ISCB vs. ASCE
ISCB (iShares Morningstar Small-Cap ETF) and ASCE (Allspring SMID Core ETF) are both Small Cap Blend Equities funds. ISCB is passively managed, while ASCE is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. ISCB charges 0.04%/yr vs 0.38%/yr for ASCE.
Performance
ISCB vs. ASCE - 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 ASCE's 22.25% 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%
ASCE
- 1D
- -0.38%
- 1M
- 5.38%
- YTD
- 22.25%
- 6M
- 21.06%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCB vs. ASCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 11.43% | 9.98% |
ASCE Allspring SMID Core ETF | 22.25% | 8.61% |
Correlation
The correlation between ISCB and ASCE 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 (All Time) Calculated using the full available price history since Jul 9, 2025 | 0.90 |
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Return for Risk
ISCB vs. ASCE — Risk / Return Rank
ISCB
ASCE
ISCB vs. ASCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and Allspring SMID Core ETF (ASCE). 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 | ASCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | — | — |
| Martin ratioReturn relative to average drawdown | 11.26 | — | — |
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 | ASCE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | — | — |
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 | 1.92 | -1.54 |
Drawdowns
ISCB vs. ASCE - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than ASCE's maximum drawdown of -9.22%. Use the drawdown chart below to compare losses from any high point for ISCB and ASCE.
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Drawdown Indicators
| ISCB | ASCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -9.22% | -52.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | — | — |
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% | -0.38% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -2.10% | -7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | — | — |
Volatility
ISCB vs. ASCE - Volatility Comparison
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Volatility by Period
| ISCB | ASCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.51% | 19.25% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 19.25% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 19.25% | +3.43% |
ISCB vs. ASCE - Expense Ratio Comparison
ISCB has a 0.04% expense ratio, which is lower than ASCE's 0.38% expense ratio.
Dividends
ISCB vs. ASCE - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.27%, more than ASCE's 0.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASCE Allspring SMID Core ETF | 0.18% | 0.22% | 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
With a correlation of 0.90, ISCB and ASCE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, ISCB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISCB is cheaper with a 0.04% expense ratio, compared with 0.38% for ASCE.
ISCB has the higher dividend yield at 1.27%, compared with 0.18% for ASCE.
They also come from different issuers: iShares and Allspring. Their fees differ too: 0.04% for ISCB and 0.38% for ASCE.
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