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ISCF vs. AVUV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ISCF vs. AVUV

Last updated Jun 23, 2026

ISCF (iShares MSCI Intl Small-Cap Multifactor ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - ISCF is a Foreign Small & Mid Cap Equities fund tracking the MSCI World exUSA SmallCap Diversified Multi-Factor, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. ISCF is passively managed, while AVUV is actively managed. Over the past 5 years, ISCF returned 7.94%/yr vs 11.94%/yr for AVUV. A 0.68 correlation means they provide meaningful diversification when combined. ISCF charges 0.40%/yr vs 0.25%/yr for AVUV.

Performance

ISCF vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISCF achieves a 7.82% return, which is significantly lower than AVUV's 20.76% return.

ISCF

1D
0.27%
1M
-0.01%
YTD
7.82%
6M
8.05%
1Y
22.38%
3Y*
18.06%
5Y*
7.94%
10Y*
9.24%

AVUV

1D
0.31%
1M
2.33%
YTD
20.76%
6M
18.15%
1Y
39.60%
3Y*
20.03%
5Y*
11.94%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISCF vs. AVUV - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
ISCF
iShares MSCI Intl Small-Cap Multifactor ETF		7.82%33.65%4.75%11.50%-15.07%13.31%7.65%11.90%
AVUV
Avantis US Small Cap Value ETF		20.76%7.44%9.28%22.82%-4.91%42.20%6.43%8.54%

Correlation

The correlation between ISCF and AVUV is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.61

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.68

The correlation between ISCF and AVUV has been stable across timeframes, ranging from 0.61 to 0.70 - a consistent structural relationship.

ISCF vs. AVUV - Sectors Allocation Comparison

Sectors
ISCF
AVUV

Industrials

23.8%
13.6%

Consumer Cyclical

12.4%
18.7%

Financial Services

12.1%
26.1%

Basic Materials

11.6%
5.1%

Technology

10.8%
7.4%

Real Estate

8.5%
0.7%

Healthcare

5.3%
4.8%

Energy

4.6%
15.8%

Consumer Defensive

3.9%
4.7%

Communication Services

3.7%
3.1%

Utilities

3.5%
0.1%

Industrials

ISCF
23.8%
AVUV
13.6%

Consumer Cyclical

ISCF
12.4%
AVUV
18.7%

Financial Services

ISCF
12.1%
AVUV
26.1%

Basic Materials

ISCF
11.6%
AVUV
5.1%

Technology

ISCF
10.8%
AVUV
7.4%

Real Estate

ISCF
8.5%
AVUV
0.7%

Healthcare

ISCF
5.3%
AVUV
4.8%

Energy

ISCF
4.6%
AVUV
15.8%

Consumer Defensive

ISCF
3.9%
AVUV
4.7%

Communication Services

ISCF
3.7%
AVUV
3.1%

Utilities

ISCF
3.5%
AVUV
0.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI Intl Small-Cap Multifactor ETF

Avantis US Small Cap Value ETF

Often compared with ISCF:
ISCF vs. ISVLISCF vs. VSSISCF vs. AVDVISCF vs. SCZISCF vs. HSCZISCF vs. FISMXISCF vs. SPY
Often compared with AVUV:
AVUV vs. VBRAVUV vs. VTIAVUV vs. IWMAVUV vs. IJRAVUV vs. DFSVAVUV vs. VIOVAVUV vs. AVUVX

Return for Risk

ISCF vs. AVUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ISCF
ISCF Risk / Return Rank: 4444
Overall Rank
ISCF Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ISCF Sortino Ratio Rank: 4444
Sortino Ratio Rank
ISCF Omega Ratio Rank: 4343
Omega Ratio Rank
ISCF Calmar Ratio Rank: 4141
Calmar Ratio Rank
ISCF Martin Ratio Rank: 4545
Martin Ratio Rank
AVUV
AVUV Risk / Return Rank: 7676
Overall Rank
AVUV Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AVUV Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVUV Omega Ratio Rank: 6868
Omega Ratio Rank
AVUV Calmar Ratio Rank: 8888
Calmar Ratio Rank
AVUV Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISCF vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) and Avantis US Small Cap Value ETF (AVUV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

ISCFAVUVDifference
Sharpe ratioReturn per unit of total volatility
1.52
2.26

-0.73

Sortino ratioReturn per unit of downside risk
2.16
3.21

-1.05

Omega ratioGain probability vs. loss probability

1.28

1.39

-0.11

Calmar ratioReturn relative to maximum drawdown

1.98

5.00

-3.02

Martin ratioReturn relative to average drawdown

7.27

14.84

-7.57

ISCF vs. AVUV - Sharpe Ratio Comparison

The current ISCF Sharpe Ratio is 1.52, which is lower than the AVUV Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of ISCF and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

ISCF vs. AVUV - Drawdown Comparison

The maximum ISCF drawdown since its inception was -40.79%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ISCF and AVUV.

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Drawdown Indicators

ISCFAVUVDifference

Max Drawdown

Largest peak-to-trough decline

-40.79%

-49.42%

+8.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.34%

-7.95%

-3.39%

Max Drawdown (3Y)

Largest decline over 3 years

-13.85%

-28.79%

+14.94%

Max Drawdown (5Y)

Largest decline over 5 years

-30.70%

-28.79%

-1.91%

Max Drawdown (10Y)

Largest decline over 10 years

-40.79%

—

—

Current Drawdown

Current decline from peak

-2.15%

-1.61%

-0.54%

Average Drawdown

Average peak-to-trough decline

-8.12%

-7.90%

-0.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.09%

2.68%

+0.41%

Volatility

ISCF vs. AVUV - Volatility Comparison

iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) has a higher volatility of 4.61% compared to Avantis US Small Cap Value ETF (AVUV) at 4.28%. This indicates that ISCF's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ISCFAVUVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

4.28%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

12.43%

11.39%

+1.04%

Volatility (1Y)

Calculated over the trailing 1-year period

14.80%

17.67%

-2.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.72%

22.65%

-5.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.42%

28.23%

-10.81%

ISCF vs. AVUV - Expense Ratio Comparison

ISCF has a 0.40% expense ratio, which is higher than AVUV's 0.25% expense ratio.

Dividends

ISCF vs. AVUV - Dividend Comparison

ISCF's dividend yield for the trailing twelve months is around 3.67%, more than AVUV's 1.63% yield.

PositionTTM20252024202320222021202020192018201720162015
AVUV
Avantis US Small Cap Value ETF		1.63%1.58%1.61%1.65%1.74%1.28%1.21%0.38%0.00%0.00%0.00%0.00%
ISCF
iShares MSCI Intl Small-Cap Multifactor ETF		3.67%3.76%4.29%3.94%2.73%3.93%2.30%2.87%2.14%1.97%2.89%1.46%

Frequently Asked Questions

ISCF and AVUV have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ISCF has higher volatility (4.61%) compared to AVUV (4.28%). In terms of maximum drawdown, ISCF dropped -40.79% vs AVUV's -49.42%.

On 5-year performance, AVUV leads with 11.94% vs 7.94% for ISCF. On fees, AVUV is cheaper at 0.25% per year. On volatility, AVUV 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 5-year period, AVUV has performed better with a 11.94% return vs 7.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AVUV is cheaper with a 0.25% expense ratio, compared with 0.40% for ISCF.

ISCF has the higher dividend yield at 3.67%, compared with 1.63% for AVUV.

ISCF is categorized as Foreign Small & Mid Cap Equities, while AVUV is Small Cap Value Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.40% for ISCF and 0.25% for AVUV.

AVUV currently has the higher Sharpe Ratio (2.26 vs 1.52), 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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