SCZ vs VGLT

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

5-Year PerformanceSCZ has outperformed VGLT, delivering a return of +5.9% compared to -4.9%

SCZ vs VGLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCZ(ETF)	VGLT(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.40%	0.03%
Max Drawdown	62.65%	50.44%
Sharpe Ratio	1.74	0.03
5Y Beta	0.65	0.05
5Y Dividends CAGR	10.71%	6.61%

Net Assets

Winner

SCZ

$14B

VGLT

$14B

Expense Ratio

SCZ

0.40%

Winner

VGLT

0.03%

Max Drawdown

SCZ

62.65%

Winner

VGLT

50.44%

Sharpe Ratio

Winner

SCZ

1.74

VGLT

0.03

5Y Beta

SCZ

0.65

Winner

VGLT

0.05

5Y Dividends CAGR

Winner

SCZ

10.71%

VGLT

6.61%

SCZ vs VGLT - Historical Returns

Returns include dividend reinvestment.

Period	SCZ	VGLT
1 month	+3.72%	-0.60%
3 months	+0.63%	-1.59%
6 months	+14.49%	-2.15%
1 year	+30.24%	+4.31%
5 years(CAGR)	+5.92%	-4.95%
10 years(CAGR)	+8.49%	-0.99%
Max(CAGR)	+5.64%	+2.49%

Winner

SCZ

+3.72%

VGLT

-0.60%

Winner

SCZ

+0.63%

VGLT

-1.59%

Winner

SCZ

+14.49%

VGLT

-2.15%

Winner

SCZ

+30.24%

VGLT

+4.31%

5Y(CAGR)

Winner

SCZ

+5.92%

VGLT

-4.95%

10Y(CAGR)

Winner

SCZ

+8.49%

VGLT

-0.99%

Max(CAGR)

Winner

SCZ

+5.64%

VGLT

+2.49%

SCZ vs VGLT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCZ	VGLT
2026	+9.82%	-0.25%
2025	+32.40%	+5.23%
2024	+2.77%	-5.80%
2023	+12.31%	+1.50%
2022	-21.61%	-27.68%
2021	+9.90%	-4.91%
2020	+10.70%	+16.54%
2019	+24.72%	+13.62%
2018	-18.18%	-0.48%
2017	+31.99%	+8.37%
2016	+3.60%	-0.08%
2015	+9.15%	-1.81%
2014	-4.99%	+24.41%
2013	+26.25%	-11.50%
2012	+17.53%	+4.55%
2011	-16.00%	+29.34%
2010	+18.39%	+8.97%
2009	+41.36%	-4.16%
2008	-47.82%	N/A
2007	-0.31%	N/A

SCZ vs VGLT Drawdown Comparison

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

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current VGLT drawdown is -36.86%.

Rank	SCZ	VGLT
#1	-61.87% Dec 13, 2007 - Apr 24, 2013	-46.17% Aug 4, 2020 - Oct 19, 2023
#2	-41.07% Jan 26, 2018 - Nov 23, 2020	-17.79% Jul 25, 2012 - Oct 15, 2014
#3	-36.83% Sep 3, 2021 - Jun 2, 2025	-16.92% Jul 8, 2016 - Jun 3, 2019
#4	-17.42% May 15, 2015 - Sep 6, 2016	-14.21% Mar 9, 2020 - Aug 4, 2020
#5	-16.12% Jul 3, 2014 - May 13, 2015	-13.98% Aug 31, 2010 - Aug 4, 2011
#6	-11.43% Feb 27, 2026 - May 8, 2026	-13.80% Jan 30, 2015 - Feb 11, 2016
#7	-10.32% May 8, 2013 - Aug 5, 2013	-9.07% Oct 3, 2011 - Dec 19, 2011
#8	-6.64% Sep 28, 2016 - Feb 1, 2017	-8.89% Dec 19, 2011 - May 16, 2012
#9	-6.18% Jan 15, 2014 - Feb 18, 2014	-7.97% Aug 28, 2019 - Feb 20, 2020
#10	-5.77% Oct 27, 2025 - Dec 11, 2025	-5.69% Nov 27, 2009 - May 6, 2010
#11	-5.67% Jun 14, 2021 - Aug 13, 2021	-4.57% Feb 11, 2016 - Jun 3, 2016
#12	-4.87% Mar 6, 2014 - Jun 6, 2014	-4.32% Sep 22, 2011 - Oct 3, 2011
#13	-4.34% May 7, 2021 - Jun 1, 2021	-4.16% Aug 10, 2011 - Aug 18, 2011
#14	-4.09% Aug 13, 2013 - Sep 9, 2013	-3.59% Aug 19, 2011 - Sep 2, 2011
#15	-3.85% Feb 16, 2021 - Mar 16, 2021	-3.55% Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between SCZ and VGLT is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (2007 - 2026)

SCZ vs VGLT dividend yield comparison.

Year	SCZ	VGLT
2026	0.00%	1.53%
2025	3.30%	4.44%
2024	3.50%	4.33%
2023	2.96%	3.33%
2022	1.99%	2.84%
2021	2.96%	1.82%
2020	1.52%	2.15%
2019	3.52%	2.46%
2018	2.79%	2.71%
2017	2.38%	2.55%
2016	2.82%	2.69%
2015	2.06%	3.21%
2014	2.61%	2.75%
2013	2.39%	3.19%
2012	3.26%	3.02%
2011	3.28%	3.10%
2010	2.84%	3.72%
2009	2.28%	0.46%
2008	2.79%	0.00%
2007	0.08%	0.00%