Blackrock Small Cap ETF | SCZ

Medium RiskEquity
Blackrock Small Cap ETF
Issued by:iShares by Blackrock
Index : NASDAQ
Unit Price (NAV) :
$
Minimum investment: 2 units
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Blackrock Small Cap ETF | SCZ

Blackrock Small Cap ETF | SCZ

About SCZ ETF

SCZ has a great comprehensive exposure to the international developed small-cap market (Europe, Asia, Australia and Far East) with a large and diverse collection of holdings of more than 1500+ stocks. SCZ avoid big sector, size an country bets with one exception: Canada: SCZ excludes Canadian companies from its portfolio, given the high correlation of Canadian firms to American firms. It can be used to diversify an international stock allocation and express a view on small-cap stocks. Finding Outperforming Small-Cap ETFs (SCZ) SCZ: iShares MSCI EAFE Small-Cap ETF About the Fund Manager: Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank. How did we identify this ETF: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. SCZ is an incredibly liquid fund within the segment, with tight spreads, heavy trading, easy creation, lowest fees and solid tracking and being tax efficient at the same time. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

SCZ Charts
Lifetime5.51%p.a.
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y10Y
Blackrock Small Cap ETF8.68%60.03%7.28%11.38%8.33%

Asset Class

Asset type breakdown
Stock non-US97.48%
Stock US1.16%
Cash0.99%
Other0.38%

SCZ Holdings - Top 10

NameiWeightage (%)
IMCD N.V0.27%
Intermediate Capital Group plc0.27%
VAT Group AG0.27%
AerCap Holdings N.V0.26%
DS Smith Plc0.26%
SIG Combibloc Group AG0.26%
Rightmove plc0.25%
Metso Outotec Oyj0.24%
Sinch AB (publ)0.23%
EMBRACER GROUP0.23%

SCZ Sectors/Industry Breakdown

Sectori% of market value
Industrials23.43%
Consumer Cyclicals14.18%
Real Estate10.97%
Financial Services10.95%
Technology10.37%
Basic Materials8.28%
Healthcare7.19%
Consumer Defensive5.72%
Communication Services4.75%
Utilities2.64%
Energy1.53%

SCZ Countries

Countryi% of market value
Europe Developed37.35%
Japan28.19%
United Kingdom17.13%
Australasia9.67%
Asia Developed3.77%
Africa/Middle East2.27%
North America1.22%
Asia Emerging0.40%

Projected Returns

Investment ofper month
gives returns of :
at 5.37% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 5.37% per annum
$
$
$+ 5.37

SCZ Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol SCZ
Exchange XNAS
ISIN US4642882736
Cat. Benchmark MSCI ACWI Ex USA NR USD
Asset class Equity
Category Foreign Small/Mid Blend
Country US

SCZ Portfolio Data & Volatility Analysis

Net Expense Ratio 0.4i
Beta 1.11i
Valuations Rates Portfolio PE 16.81805i
3 Year Standard Deviation 20.31i

Fund Strategy

iShares MSCI EAFE Small-Cap ETF operates as an exchange-traded fund incorporated in the - USA. The ETF tracks the MSCI Daily Small Cap EAFE Index. The fund invests in small cap equities located in developed markets, excluding the U.S. and Canada. The fund's holdings are primarily focused on the consumer discretionary, financial and industrial sectors.

SCZ Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock Small Cap ETF | SCZ