IEFA vs. SCZ ETF Comparison
Comparison of iShares Core MSCI EAFE ETF (IEFA) to iShares MSCI EAFE Small-Cap ETF (SCZ)
IEFA
iShares Core MSCI EAFE ETF
IEFA Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE® Investable Market Index (the "underlying index"). The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index has been developed by MSCI Inc. ("MSCI") as an equity benchmark for its international stock performance. The underlying index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.
Grade (RS Rating)
Last Trade
$75.78
Average Daily Volume
7,827,707
61
SCZ
iShares MSCI EAFE Small-Cap ETF
SCZ Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE Small Cap Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index represents the small-cap segment of the MSCI EAFE Index. As of June 30, 2012, the underlying index consisted of the following 22 developed market country indexes or regions.Grade (RS Rating)
Last Trade
$64.40
Average Daily Volume
1,265,874
32
Performance
| Period | IEFA | SCZ |
|---|---|---|
| 30 Days | 7.06% | 6.52% |
| 60 Days | 2.43% | 2.30% |
| 90 Days | 6.60% | 6.13% |
| 12 Months | 13.80% | 9.75% |
29 Overlapping Holdings
| Symbol | Grade | Weight in IEFA | Weight in SCZ | Overlap | |
|---|---|---|---|---|---|
| AEI | F | 0.02% | 0.16% | 0.02% | |
| BWLP | A | 0.01% | 0.06% | 0.01% | |
| CALT | D | 0.0% | 0.02% | 0.0% | |
| CHGX | D | 0.0% | 0.01% | 0.0% | |
| CLBT | D | 0.0% | 0.02% | 0.0% | |
| ELBM | F | 0.0% | 0.03% | 0.0% | |
| FVRR | C | 0.0% | 0.03% | 0.0% | |
| GCBC | C | 0.0% | 0.01% | 0.0% | |
| HAFN | A | 0.01% | 0.09% | 0.01% | |
| INMD | F | 0.01% | 0.05% | 0.01% | |
| ITRN | C | 0.0% | 0.01% | 0.0% | |
| KRNT | F | 0.0% | 0.03% | 0.0% | |
| MLCO | C | 0.01% | 0.07% | 0.01% | |
| MNTX | C | 0.01% | 0.03% | 0.01% | |
| NNDM | F | 0.0% | 0.02% | 0.0% | |
| ODD | F | 0.01% | 0.05% | 0.01% | |
| PGY | D | 0.0% | 0.02% | 0.0% | |
| PIXY | F | 0.01% | 0.05% | 0.01% | |
| RDWR | C | 0.01% | 0.03% | 0.01% | |
| RENB | F | 0.0% | 0.01% | 0.0% | |
| RSKD | B | 0.0% | 0.02% | 0.0% | |
| SMMF | B | 0.0% | 0.02% | 0.0% | |
| TARO | C | 0.0% | 0.01% | 0.0% | |
| TIGO | B | 0.02% | 0.12% | 0.02% | |
| TRMD | B | 0.01% | 0.06% | 0.01% | |
| VALN | F | 0.0% | 0.02% | 0.0% | |
| VGR | C | 0.0% | 0.01% | 0.0% | |
| VMAR | D | 0.0% | 0.01% | 0.0% | |
| ZIM | B | 0.01% | 0.07% | 0.01% |
IEFA Overweight 32 Positions Relative to SCZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVO | C | 2.16% | |
| TM | D | 1.14% | |
| NVS | B | 1.04% | |
| UL | A | 0.68% | |
| MUFG | C | 0.54% | |
| SONY | F | 0.53% | |
| ABBV | D | 0.42% | |
| DEO | D | 0.4% | |
| SMFG | C | 0.38% | |
| HMC | D | 0.25% | |
| STLA | D | 0.25% | |
| MFG | C | 0.24% | |
| LYG | A | 0.22% | |
| BCS | A | 0.21% | |
| E | B | 0.18% | |
| STM | D | 0.14% | |
| SE | C | 0.13% | |
| NMR | D | 0.09% | |
| AER | A | 0.09% | |
| TEVA | A | 0.09% | |
| CCEP | A | 0.08% | |
| CHKP | D | 0.07% | |
| LOGI | D | 0.07% | |
| XRX | D | 0.06% | |
| CYBR | D | 0.05% | |
| AGCO | D | 0.04% | |
| WIX | D | 0.04% | |
| TS | D | 0.04% | |
| MNDY | F | 0.03% | |
| GRAB | C | 0.03% | |
| FUTU | C | 0.02% | |
| GLBE | F | 0.01% |
IEFA: Top Represented Industries & Keywords
SCZ: Top Represented Industries & Keywords
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