iShares MSCI EAFE Small-Cap ETF (SCZ)
Market Price (6/6/2026): $83.52
iShares MSCI EAFE Small-Cap ETF (SCZ)
Market Price (6/6/2026): $83.52
Asset Allocation with SCZ
Top 20 Holdings for SCZ
Total Weights Top 5: 0.2% | Top 10: 0.2% | Top 20: 0.2%
| Ticker | Holding | Weight |
|---|---|---|
| null | N/A | 0.24% |
Performance for SCZ Top Holdings
| Ticker | Holding | Weight | Mkt Price6/5 | 1D Rtn | 1M Rtn | YTD Rtn | 1Y Rtn | 3Y Rtn | 5Y Rtn | 10Y Rtn |
|---|---|---|---|---|---|---|---|---|---|---|
| SCZ | iShares MSCI EAFE Small-Cap ETF | 100.00% | 83.52 | -2.5% | -2.3% | 7.7% | 21.4% | 53.6% | 25.6% | 111.1% |
| null | N/A | 0.24% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SCZ Return | 10% | -21% | 13% | 2% | 32% | 11% | 45% |
| Peers Return | 12% | -19% | 16% | 2% | 31% | 11% | 55% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| SCZ Win Rate | 67% | 33% | 58% | 58% | 83% | 67% | |
| Peers Win Rate | 67% | 39% | 58% | 58% | 78% | 67% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 67% | |
Max Drawdowns [4] | |||||||
| SCZ Max Drawdown | -10% | -34% | -15% | -10% | -14% | -11% | |
| Peers Max Drawdown | -9% | -32% | -14% | -9% | -13% | -12% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VSS, SCHC, FNDC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/5/2026 (YTD)
Sharpe Ratios Compared
One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.
Results as of 5312026.How Low Can It Go
| Event | SCZ | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -10.6% | -18.8% |
| % Gain to Breakeven | 11.9% | 23.1% |
| Time to Breakeven | 10 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -14.1% | -9.5% |
| % Gain to Breakeven | 16.4% | 10.5% |
| Time to Breakeven | 49 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.4% | -24.5% |
| % Gain to Breakeven | 50.1% | 32.4% |
| Time to Breakeven | 936 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -37.3% | -33.7% |
| % Gain to Breakeven | 59.5% | 50.9% |
| Time to Breakeven | 199 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.1% | -19.2% |
| % Gain to Breakeven | 23.5% | 23.8% |
| Time to Breakeven | 315 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -14.6% | -12.2% |
| % Gain to Breakeven | 17.1% | 13.9% |
| Time to Breakeven | 68 days | 62 days |
In The Past
iShares MSCI EAFE Small-Cap ETF's stock fell -10.6% during the 2025 US Tariff Shock. Such a loss loss requires a 11.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | SCZ | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.4% | -24.5% |
| % Gain to Breakeven | 50.1% | 32.4% |
| Time to Breakeven | 936 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -37.3% | -33.7% |
| % Gain to Breakeven | 59.5% | 50.9% |
| Time to Breakeven | 199 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.1% | -17.9% |
| % Gain to Breakeven | 28.4% | 21.8% |
| Time to Breakeven | 457 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -60.3% | -53.4% |
| % Gain to Breakeven | 151.7% | 114.4% |
| Time to Breakeven | 780 days | 1085 days |
In The Past
iShares MSCI EAFE Small-Cap ETF's stock fell -10.6% during the 2025 US Tariff Shock. Such a loss loss requires a 11.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Current Dip Buy Opportunities Across ETFs
ETFs currently down 5% or more from trailing 6M peaks.
About SCZ
| Holdings Count: 2Expense Ratio: 0.4%Inception Date: 2007-12-10 | iShares MSCI EAFE Small-Cap ETFThe iShares MSCI EAFE Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada.Asset Class: Equity | ETF Website |
Research & Analysis
Invest in Strategies
Wealth Management
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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