ISCB vs. AFSC
ISCB (iShares Morningstar Small-Cap ETF) and AFSC (abrdn Focused U.S. Small Cap Active ETF) are both Small Cap Blend Equities funds. ISCB is passively managed, while AFSC is actively managed. Over the past year, ISCB returned 29.48% vs 27.01% for AFSC. Their correlation of 0.91 suggests significant overlap in exposure. ISCB charges 0.04%/yr vs 0.65%/yr for AFSC.
Performance
ISCB vs. AFSC - Performance Comparison
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Returns By Period
In the year-to-date period, ISCB achieves a 11.43% return, which is significantly lower than AFSC's 16.58% return.
ISCB
- 1D
- -0.67%
- 1M
- 2.77%
- YTD
- 11.43%
- 6M
- 11.42%
- 1Y
- 29.48%
- 3Y*
- 16.41%
- 5Y*
- 5.72%
- 10Y*
- 9.30%
AFSC
- 1D
- -0.69%
- 1M
- 1.96%
- YTD
- 16.58%
- 6M
- 13.48%
- 1Y
- 27.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCB vs. AFSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 11.43% | 7.93% |
AFSC abrdn Focused U.S. Small Cap Active ETF | 16.58% | 2.67% |
Correlation
The correlation between ISCB and AFSC is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2025 | 0.91 |
The correlation between ISCB and AFSC has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
ISCB vs. AFSC — Risk / Return Rank
ISCB
AFSC
ISCB vs. AFSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and abrdn Focused U.S. Small Cap Active ETF (AFSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ISCB | AFSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.64 | +0.51 |
| Martin ratioReturn relative to average drawdown | 11.26 | 9.96 | +1.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISCB | AFSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.46 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.67 | -0.29 |
Drawdowns
ISCB vs. AFSC - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than AFSC's maximum drawdown of -21.68%. Use the drawdown chart below to compare losses from any high point for ISCB and AFSC.
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Drawdown Indicators
| ISCB | AFSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -21.68% | -39.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -10.29% | +0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.22% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.18% | — | — |
Current DrawdownCurrent decline from peak | -0.67% | -1.79% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -4.15% | -5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.72% | -0.09% |
Volatility
ISCB vs. AFSC - Volatility Comparison
The current volatility for iShares Morningstar Small-Cap ETF (ISCB) is 4.28%, while abrdn Focused U.S. Small Cap Active ETF (AFSC) has a volatility of 5.49%. This indicates that ISCB experiences smaller price fluctuations and is considered to be less risky than AFSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCB | AFSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 5.49% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 13.99% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.51% | 18.59% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 22.57% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 22.57% | +0.11% |
ISCB vs. AFSC - Expense Ratio Comparison
ISCB has a 0.04% expense ratio, which is lower than AFSC's 0.65% expense ratio.
Dividends
ISCB vs. AFSC - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.27%, more than AFSC's 0.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFSC abrdn Focused U.S. Small Cap Active ETF | 0.07% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISCB iShares Morningstar Small-Cap ETF | 1.27% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
Frequently Asked Questions
ISCB and AFSC have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AFSC has higher volatility (5.49%) compared to ISCB (4.28%). In terms of maximum drawdown, ISCB dropped -61.25% vs AFSC's -21.68%.
On 1-year performance, ISCB leads with 29.48% vs 27.01% for AFSC. On fees, ISCB is cheaper at 0.04% per year. On volatility, ISCB has been the lower-risk option at 4.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ISCB has performed better with a 29.48% return vs 27.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISCB is cheaper with a 0.04% expense ratio, compared with 0.65% for AFSC.
ISCB has the higher dividend yield at 1.27%, compared with 0.07% for AFSC.
They also come from different issuers: iShares and Aberdeen. Their fees differ too: 0.04% for ISCB and 0.65% for AFSC.
ISCB currently has the higher Sharpe Ratio (1.80 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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