iShares Morningstar Small Cap Value ETF (ISCV) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with ISCV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ISCV
ISCV charges 0.06% annually. There is 1 ETF in the Small Cap Value Equities category with a lower expense ratio, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 67.80B | Jan 2004 | ISCV vs VBR | |
| Vanguard Russell 2000 Value ETF | 0.06% | 1.40B | Sep 2010 | ISCV vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 2.00B | Sep 2010 | ISCV vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.91B | Sep 2000 | ISCV vs SLYV | |
| iShares US Small Cap Value Factor ETF | 0.20% | 204.95M | Oct 2020 | ISCV vs SVAL |
Best Risk-Adjusted Alternatives to ISCV
ISCV has a PortfoliosLab risk / return rank of 84. There are 22 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 93 | 1.71B | Dec 2010 | ISCV vs BSVO | |
| Pacer US Small Cap Cash Cows ETF | 92 | 3.54B | Jun 2017 | ISCV vs CALF | |
| iShares US Small Cap Value Factor ETF | 92 | 204.95M | Oct 2020 | ISCV vs SVAL | |
| First Trust Small Cap Value AlphaDEX Fund | 92 | 194.55M | Apr 2011 | ISCV vs FYT | |
| iShares Russell 2000 Value ETF | 92 | 14.29B | Jul 2000 | ISCV vs IWN |
Top Performing ISCV Alternatives (YTD)
ISCV is at 17.01% YTD. There are 30 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 28.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 28.00% | 194.55M | Apr 2011 | ISCV vs FYT | |
| Harbor SMID Cap Value ETF | 27.25% | 6.09M | May 2025 | ISCV vs EPSV | |
| Towle Value ETF | 26.87% | 181.60M | Jul 2025 | ISCV vs TCV | |
| Invesco S&P SmallCap 600® Pure Value ETF | 25.98% | 295.69M | Mar 2006 | ISCV vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 25.81% | 673.30M | Mar 2005 | ISCV vs XSVM |
Lowest Volatility Alternatives to ISCV
ISCV has 15.74% 1-year volatility. There are 10 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 11.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 11.84% | 1.13B | Aug 2021 | ISCV vs SMIG | |
| Euclidean Fundamental Value ETF | 14.05% | 136.73M | May 2023 | ISCV vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.49% | 161.61M | Oct 2023 | ISCV vs BSMC | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.64% | 1.77B | Oct 2017 | ISCV vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 14.75% | 228.06M | Apr 2011 | ISCV vs FNK |
Lowest Drawdown Alternatives to ISCV
ISCV has a 1-year max drawdown of -9.25%. There are 18 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF | -6.02% | 3.54B | Jun 2017 | ISCV vs CALF | |
| Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | ISCV vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.23M | Dec 2023 | ISCV vs SMCF | |
| Avantis US Small Cap Value ETF | -7.95% | 30.19B | Sep 2019 | ISCV vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | ISCV vs BSVO |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.11% | 99.95B | May 2020 | ISCV vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -28.22% | 46.52B | Jan 2024 | ISCV vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 67.84% | 44.69B | Jul 2001 | ISCV vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 67 | 10.13% | 869.20B | May 2000 | ISCV vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 13.39% | 42.77B | Jun 2014 | ISCV vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 9 | -3.49% | 41.54B | Jul 2002 | ISCV vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 36 | -18.72% | 28.08B | Apr 2006 | ISCV vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -6.16% | 59.74B | Jan 2005 | ISCV vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 79 | 18.79% | 80.11B | May 2000 | ISCV vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 11.28% | 32.49B | Mar 2008 | ISCV vs ACWI |
Often Compared With ISCV
Investors most often compare ISCV with IJS, SPSM, VTI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ISCV with Any Fund or Stock
Compare ISCV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ISCV with funds that move differently
iShares Morningstar Small Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISCV.
Explore ISCV Diversifiers