SCZ vs IWS
Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed SCZ, delivering a return of +8.7% compared to +5.0%
SCZ vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$15B
Winner
IWS
$15B
Expense Ratio
SCZ
0.40%
Winner
IWS
0.23%
Max Drawdown
Winner
SCZ
62.65%
IWS
63.92%
Sharpe Ratio
SCZ
1.21
Winner
IWS
1.61
5Y Beta
Winner
SCZ
0.67
IWS
0.82
P/E Ratio
SCZ
N/A
IWS
26.35
Forward P/E
SCZ
N/A
IWS
17.10
5Y Dividends CAGR
Winner
SCZ
10.71%
IWS
7.60%
5Y EPS CAGR
SCZ
N/A
IWS
11.91%
Debt to Equity
SCZ
N/A
IWS
0.65%
P/S Ratio
SCZ
N/A
IWS
1.70
P/B Ratio
SCZ
N/A
IWS
2.83
SCZ vs IWS - Holdings Comparison
SCZ and IWS have 2 common holdings. Overlap is 0.04%
SCZ's top 25 holdings weight is 6.44%. IWS's top 25 holdings weight is 19.30%.
| Rank | SCZ | IWS |
|---|---|---|
| #1 | JPY CASH (n/a) - 0.38% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.26% |
| #2 | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% | WESTERN DIGITAL CORP (WDC) - 1.76% |
| #3 | PLS GROUP LTD (n/a) - 0.34% | CORNING INC (GLW) - 1.44% |
| #4 | DIPLOMA PLC (n/a) - 0.32% | CUMMINS INC (CMI) - 0.85% |
| #5 | RESONAC HOLDINGS CORP (n/a) - 0.32% | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% |
| #6 | MITSUI KINZOKU CO LTD (n/a) - 0.30% | CIENA CORP (CIEN) - 0.81% |
| #7 | BEAZLEY PLC (n/a) - 0.30% | MARATHON PETROLEUM CORP (MPC) - 0.73% |
| #8 | WEIR GROUP PLC (n/a) - 0.29% | VALERO ENERGY CORP (VLO) - 0.72% |
| #9 | PSP SWISS PROPERTY AG (n/a) - 0.27% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.69% |
| #10 | SANWA HOLDINGS CORP (n/a) - 0.26% | COHERENT CORP (COHR) - 0.69% |
| #11 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% | PHILLIPS 66 (PSX) - 0.63% |
| #12 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% | LUMENTUM HOLDINGS INC (LITE) - 0.62% |
| #13 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% | DIGITAL REALTY TRUST INC (DLR) - 0.59% |
| #14 | IMI PLC (n/a) - 0.25% | BAKER HUGHES CO CLASS A (BKR) - 0.59% |
| #15 | SOJITZ CORP (n/a) - 0.24% | UNITED RENTALS INC (URI) - 0.58% |
| #16 | ST JAMES'S PLACE PLC (n/a) - 0.24% | FORD MOTOR CO (F) - 0.58% |
| #17 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | n/a (WBD) - 0.58% |
| #18 | BLUESCOPE STEEL LTD (n/a) - 0.23% | TERADYNE INC (TER) - 0.57% |
| #19 | ALS LTD (n/a) - 0.22% | KINDER MORGAN INC CLASS P (KMI) - 0.56% |
| #20 | STOREBRAND ASA (n/a) - 0.22% | NUCOR CORP (NUE) - 0.55% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.55% |
| #22 | ICG PLC (n/a) - 0.17% | FLEX LTD (FLEX) - 0.54% |
| #23 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.53% |
| #24 | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% |
| #25 | GALENICA LTD (n/a) - 0.17% | ROSS STORES INC (ROST) - 0.52% |
| Total Holdings | 1984 | 693 |
SCZ vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
SCZ
-0.23%
Winner
IWS
+3.80%
3M
SCZ
+7.64%
Winner
IWS
+13.26%
6M
SCZ
+11.43%
Winner
IWS
+15.28%
1Y
SCZ
+22.15%
Winner
IWS
+27.58%
5Y(CAGR)
SCZ
+5.01%
Winner
IWS
+8.68%
10Y(CAGR)
SCZ
+8.48%
Winner
IWS
+10.47%
Max(CAGR)
SCZ
+5.56%
Winner
IWS
+9.92%
SCZ vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | IWS |
|---|---|---|
| 2026 | +8.75% | +15.16% |
| 2025 | +32.40% | +11.21% |
| 2024 | +2.77% | +13.15% |
| 2023 | +12.31% | +12.89% |
| 2022 | -21.61% | -12.25% |
| 2021 | +9.90% | +30.37% |
| 2020 | +10.70% | +5.02% |
| 2019 | +24.72% | +27.04% |
| 2018 | -18.18% | -12.90% |
| 2017 | +31.99% | +12.25% |
| 2016 | +3.60% | +20.88% |
| 2015 | +9.15% | -5.09% |
| 2014 | -4.99% | +15.69% |
| 2013 | +26.25% | +30.20% |
| 2012 | +17.53% | +17.01% |
| 2011 | -16.00% | -2.83% |
| 2010 | +18.39% | +22.53% |
| 2009 | +41.36% | +30.81% |
| 2008 | -47.82% | -37.02% |
| 2007 | -0.31% | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
SCZ vs IWS Drawdown Comparison
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current SCZ drawdown is -1.66%.
| Rank | SCZ | IWS |
|---|---|---|
| #1 | -61.87% Dec 13, 2007 - Apr 24, 2013 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -41.07% Jan 26, 2018 - Nov 23, 2020 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -36.83% Sep 3, 2021 - Jun 2, 2025 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -17.42% May 15, 2015 - Sep 6, 2016 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -16.12% Jul 3, 2014 - May 13, 2015 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -11.43% Feb 27, 2026 - May 8, 2026 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -10.32% May 8, 2013 - Aug 5, 2013 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -6.64% Sep 28, 2016 - Feb 1, 2017 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -6.18% Jan 15, 2014 - Feb 18, 2014 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -5.77% Oct 27, 2025 - Dec 11, 2025 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -5.67% Jun 14, 2021 - Aug 13, 2021 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -4.87% Mar 6, 2014 - Jun 6, 2014 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -4.39% May 29, 2026 - Jun 10, 2026 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -4.34% May 7, 2021 - Jun 1, 2021 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between SCZ and IWS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
SCZ vs IWS dividend yield comparison.
| Year | SCZ | IWS |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 3.30% | 1.53% |
| 2024 | 3.50% | 1.50% |
| 2023 | 2.96% | 1.76% |
| 2022 | 1.99% | 1.93% |
| 2021 | 2.96% | 1.39% |
| 2020 | 1.52% | 1.87% |
| 2019 | 3.52% | 1.97% |
| 2018 | 2.79% | 2.53% |
| 2017 | 2.38% | 1.96% |
| 2016 | 2.82% | 2.10% |
| 2015 | 2.06% | 2.14% |
| 2014 | 2.61% | 1.84% |
| 2013 | 2.39% | 1.71% |
| 2012 | 3.26% | 2.09% |
| 2011 | 3.28% | 2.12% |
| 2010 | 2.84% | 1.95% |
| 2009 | 2.28% | 2.09% |
| 2008 | 2.79% | 3.09% |
| 2007 | 0.08% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
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