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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WICIX or SCZ.
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.
Performance
WICIX vs. SCZ - Performance Comparison
Key characteristics
WICIX:
0.59
SCZ:
0.64
WICIX:
0.90
SCZ:
0.98
WICIX:
1.11
SCZ:
1.12
WICIX:
0.29
SCZ:
0.48
WICIX:
1.37
SCZ:
1.86
WICIX:
5.18%
SCZ:
4.69%
WICIX:
12.12%
SCZ:
13.59%
WICIX:
-41.25%
SCZ:
-61.86%
WICIX:
-17.29%
SCZ:
-10.63%
Returns By Period
In the year-to-date period, WICIX achieves a 5.57% return, which is significantly higher than SCZ's 4.97% return.
WICIX
5.57%
4.91%
-0.26%
7.20%
3.44%
N/A
SCZ
4.97%
3.37%
-1.75%
7.76%
3.73%
5.22%
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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.
Risk-Adjusted Performance
WICIX vs. SCZ — Risk-Adjusted Performance Rank
WICIX
SCZ
WICIX vs. SCZ - Risk-Adjusted Performance 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.
Dividends
WICIX vs. SCZ - Dividend Comparison
WICIX's dividend yield for the trailing twelve months is around 2.39%, less than SCZ's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WICIX Allspring Special International Small Cap Fund | 2.39% | 2.52% | 1.70% | 1.20% | 0.42% | 0.33% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCZ iShares MSCI EAFE Small-Cap ETF | 3.33% | 3.50% | 2.95% | 1.99% | 2.96% | 1.52% | 3.51% | 2.79% | 2.38% | 2.82% | 2.06% | 2.61% |
Drawdowns
WICIX vs. SCZ - Drawdown Comparison
The maximum WICIX drawdown since its inception was -41.25%, 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. For additional features, visit the drawdowns tool.
Volatility
WICIX vs. SCZ - Volatility Comparison
Allspring Special International Small Cap Fund (WICIX) and iShares MSCI EAFE Small-Cap ETF (SCZ) have volatilities of 3.24% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.