ISCB vs. SIXS
Compare and contrast key facts about iShares Morningstar Small-Cap ETF (ISCB) and 6 Meridian Small Cap Equity ETF (SIXS).
ISCB and SIXS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004. SIXS is an actively managed fund by Exchange Traded Concepts. It was launched on May 11, 2020.
Performance
ISCB vs. SIXS - Performance Comparison
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ISCB vs. SIXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 0.40% | 12.46% | 10.90% | 19.51% | -19.04% | 17.46% | 41.05% |
SIXS 6 Meridian Small Cap Equity ETF | 3.07% | 4.59% | 5.85% | 14.92% | -18.52% | 40.74% | 43.41% |
Returns By Period
In the year-to-date period, ISCB achieves a 0.40% return, which is significantly lower than SIXS's 3.07% return.
ISCB
- 1D
- 2.94%
- 1M
- -5.35%
- YTD
- 0.40%
- 6M
- 3.40%
- 1Y
- 21.91%
- 3Y*
- 12.76%
- 5Y*
- 4.17%
- 10Y*
- 8.52%
SIXS
- 1D
- 0.69%
- 1M
- -4.11%
- YTD
- 3.07%
- 6M
- 5.53%
- 1Y
- 13.19%
- 3Y*
- 9.29%
- 5Y*
- 3.80%
- 10Y*
- —
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ISCB vs. SIXS - Expense Ratio Comparison
ISCB has a 0.04% expense ratio, which is lower than SIXS's 1.00% expense ratio.
Return for Risk
ISCB vs. SIXS — Risk / Return Rank
ISCB
SIXS
ISCB vs. SIXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and 6 Meridian Small Cap Equity ETF (SIXS). 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 | SIXS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.80 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.24 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.19 | +0.29 |
Martin ratioReturn relative to average drawdown | 6.36 | 4.43 | +1.92 |
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 | SIXS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.80 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.21 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.71 | -0.35 |
Correlation
The correlation between ISCB and SIXS is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ISCB vs. SIXS - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.41%, less than SIXS's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 1.41% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
SIXS 6 Meridian Small Cap Equity ETF | 1.90% | 1.62% | 1.09% | 1.60% | 1.37% | 0.94% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISCB vs. SIXS - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than SIXS's maximum drawdown of -27.68%. Use the drawdown chart below to compare losses from any high point for ISCB and SIXS.
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Drawdown Indicators
| ISCB | SIXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -27.68% | -33.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -11.39% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | -27.68% | -2.26% |
Max Drawdown (10Y)Largest decline over 10 years | -44.18% | — | — |
Current DrawdownCurrent decline from peak | -6.73% | -4.79% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -9.16% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 3.05% | +0.35% |
Volatility
ISCB vs. SIXS - Volatility Comparison
iShares Morningstar Small-Cap ETF (ISCB) has a higher volatility of 6.42% compared to 6 Meridian Small Cap Equity ETF (SIXS) at 4.22%. This indicates that ISCB's price experiences larger fluctuations and is considered to be riskier than SIXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCB | SIXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 4.22% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 9.39% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 16.64% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 17.79% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 19.85% | +2.82% |