iShares MSCI EAFE Small-Cap ETF (SCZ)
SCZ is a passive ETF by iShares tracking the investment results of the MSCI EAFE Small Cap Index. SCZ launched on Dec 10, 2007 and has a 0.40% expense ratio.
ETF Info
US4642882736
464288273
Dec 10, 2007
Developed Markets (EAFE)
1x
MSCI EAFE Small Cap Index
Multi-Cap
Blend
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI EAFE Small-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI EAFE Small-Cap ETF had a return of 1.77% year-to-date (YTD) and 11.72% in the last 12 months. Over the past 10 years, iShares MSCI EAFE Small-Cap ETF had an annualized return of 5.35%, while the S&P 500 had an annualized return of 11.11%, indicating that iShares MSCI EAFE Small-Cap ETF did not perform as well as the benchmark.
SCZ
1.77%
-5.32%
-2.30%
11.72%
3.13%
5.35%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of SCZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.57% | 1.56% | 3.40% | -3.41% | 5.49% | -3.11% | 5.11% | 1.87% | 2.58% | -6.26% | 1.77% | ||
| 2023 | 8.25% | -3.14% | 0.49% | 2.23% | -4.36% | 3.07% | 3.93% | -3.46% | -4.58% | -4.71% | 8.83% | 7.15% | 12.98% |
| 2022 | -6.09% | -2.96% | -0.41% | -6.99% | 0.47% | -10.28% | 6.63% | -5.89% | -10.95% | 4.43% | 11.90% | -0.91% | -21.27% |
| 2021 | -0.38% | 3.10% | 2.34% | 3.79% | 2.11% | -1.68% | 1.73% | 2.81% | -4.06% | 2.47% | -5.68% | 3.68% | 10.11% |
| 2020 | -3.81% | -8.93% | -17.83% | 9.57% | 8.08% | 2.03% | 2.69% | 7.36% | -0.20% | -3.46% | 12.94% | 7.07% | 11.70% |
| 2019 | 8.09% | 2.04% | 0.51% | 3.26% | -5.67% | 4.29% | -1.50% | -1.68% | 2.95% | 4.11% | 2.40% | 4.17% | 24.68% |
| 2018 | 5.19% | -3.82% | -0.11% | 0.66% | -0.98% | -2.30% | 1.18% | -1.18% | -0.72% | -9.68% | -0.04% | -6.64% | -17.64% |
| 2017 | 3.83% | 2.03% | 2.54% | 4.21% | 3.28% | 0.60% | 3.41% | 0.72% | 2.92% | 1.68% | 0.92% | 2.59% | 32.71% |
| 2016 | -6.25% | -1.71% | 8.19% | 1.18% | 1.77% | -4.63% | 5.18% | 0.18% | 3.07% | -2.88% | -2.53% | 1.95% | 2.62% |
| 2015 | 0.28% | 6.96% | -1.26% | 4.29% | 1.71% | -1.64% | 0.86% | -4.66% | -2.63% | 4.92% | 0.68% | -0.15% | 9.11% |
| 2014 | -2.77% | 6.39% | -1.02% | -0.35% | 1.13% | 1.71% | -3.31% | 0.20% | -5.40% | 0.08% | -1.34% | -1.10% | -6.06% |
| 2013 | 4.25% | 1.32% | 2.23% | 3.57% | -4.00% | -2.74% | 7.01% | -0.67% | 8.82% | 2.99% | 0.30% | 3.10% | 28.64% |
Expense Ratio
SCZ features an expense ratio of 0.40%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCZ is 24, indicating that it is in the bottom 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI EAFE Small-Cap ETF (SCZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI EAFE Small-Cap ETF provided a 2.78% dividend yield over the last twelve months, with an annual payout of $1.73 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.73 | $1.83 | $1.13 | $2.16 | $1.04 | $2.19 | $1.45 | $1.54 | $1.41 | $1.03 | $1.22 | $1.22 |
Dividend yield | 2.78% | 2.95% | 1.99% | 2.96% | 1.52% | 3.51% | 2.79% | 2.38% | 2.82% | 2.06% | 2.61% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI EAFE Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.83 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $2.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $1.04 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 | $2.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $1.45 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $1.54 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $1.41 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $1.03 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $1.22 |
| 2013 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $1.22 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI EAFE Small-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI EAFE Small-Cap ETF was 61.86%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.
The current iShares MSCI EAFE Small-Cap ETF drawdown is 14.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.86% | Dec 14, 2007 | 309 | Mar 9, 2009 | 1030 | Apr 11, 2013 | 1339 |
| -41.07% | Jan 29, 2018 | 541 | Mar 23, 2020 | 171 | Nov 23, 2020 | 712 |
| -36.87% | Sep 7, 2021 | 278 | Oct 12, 2022 | — | — | — |
| -17.42% | May 18, 2015 | 187 | Feb 11, 2016 | 143 | Sep 6, 2016 | 330 |
| -16.12% | Jul 7, 2014 | 73 | Oct 16, 2014 | 143 | May 13, 2015 | 216 |
Volatility
Volatility Chart
The current iShares MSCI EAFE Small-Cap ETF volatility is 3.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.