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SCZ vs PFF

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

5-Year PerformanceSCZ has outperformed PFF, delivering a return of +5.5% compared to +1.8%

SCZ vs PFF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCZ
$13B
PFF
$13B
Expense Ratio
Winner
SCZ
0.40%
PFF
0.45%
Max Drawdown
Winner
SCZ
62.65%
PFF
70.19%
Sharpe Ratio
Winner
SCZ
1.74
PFF
1.07
5Y Beta
SCZ
0.65
Winner
PFF
0.32
5Y Dividends CAGR
Winner
SCZ
10.71%
PFF
1.29%

SCZ vs PFF - Historical Returns

Returns include dividend reinvestment.

1M
SCZ
+3.48%
Winner
PFF
+3.65%
3M
SCZ
+1.61%
Winner
PFF
+1.69%
6M
Winner
SCZ
+15.82%
PFF
+4.73%
1Y
Winner
SCZ
+31.32%
PFF
+11.36%
5Y(CAGR)
Winner
SCZ
+5.47%
PFF
+1.84%
10Y(CAGR)
Winner
SCZ
+8.53%
PFF
+3.62%
Max(CAGR)
Winner
SCZ
+5.64%
PFF
+3.95%

SCZ vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSCZPFF
2026+9.74%+3.05%
2025+32.40%+3.62%
2024+2.77%+7.38%
2023+12.31%+8.66%
2022-21.61%-17.58%
2021+9.90%+8.17%
2020+10.70%+7.28%
2019+24.72%+14.86%
2018-18.18%-4.10%
2017+31.99%+7.26%
2016+3.60%+0.84%
2015+9.15%+3.82%
2014-4.99%+13.42%
2013+26.25%-1.29%
2012+17.53%+17.15%
2011-16.00%-2.15%
2010+18.39%+13.19%
2009+41.36%+33.55%
2008-47.82%-26.08%
2007-0.31%-12.60%

SCZ vs PFF Drawdown Comparison

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

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

RankSCZPFF
#1-61.87%
Dec 13, 2007 - Apr 24, 2013
-65.49%
May 14, 2007 - Jul 26, 2010
#2-41.07%
Jan 26, 2018 - Nov 23, 2020
-34.11%
Feb 11, 2020 - Oct 7, 2020
#3-36.83%
Sep 3, 2021 - Jun 2, 2025
-21.05%
Dec 31, 2021 - Sep 24, 2024
#4-17.42%
May 15, 2015 - Sep 6, 2016
-15.19%
May 19, 2011 - Feb 3, 2012
#5-16.12%
Jul 3, 2014 - May 13, 2015
-10.61%
Oct 16, 2024 - Sep 5, 2025
#6-11.43%
Feb 27, 2026 - May 8, 2026
-9.72%
Aug 31, 2018 - Apr 1, 2019
#7-10.32%
May 8, 2013 - Aug 5, 2013
-8.67%
May 8, 2013 - Mar 17, 2014
#8-6.64%
Sep 28, 2016 - Feb 1, 2017
-7.48%
Aug 9, 2016 - Apr 10, 2017
#9-6.18%
Jan 15, 2014 - Feb 18, 2014
-6.77%
Jan 5, 2016 - Mar 22, 2016
#10-5.77%
Oct 27, 2025 - Dec 11, 2025
-5.28%
Feb 17, 2026 - May 6, 2026
#11-5.67%
Jun 14, 2021 - Aug 13, 2021
-4.64%
Sep 19, 2025 - Jan 9, 2026
#12-4.87%
Mar 6, 2014 - Jun 6, 2014
-4.17%
May 7, 2012 - Jun 19, 2012
#13-4.34%
May 7, 2021 - Jun 1, 2021
-3.81%
Nov 27, 2015 - Jan 4, 2016
#14-4.09%
Aug 13, 2013 - Sep 9, 2013
-3.81%
Dec 7, 2017 - Jun 14, 2018
#15-3.85%
Feb 16, 2021 - Mar 16, 2021
-3.15%
Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between SCZ and PFF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

SCZ vs PFF dividend yield comparison.

YearSCZPFF
20260.00%1.55%
20253.30%6.30%
20243.50%6.32%
20232.96%6.63%
20221.99%6.01%
20212.96%4.45%
20201.52%4.79%
20193.52%5.31%
20182.79%6.32%
20172.38%5.59%
20162.82%5.85%
20152.06%5.76%
20142.61%6.32%
20132.39%6.60%
20123.26%6.01%
20113.28%6.98%
20102.84%7.33%
20092.28%7.87%
20082.79%9.45%
20070.08%6.01%

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