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iShares MSCI EAFE Small-Cap ETF (SCZ)
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Upturn Advisory Summary
11/05/2025: SCZ (1-star) is a SELL. SELL since 1 days. Simulated Profits (13.01%). Updated daily EoD!
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 -2.33% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 primarily focuses on small-cap stocks in developed markets outside of North America, providing diversified exposure to international equities. The investment strategy involves holding a basket of stocks designed to mirror the performance of the MSCI EAFE Small Cap Index.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing index-tracking and international equity ETFs.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EAFE Small Cap Index.
Composition The ETF holds a basket of small-cap stocks from developed markets outside the U.S. and Canada.
Market Position
Market Share: The iShares MSCI EAFE Small-Cap ETF holds a significant portion of the market share in the EAFE small-cap ETF category.
Total Net Assets (AUM): 10300000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- SPDR MSCI EAFE Small Cap ETF (SMEE)
- Schwab International Small-Cap Equity ETF (SCHC)
Competitive Landscape
The EAFE small-cap ETF market is competitive, with several providers offering similar exposure. SCZ benefits from BlackRock's brand recognition and trading volume, while competitors such as VSS offer potentially lower expense ratios. SMEE may have better liquidity in niche trading scenarios while SCHC is also very competitive.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers and should be consulted for specific returns over different time periods.
Benchmark Comparison: The ETF's performance should be compared against the MSCI EAFE Small Cap Index to assess tracking accuracy.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
SCZ typically exhibits strong liquidity with a high average daily trading volume, making it easier to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for SCZ is generally tight, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the U.S. and Canada, currency fluctuations, and global trade policies can impact SCZ's performance.
Growth Trajectory
SCZ's growth is tied to the performance of small-cap companies in developed international markets; it may see strategic holding adjustments reflecting index changes.
Moat and Competitive Advantages
Competitive Edge
SCZ benefits from BlackRock's strong brand and established presence in the ETF market. It offers broad exposure to EAFE small-cap stocks with a well-defined index-tracking strategy. The ETF's high liquidity and relatively low expense ratio enhance its attractiveness. Furthermore, SCZ's large asset base contributes to economies of scale and efficient management.
Risk Analysis
Volatility
SCZ's volatility is influenced by the inherent volatility of small-cap stocks and international markets.
Market Risk
Market risk includes economic downturns, geopolitical events, and currency fluctuations in the developed markets represented in the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking diversified exposure to small-cap equities in developed markets outside the U.S. and Canada as a part of a broader portfolio.
Market Risk
SCZ is suitable for long-term investors seeking international diversification and those comfortable with the higher volatility associated with small-cap stocks.
Summary
The iShares MSCI EAFE Small-Cap ETF (SCZ) provides investors with access to small-capitalization companies in developed markets outside the United States and Canada. Managed by BlackRock, a leading ETF provider, SCZ aims to mirror the performance of the MSCI EAFE Small Cap Index. With a competitive expense ratio and strong liquidity, it serves as a convenient tool for diversifying portfolios internationally. SCZ is suitable for investors seeking long-term growth and willing to accept the volatility associated with small-cap and international investments, yet market conditions may cause fluctuations to returns.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investors should conduct their own due diligence before making investment decisions.
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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