SCZ

iShares MSCI EAFE Small-Cap ETF
B

93
  • Overview
  • Efficiency
  • Tradability
  • Fit

SCZ Fund Description

The iShares MSCI EAFE Small Cap Index Fund tracks a market-cap-weighted index of small-cap companies from Europe, Asia and the Far East.

SCZ Factset Analytics Insight

SCZ is a star within its segment, delivering some of the most comprehensive exposure to the international developed small-cap market with a large and diverse collection of holdings. This breadth serves SCZ well as it accurately reflects the international developed small-cap market. Across nearly every exposure metric SCZ looks incredibly neutral: it avoids big sector, size, and country bets. The one exception is Canada: SCZ excludes Canadian companies from its portfolio—a common practice in this space given the high correlation of Canadian firms to American firms. However, SCZ's advantages extend beyond exposure: it's an incredibly liquid fund for this segment, with tight spreads, heavy trading, and easy creation. It also charges one of the lowest fees in its segment, with solid tracking and tax efficiency as well. For checking all the boxes at a reasonable cost, SCZ is our Analyst Pick.

SCZ MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 18, 2018 the iShares MSCI EAFE Small-Cap ETF MSCI ESG Fund Quality Score is 5.44 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SCZ ranks in the 53th percentile within its peer group and in the 49th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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SCZ Top 10 Countries View All

SCZ Top 10 Sectors

SCZ Top 10 Holdings View All

SCZ Summary Data

BlackRock
iShares
12/10/07
Open-Ended Fund
0.40%
$10.80B
$56.04M
0.02%

SCZ Portfolio Data

$2.81B
20.84
1.69
2.29%
06/19/18
1588

SCZ Index Data

Market Cap
Market Cap
MSCI World Ex-USA Small Cap

Related ETFs to SCZ

SCHC, GWX, HSCZ, DBES, DLS
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

SCZ Portfolio Management

0.40%
0.02%
0.35%
-0.60%

SCZ Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCZ Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
15:59:5067.7831
15:59:5067.77100
15:59:4267.77200
15:59:4267.77100
15:58:5167.7686
15:58:5167.76100
15:58:4467.76100
15:57:5867.76173
15:52:4067.75100
15:51:5067.75100
Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

SCZ Factset Analytics Block Liquidity

As of 01/19/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCZ. SCZ is rated a 5 out of 5.

SCZ Tradability

871,408
$56.04M
740,216
$47.03M
0.02%
$0.01
0.18%
1.15% / -0.69%
None
18.00%
200,000
3.70
0.08%
0.29%
133
$67.21
5

SCZ Sector/Industry BreakdownView All

SCZSegment Benchmark
21.27% 22.32%
20.24% 21.13%
15.38% 16.53%
10.98% 10.28%
8.56% 8.71%
5.73% 6.12%
3.81% 2.41%
2.23% 1.70%

SCZ Geographic Exposure

SCZSegment Benchmark
28.34% 31.11%
16.92% 18.80%
5.90% 6.36%
5.43% 5.92%
4.55% 5.07%
4.34% 4.80%
3.67% 3.79%
3.39% 3.67%
2.34% 2.55%

SCZSegment Benchmark
50.99% 56.08%
38.65% 42.14%
1.06% 1.23%
9.31% 0.59%
100.00% / 0.00% 100.00% / 0.00%

SCZ Performance Statistics

0.97
1.01
1.01
1.03
0.07%
MSCI World Ex-USA Small Cap

SCZ MSCI ESG Ratings

5.44 / 10
53.33
49.41
4.62%
4.27%
158.63

SCZ BENCHMARK COMPARISON

    SCZ
    1588 Holdings
    Segment Benchmark
    2525 Constituents
    Shared Holdings
    1573 (Count)
     
    76.96% (Weight)
SCZSegment Benchmark
0.00% 0.00%
41.52% 45.08%
53.38% 51.12%
5.09% 3.80%
2.26% 2.27%