SCZ vs SPY
Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCZ, delivering a return of +13.3% compared to +5.5%
SCZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCZ
$13B
Winner
SPY
$652B
Expense Ratio
SCZ
0.40%
Winner
SPY
0.09%
Max Drawdown
SCZ
62.65%
Winner
SPY
56.47%
Sharpe Ratio
SCZ
1.74
Winner
SPY
2.07
5Y Beta
Winner
SCZ
0.65
SPY
1.00
P/E Ratio
SCZ
N/A
SPY
28.24
Forward P/E
SCZ
N/A
SPY
21.85
5Y Dividends CAGR
Winner
SCZ
10.71%
SPY
5.43%
5Y EPS CAGR
SCZ
N/A
SPY
25.79%
Debt to Equity
SCZ
N/A
SPY
22.35%
P/S Ratio
SCZ
N/A
SPY
3.55
P/B Ratio
SCZ
N/A
SPY
5.29
SCZ vs SPY - Holdings Comparison
SCZ and SPY have 1 common holdings. Overlap is -0.04%
SCZ's top 25 holdings weight is 6.44%. SPY's top 25 holdings weight is 51.32%.
| Rank | SCZ | SPY |
|---|---|---|
| #1 | JPY CASH (n/a) - 0.38% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% | APPLE INC (AAPL) - 6.48% |
| #3 | PLS GROUP LTD (n/a) - 0.34% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | DIPLOMA PLC (n/a) - 0.32% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | RESONAC HOLDINGS CORP (n/a) - 0.32% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | MITSUI KINZOKU CO LTD (n/a) - 0.30% | BROADCOM INC (AVGO) - 3.09% |
| #7 | BEAZLEY PLC (n/a) - 0.30% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | WEIR GROUP PLC (n/a) - 0.29% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PSP SWISS PROPERTY AG (n/a) - 0.27% | TESLA INC (TSLA) - 1.73% |
| #10 | SANWA HOLDINGS CORP (n/a) - 0.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | IMI PLC (n/a) - 0.25% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | SOJITZ CORP (n/a) - 0.24% | WALMART INC (WMT) - 0.91% |
| #16 | ST JAMES'S PLACE PLC (n/a) - 0.24% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | BLUESCOPE STEEL LTD (n/a) - 0.23% | VISA INC CLASS A (V) - 0.85% |
| #19 | ALS LTD (n/a) - 0.22% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | STOREBRAND ASA (n/a) - 0.22% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% | INTEL CORP (INTC) - 0.65% |
| #22 | ICG PLC (n/a) - 0.17% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% | CHEVRON CORP (CVX) - 0.58% |
| #25 | GALENICA LTD (n/a) - 0.17% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 1984 | 505 |
SCZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCZ
+3.48%
Winner
SPY
+9.11%
3M
SCZ
+1.61%
Winner
SPY
+6.59%
6M
Winner
SCZ
+15.82%
SPY
+10.56%
1Y
SCZ
+31.32%
Winner
SPY
+32.04%
5Y(CAGR)
SCZ
+5.47%
Winner
SPY
+13.35%
10Y(CAGR)
SCZ
+8.53%
Winner
SPY
+15.49%
Max(CAGR)
SCZ
+5.64%
Winner
SPY
+8.50%
SCZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCZ | SPY |
|---|---|---|
| 2026 | +9.74% | +8.27% |
| 2025 | +32.40% | +18.00% |
| 2024 | +2.77% | +25.59% |
| 2023 | +12.31% | +26.72% |
| 2022 | -21.61% | -18.64% |
| 2021 | +9.90% | +30.52% |
| 2020 | +10.70% | +17.28% |
| 2019 | +24.72% | +31.09% |
| 2018 | -18.18% | -5.24% |
| 2017 | +31.99% | +20.78% |
| 2016 | +3.60% | +13.59% |
| 2015 | +9.15% | +1.31% |
| 2014 | -4.99% | +14.56% |
| 2013 | +26.25% | +29.00% |
| 2012 | +17.53% | +14.17% |
| 2011 | -16.00% | +0.85% |
| 2010 | +18.39% | +13.14% |
| 2009 | +41.36% | +22.67% |
| 2008 | -47.82% | -36.25% |
| 2007 | -0.31% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCZ vs SPY Drawdown Comparison
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SCZ | SPY |
|---|---|---|
| #1 | -61.87% Dec 13, 2007 - Apr 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.07% Jan 26, 2018 - Nov 23, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.83% Sep 3, 2021 - Jun 2, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.42% May 15, 2015 - Sep 6, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.12% Jul 3, 2014 - May 13, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.43% Feb 27, 2026 - May 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.32% May 8, 2013 - Aug 5, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.64% Sep 28, 2016 - Feb 1, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.18% Jan 15, 2014 - Feb 18, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.77% Oct 27, 2025 - Dec 11, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.67% Jun 14, 2021 - Aug 13, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.87% Mar 6, 2014 - Jun 6, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.34% May 7, 2021 - Jun 1, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.09% Aug 13, 2013 - Sep 9, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.85% Feb 16, 2021 - Mar 16, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCZ and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
SCZ vs SPY dividend yield comparison.
| Year | SCZ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.30% | 1.07% |
| 2024 | 3.50% | 1.21% |
| 2023 | 2.96% | 1.40% |
| 2022 | 1.99% | 1.65% |
| 2021 | 2.96% | 1.20% |
| 2020 | 1.52% | 1.52% |
| 2019 | 3.52% | 1.75% |
| 2018 | 2.79% | 2.04% |
| 2017 | 2.38% | 1.80% |
| 2016 | 2.82% | 2.03% |
| 2015 | 2.06% | 2.06% |
| 2014 | 2.61% | 1.87% |
| 2013 | 2.39% | 1.81% |
| 2012 | 3.26% | 2.18% |
| 2011 | 3.28% | 2.05% |
| 2010 | 2.84% | 1.80% |
| 2009 | 2.28% | 1.95% |
| 2008 | 2.79% | 3.02% |
| 2007 | 0.08% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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