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
Expense Ratio
SCZ has an expense ratio of 0.40%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares MSCI EAFE Small-Cap ETF (SCZ) returned 13.43% year-to-date (YTD) and 10.32% over the past 12 months. Over the past 10 years, SCZ returned 5.31% annually, underperforming the S&P 500 benchmark at 10.79%.
SCZ
13.43%
8.28%
12.93%
10.32%
10.17%
5.31%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.98% | 0.51% | 1.03% | 4.67% | 3.62% | 13.43% | |||||||
| 2024 | -2.57% | 1.56% | 3.40% | -3.41% | 5.49% | -3.11% | 5.11% | 1.87% | 2.58% | -6.26% | 0.82% | -3.17% | 1.52% |
| 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% | 10.12% |
| 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% | 11.71% |
| 2019 | 8.09% | 2.04% | 0.51% | 3.26% | -5.67% | 4.30% | -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% | 32.72% |
| 2016 | -6.25% | -1.71% | 8.19% | 1.18% | 1.77% | -4.63% | 5.18% | 0.18% | 3.07% | -2.88% | -2.53% | 1.96% | 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% | -0.34% | 1.13% | 1.71% | -3.31% | 0.20% | -5.40% | 0.08% | -1.34% | -1.09% | -6.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCZ is 63, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
iShares MSCI EAFE Small-Cap ETF provided a 3.09% dividend yield over the last twelve months, with an annual payout of $2.13 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.13 | $2.13 | $1.83 | $1.13 | $2.16 | $1.04 | $2.19 | $1.45 | $1.54 | $1.41 | $1.03 | $1.22 |
Dividend yield | 3.09% | 3.50% | 2.95% | 1.99% | 2.96% | 1.52% | 3.51% | 2.79% | 2.38% | 2.82% | 2.06% | 2.61% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $2.13 |
| 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 | $0.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $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.
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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 3.42%.
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 chart below shows the rolling one-month volatility.
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