SCZ vs VFH

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).

5-Year PerformanceVFH has outperformed SCZ, delivering a return of +8.4% compared to +5.5%

SCZ vs VFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCZ(ETF)	VFH(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.40%	0.09%
Max Drawdown	62.65%	79.90%
Sharpe Ratio	1.74	0.34
5Y Beta	0.65	0.86
P/E Ratio	N/A	16.17
Forward P/E	N/A	13.68
5Y Dividends CAGR	10.71%	14.57%
5Y EPS CAGR	N/A	10.95%
P/S Ratio	N/A	2.94
P/B Ratio	N/A	2.03

Net Assets

Winner

SCZ

$13B

VFH

$13B

Expense Ratio

SCZ

0.40%

Winner

VFH

0.09%

Max Drawdown

Winner

SCZ

62.65%

VFH

79.90%

Sharpe Ratio

Winner

SCZ

1.74

VFH

0.34

5Y Beta

Winner

SCZ

0.65

VFH

0.86

P/E Ratio

SCZ

N/A

VFH

16.17

Forward P/E

SCZ

N/A

VFH

13.68

5Y Dividends CAGR

SCZ

10.71%

Winner

VFH

14.57%

5Y EPS CAGR

SCZ

N/A

VFH

10.95%

P/S Ratio

SCZ

N/A

VFH

2.94

P/B Ratio

SCZ

N/A

VFH

2.03

SCZ vs VFH - Holdings Comparison

SCZ and VFH have 1 common holdings. Overlap is -0.04%

SCZ's top 25 holdings weight is 6.44%. VFH's top 25 holdings weight is 65.17%.

Rank	SCZ	VFH
#1	JPY CASH (n/a) - 0.38%	JPMORGAN CHASE & CO (JPM) - 9.06%
#2	FURUKAWA ELECTRIC CO LTD (n/a) - 0.36%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.99%
#3	PLS GROUP LTD (n/a) - 0.34%	MASTERCARD INC CLASS A (MA) - 5.13%
#4	DIPLOMA PLC (n/a) - 0.32%	VISA INC CLASS A (V) - 3.98%
#5	RESONAC HOLDINGS CORP (n/a) - 0.32%	BANK OF AMERICA CORP (BAC) - 3.85%
#6	MITSUI KINZOKU CO LTD (n/a) - 0.30%	MKTLIQ 12/31/2049 (n/a) - 3.40%
#7	BEAZLEY PLC (n/a) - 0.30%	WELLS FARGO & CO (WFC) - 3.03%
#8	WEIR GROUP PLC (n/a) - 0.29%	THE GOLDMAN SACHS GROUP INC (GS) - 2.92%
#9	PSP SWISS PROPERTY AG (n/a) - 0.27%	MORGAN STANLEY (MS) - 2.37%
#10	SANWA HOLDINGS CORP (n/a) - 0.26%	CITIGROUP INC (C) - 2.31%
#11	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26%	n/a (n/a) - 2.19%
#12	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26%	AMERICAN EXPRESS CO (AXP) - 2.02%
#13	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25%	CHARLES SCHWAB CORP (SCHW) - 1.92%
#14	IMI PLC (n/a) - 0.25%	BLACKROCK INC (BLK) - 1.72%
#15	SOJITZ CORP (n/a) - 0.24%	S&P GLOBAL INC (SPGI) - 1.60%
#16	ST JAMES'S PLACE PLC (n/a) - 0.24%	CHUBB LTD (CB) - 1.48%
#17	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%	PROGRESSIVE CORP (PGR) - 1.41%
#18	BLUESCOPE STEEL LTD (n/a) - 0.23%	CAPITAL ONE FINANCIAL CORP (COF) - 1.40%
#19	ALS LTD (n/a) - 0.22%	CME GROUP INC CLASS A (CME) - 1.29%
#20	STOREBRAND ASA (n/a) - 0.22%	INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09%
#21	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22%	BLACKSTONE INC (BX) - 1.03%
#22	ICG PLC (n/a) - 0.17%	MARSH (MRSH) - 1.03%
#23	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17%	BANK OF NEW YORK MELLON CORP (BK) - 0.99%
#24	HOWDEN JOINERY GROUP PLC (n/a) - 0.17%	U.S. BANCORP (USB) - 0.98%
#25	GALENICA LTD (n/a) - 0.17%	PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.98%
Total Holdings	1984	425

SCZ vs VFH - Historical Returns

Returns include dividend reinvestment.

Period	SCZ	VFH
1 month	+3.48%	+0.48%
3 months	+1.61%	-4.43%
6 months	+15.82%	-1.10%
1 year	+31.32%	+6.72%
5 years(CAGR)	+5.47%	+8.38%
10 years(CAGR)	+8.53%	+12.57%
Max(CAGR)	+5.64%	+6.47%

Winner

SCZ

+3.48%

VFH

+0.48%

Winner

SCZ

+1.61%

VFH

-4.43%

Winner

SCZ

+15.82%

VFH

-1.10%

Winner

SCZ

+31.32%

VFH

+6.72%

5Y(CAGR)

SCZ

+5.47%

Winner

VFH

+8.38%

10Y(CAGR)

SCZ

+8.53%

Winner

VFH

+12.57%

Max(CAGR)

SCZ

+5.64%

Winner

VFH

+6.47%

SCZ vs VFH - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCZ	VFH
2026	+9.74%	-5.55%
2025	+32.40%	+15.14%
2024	+2.77%	+30.38%
2023	+12.31%	+13.79%
2022	-21.61%	-13.30%
2021	+9.90%	+37.15%
2020	+10.70%	-2.83%
2019	+24.72%	+30.58%
2018	-18.18%	-13.45%
2017	+31.99%	+19.08%
2016	+3.60%	+27.20%
2015	+9.15%	-0.60%
2014	-4.99%	+14.63%
2013	+26.25%	+29.33%
2012	+17.53%	+23.46%
2011	-16.00%	-16.14%
2010	+18.39%	+12.75%
2009	+41.36%	+13.97%
2008	-47.82%	-47.75%
2007	-0.31%	-17.62%
2006	N/A	+17.71%
2005	N/A	+6.85%
2004	N/A	+10.21%

SCZ vs VFH Drawdown Comparison

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

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The current VFH drawdown is -8.09%.

Rank	SCZ	VFH
#1	-61.87% Dec 13, 2007 - Apr 24, 2013	-78.61% Jun 4, 2007 - Nov 11, 2016
#2	-41.07% Jan 26, 2018 - Nov 23, 2020	-44.44% Feb 14, 2020 - Jan 7, 2021
#3	-36.83% Sep 3, 2021 - Jun 2, 2025	-25.67% Jan 12, 2022 - Feb 22, 2024
#4	-17.42% May 15, 2015 - Sep 6, 2016	-24.30% Jan 26, 2018 - Nov 1, 2019
#5	-16.12% Jul 3, 2014 - May 13, 2015	-17.30% Feb 18, 2025 - Jun 30, 2025
#6	-11.43% Feb 27, 2026 - May 8, 2026	-14.75% Jan 6, 2026 - Mar 27, 2026
#7	-10.32% May 8, 2013 - Aug 5, 2013	-10.78% Mar 5, 2004 - Nov 4, 2004
#8	-6.64% Sep 28, 2016 - Feb 1, 2017	-9.41% Dec 30, 2004 - Jul 11, 2005
#9	-6.18% Jan 15, 2014 - Feb 18, 2014	-8.64% Mar 1, 2017 - Jul 25, 2017
#10	-5.77% Oct 27, 2025 - Dec 11, 2025	-8.33% Feb 20, 2007 - Jun 1, 2007
#11	-5.67% Jun 14, 2021 - Aug 13, 2021	-8.27% Jun 4, 2021 - Aug 10, 2021
#12	-4.87% Mar 6, 2014 - Jun 6, 2014	-7.98% Nov 29, 2024 - Jan 27, 2025
#13	-4.34% May 7, 2021 - Jun 1, 2021	-7.84% Jan 14, 2021 - Feb 9, 2021
#14	-4.09% Aug 13, 2013 - Sep 9, 2013	-7.67% Nov 3, 2021 - Jan 7, 2022
#15	-3.85% Feb 16, 2021 - Mar 16, 2021	-7.40% May 5, 2006 - Sep 12, 2006

Correlation

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

0.95

-101

Dividend Comparison (2004 - 2026)

SCZ vs VFH dividend yield comparison.

Year	SCZ	VFH
2026	0.00%	0.30%
2025	3.30%	1.55%
2024	3.50%	1.75%
2023	2.96%	2.08%
2022	1.99%	2.31%
2021	2.96%	1.87%
2020	1.52%	2.21%
2019	3.52%	2.17%
2018	2.79%	2.30%
2017	2.38%	1.53%
2016	2.82%	1.63%
2015	2.06%	2.00%
2014	2.61%	1.85%
2013	2.39%	1.82%
2012	3.26%	2.13%
2011	3.28%	2.02%
2010	2.84%	1.32%
2009	2.28%	1.72%
2008	2.79%	5.14%
2007	0.08%	2.83%
2006	0.00%	1.96%
2005	0.00%	1.81%
2004	0.00%	2.13%