TSCV vs. ISCV
TSCV (Thrivent Small Cap Value ETF) and ISCV (iShares Morningstar Small Cap Value ETF) are both Small Cap Value Equities funds. TSCV is actively managed, while ISCV is passively managed. Their correlation of 0.93 suggests significant overlap in exposure. TSCV charges 0.60%/yr vs 0.06%/yr for ISCV.
Performance
TSCV vs. ISCV - Performance Comparison
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Returns By Period
In the year-to-date period, TSCV achieves a 21.01% return, which is significantly higher than ISCV's 12.15% return.
TSCV
- 1D
- 0.04%
- 1M
- 5.29%
- YTD
- 21.01%
- 6M
- 19.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCV
- 1D
- -0.04%
- 1M
- 2.51%
- YTD
- 12.15%
- 6M
- 10.02%
- 1Y
- 29.78%
- 3Y*
- 16.32%
- 5Y*
- 7.57%
- 10Y*
- 9.06%
TSCV vs. ISCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TSCV Thrivent Small Cap Value ETF | 21.01% | 6.24% |
ISCV iShares Morningstar Small Cap Value ETF | 12.15% | 4.59% |
Correlation
The correlation between TSCV and ISCV is 0.93, 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 Nov 17, 2025 | 0.93 |
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Return for Risk
TSCV vs. ISCV — Risk / Return Rank
TSCV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISCV
TSCV vs. ISCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Value ETF (TSCV) and iShares Morningstar Small Cap Value ETF (ISCV). 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.
| TSCV | ISCV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.23 | — |
| Martin ratioReturn relative to average drawdown | — | 11.27 | — |
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Drawdowns
TSCV vs. ISCV - Drawdown Comparison
The maximum TSCV drawdown since its inception was -10.17%, smaller than the maximum ISCV drawdown of -63.14%. Use the drawdown chart below to compare losses from any high point for TSCV and ISCV.
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Drawdown Indicators
| TSCV | ISCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.17% | -63.14% | +52.97% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.25% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.35% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.35% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.56% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.97% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -9.12% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.65% | — |
Volatility
TSCV vs. ISCV - Volatility Comparison
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Volatility by Period
| TSCV | ISCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.79% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.58% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 16.32% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 20.78% | -4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 23.31% | -6.58% |
TSCV vs. ISCV - Expense Ratio Comparison
TSCV has a 0.60% expense ratio, which is higher than ISCV's 0.06% expense ratio.
Dividends
TSCV vs. ISCV - Dividend Comparison
TSCV's dividend yield for the trailing twelve months is around 0.23%, less than ISCV's 1.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCV iShares Morningstar Small Cap Value ETF | 1.91% | 2.04% | 2.01% | 2.21% | 2.12% | 1.95% | 2.01% | 2.36% | 2.48% | 1.74% | 2.49% | 2.60% |
TSCV Thrivent Small Cap Value ETF | 0.23% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, TSCV and ISCV 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, ISCV is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISCV is cheaper with a 0.06% expense ratio, compared with 0.60% for TSCV.
ISCV has the higher dividend yield at 1.91%, compared with 0.23% for TSCV.
They also come from different issuers: Thrivent and iShares. Their fees differ too: 0.60% for TSCV and 0.06% for ISCV.
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