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Upturn AI SWOT - About
iShares MSCI EAFE Small-Cap ETF (SCZ)
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Upturn Advisory Summary
09/16/2025: SCZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.14% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 55.80 - 72.62 | Updated Date 06/29/2025 |
52 Weeks Range 55.80 - 72.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI EAFE Small-Cap ETF
ETF Overview
Overview
The iShares MSCI EAFE Small-Cap ETF (SCZ) seeks to track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada. It provides exposure to a broad range of international small-cap companies.
Reputation and Reliability
BlackRock is the world's largest asset manager and is known for its robust ETF offerings and risk management.
Management Expertise
BlackRock's iShares team has extensive experience in managing a wide range of ETFs, with dedicated portfolio managers, analysts, and traders.
Investment Objective
Goal
To track the investment results of the MSCI EAFE Small Cap Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: MSCI EAFE Small Cap Index.
Composition Primarily holds stocks of small-capitalization companies in developed markets, excluding the U.S. and Canada.
Market Position
Market Share: SCZ holds a significant portion of the market share within EAFE small-cap ETFs, but faces competition from other issuers.
Total Net Assets (AUM): 10600000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- SPDR Bloomberg Barclays International Treasury Bond ETF (BWX)
Competitive Landscape
The EAFE small-cap ETF market includes several providers. SCZ offers liquidity and brand recognition. Competing ETFs might have slightly lower expense ratios or different indexing methodologies, which could appeal to certain investors.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. Consult fund factsheets for precise returns over different time periods.
Benchmark Comparison: The ETF aims to closely track the MSCI EAFE Small Cap Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF generally has robust average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating liquid trading conditions.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the U.S. and Canada, currency fluctuations, and global trade policies impact SCZ.
Growth Trajectory
Growth depends on the performance of small-cap companies in EAFE countries, with potential for higher growth but also higher volatility.
Moat and Competitive Advantages
Competitive Edge
SCZ benefits from BlackRock's established brand, extensive ETF experience, and large AUM, which enhances liquidity. Its broad index tracking provides diversified exposure to EAFE small-cap equities. This is a core holding to diversify your portfolio across developed countries. As a fund that has stood the test of time, it proves the reliability and stability in this space.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher price fluctuations in SCZ.
Market Risk
SCZ is subject to market risk, particularly related to economic and political developments in EAFE countries. Currency risk can also impact returns.
Investor Profile
Ideal Investor Profile
Investors seeking international small-cap exposure as part of a diversified portfolio and those comfortable with higher volatility.
Market Risk
Suitable for long-term investors seeking to diversify globally and are prepared to withstand potentially higher volatility associated with small-cap stocks.
Summary
The iShares MSCI EAFE Small-Cap ETF (SCZ) offers exposure to small-cap companies in developed markets outside the U.S. and Canada. As an offering from BlackRock's iShares, it benefits from strong brand recognition and high trading liquidity. Its expense ratio is reasonable and the ETF aims to track the index. It is suitable for long-term investors looking for diversification, bearing the higher volatility risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI EAFE Small-Cap ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index represents the small-capitalization segment of the MSCI EAFE IMI Index.
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