42% |
| #24 | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% | ENERSYS (ENS) - 0.42% |
| #25 | GALENICA LTD (n/a) - 0.17% | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% |
| Total Holdings | 1984 | 1404 |
SCZ vs IWN - Historical Returns
Returns include dividend reinvestment.
1M
SCZ
-0.99%
Winner
IWN
+2.26%
3M
SCZ
+1.31%
Winner
IWN
+8.93%
6M
SCZ
+4.01%
Winner
IWN
+13.52%
1Y
SCZ
+17.09%
Winner
IWN
+38.80%
5Y(CAGR)
SCZ
+5.46%
Winner
IWN
+8.92%
10Y(CAGR)
SCZ
+8.32%
Winner
IWN
+10.29%
Max(CAGR)
SCZ
+5.46%
Winner
IWN
+9.54%
SCZ vs IWN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | IWN |
|---|---|---|
| 2026 | +7.47% | +22.67% |
| 2025 | +32.40% | +12.57% |
| 2024 | +2.77% | +8.00% |
| 2023 | +12.31% | +14.92% |
| 2022 | -21.61% | -15.78% |
| 2021 | +9.90% | +29.69% |
| 2020 | +10.70% | +4.78% |
| 2019 | +24.72% | +21.05% |
| 2018 | -18.18% | -13.73% |
| 2017 | +31.99% | +7.03% |
| 2016 | +3.60% | +34.63% |
| 2015 | +9.15% | -7.27% |
| 2014 | -4.99% | +5.30% |
| 2013 | +26.25% | +30.27% |
| 2012 | +17.53% | +15.86% |
| 2011 | -16.00% | -7.51% |
| 2010 | +18.39% | +21.53% |
| 2009 | +41.36% | +20.24% |
| 2008 | -47.82% | -27.94% |
| 2007 | -0.31% | -10.53% |
| 2006 | N/A | +21.09% |
| 2005 | N/A | +5.60% |
| 2004 | N/A | +20.92% |
| 2003 | N/A | +41.77% |
| 2002 | N/A | -12.06% |
| 2001 | N/A | +16.04% |
| 2000 | N/A | +13.82% |
SCZ vs IWN Drawdown Comparison
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The current SCZ drawdown is -2.82%. The current IWN drawdown is -0.57%.
| Rank | SCZ | IWN |
|---|---|---|
| #1 | -61.87% Dec 13, 2007 - Apr 24, 2013 | -61.53% Jun 4, 2007 - Sep 14, 2012 |
| #2 | -41.07% Jan 26, 2018 - Nov 23, 2020 | -46.07% Aug 22, 2018 - Dec 15, 2020 |
| #3 | -36.83% Sep 3, 2021 - Jun 2, 2025 | -34.07% May 2, 2002 - Sep 4, 2003 |
| #4 | -17.42% May 15, 2015 - Sep 6, 2016 | -26.70% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -16.12% Jul 3, 2014 - May 13, 2015 | -25.93% Nov 8, 2021 - Jul 16, 2024 |
| #6 | -11.43% Feb 27, 2026 - May 8, 2026 | -22.54% Jun 23, 2015 - Aug 5, 2016 |
| #7 | -10.32% May 8, 2013 - Aug 5, 2013 | -19.41% Jun 29, 2001 - Dec 18, 2001 |
| #8 | -6.64% Sep 28, 2016 - Feb 1, 2017 | -12.38% Jul 3, 2014 - Dec 29, 2014 |
| #9 | -6.18% Jan 15, 2014 - Feb 18, 2014 | -12.02% May 9, 2006 - Oct 12, 2006 |
| #10 | -5.77% Oct 27, 2025 - Dec 11, 2025 | -11.86% Jun 8, 2021 - Nov 3, 2021 |
| #11 | -5.67% Jun 14, 2021 - Aug 13, 2021 | -11.37% Apr 5, 2004 - Oct 1, 2004 |
| #12 | -4.87% Mar 6, 2014 - Jun 6, 2014 | -10.57% Sep 14, 2012 - Dec 20, 2012 |
| #13 | -4.39% May 29, 2026 - Jun 10, 2026 | -10.26% Dec 28, 2004 - Jun 15, 2005 |
| #14 | -4.34% May 7, 2021 - Jun 1, 2021 | -10.14% Aug 2, 2005 - Jan 6, 2006 |
| #15 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -9.85% Jul 26, 2024 - Oct 16, 2024 |
Correlation
Correlation between SCZ and IWN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SCZ vs IWN dividend yield comparison.
| Year | SCZ | IWN |
|---|---|---|
| 2026 | 1.41% | 0.58% |
| 2025 | 3.30% | 1.70% |
| 2024 | 3.50% | 1.80% |
| 2023 | 2.96% | 2.04% |
| 2022 | 1.99% | 2.12% |
| 2021 | 2.96% | 1.48% |
| 2020 | 1.52% | 1.60% |
| 2019 | 3.52% | 1.92% |
| 2018 | 2.79% | 1.99% |
| 2017 | 2.38% | 1.78% |
| 2016 | 2.82% | 1.74% |
| 2015 | 2.06% | 2.15% |
| 2014 | 2.61% | 1.88% |
| 2013 | 2.39% | 1.77% |
| 2012 | 3.26% | 2.50% |
| 2011 | 3.28% | 2.03% |
| 2010 | 2.84% | 1.63% |
| 2009 | 2.28% | 1.82% |
| 2008 | 2.79% | 2.46% |
| 2007 | 0.08% | 2.03% |
| 2006 | 0.00% | 1.59% |
| 2005 | 0.00% | 1.76% |
| 2004 | 0.00% | 1.38% |
| 2003 | 0.00% | 1.24% |
| 2002 | 0.00% | 1.89% |
| 2001 | 0.00% | 1.84% |
| 2000 | 0.00% | 0.76% |
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