WICIX vs. SCZ
Compare and contrast key facts about Allspring Special International Small Cap Fund (WICIX) and iShares MSCI EAFE Small-Cap ETF (SCZ).
WICIX is managed by Allspring Global Investments. It was launched on May 30, 2019. SCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small Cap Index. It was launched on Dec 10, 2007.
Performance
WICIX vs. SCZ - Performance Comparison
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WICIX vs. SCZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WICIX Allspring Special International Small Cap Fund | -6.58% | 19.23% | -0.58% | 11.84% | -21.38% | 12.97% | 10.28% | 13.65% |
SCZ iShares MSCI EAFE Small-Cap ETF | 1.14% | 32.08% | 1.52% | 12.98% | -21.27% | 10.12% | 11.71% | 15.79% |
Returns By Period
In the year-to-date period, WICIX achieves a -6.58% return, which is significantly lower than SCZ's 1.14% return.
WICIX
- 1D
- 0.17%
- 1M
- -11.69%
- YTD
- -6.58%
- 6M
- -5.51%
- 1Y
- 5.78%
- 3Y*
- 4.62%
- 5Y*
- 0.19%
- 10Y*
- —
SCZ
- 1D
- 3.06%
- 1M
- -8.53%
- YTD
- 1.14%
- 6M
- 4.20%
- 1Y
- 27.73%
- 3Y*
- 13.29%
- 5Y*
- 4.46%
- 10Y*
- 7.69%
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WICIX vs. SCZ - Expense Ratio Comparison
WICIX has a 1.05% expense ratio, which is higher than SCZ's 0.40% expense ratio.
Return for Risk
WICIX vs. SCZ — Risk / Return Rank
WICIX
SCZ
WICIX vs. SCZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special International Small Cap Fund (WICIX) and iShares MSCI EAFE Small-Cap ETF (SCZ). 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.
| WICIX | SCZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.71 | -1.39 |
Sortino ratioReturn per unit of downside risk | 0.51 | 2.31 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.34 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 2.29 | -2.01 |
Martin ratioReturn relative to average drawdown | 1.00 | 9.00 | -8.01 |
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
| WICIX | SCZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.71 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.27 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.25 | +0.04 |
Correlation
The correlation between WICIX and SCZ is 0.90, 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
WICIX vs. SCZ - Dividend Comparison
WICIX's dividend yield for the trailing twelve months is around 5.48%, more than SCZ's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WICIX Allspring Special International Small Cap Fund | 5.48% | 5.12% | 2.52% | 1.70% | 1.20% | 1.36% | 0.67% | 3.15% | 0.00% | 0.00% | 0.00% | 0.00% |
SCZ iShares MSCI EAFE Small-Cap ETF | 3.26% | 3.30% | 3.50% | 2.96% | 1.99% | 2.96% | 1.52% | 3.52% | 2.79% | 2.38% | 2.82% | 2.06% |
Drawdowns
WICIX vs. SCZ - Drawdown Comparison
The maximum WICIX drawdown since its inception was -40.70%, smaller than the maximum SCZ drawdown of -61.86%. Use the drawdown chart below to compare losses from any high point for WICIX and SCZ.
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Drawdown Indicators
| WICIX | SCZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -61.86% | +21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -11.43% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -40.70% | -36.87% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.07% | — |
Current DrawdownCurrent decline from peak | -12.15% | -8.53% | -3.62% |
Average DrawdownAverage peak-to-trough decline | -14.28% | -13.17% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.91% | +0.67% |
Volatility
WICIX vs. SCZ - Volatility Comparison
The current volatility for Allspring Special International Small Cap Fund (WICIX) is 5.70%, while iShares MSCI EAFE Small-Cap ETF (SCZ) has a volatility of 7.37%. This indicates that WICIX experiences smaller price fluctuations and is considered to be less risky than SCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WICIX | SCZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 7.37% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 10.71% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 16.38% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 16.62% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 17.35% | -0.38% |