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
| Performance | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|
| Blackrock Small Cap ETF | 8.68% | 60.03% | 7.28% | 11.38% | 8.33% |
Asset Class
Asset type breakdown
SCZ Holdings - Top 10
| Namei | Weightage (%) | |
|---|---|---|
| IMCD N.V | 0.27% | |
| Intermediate Capital Group plc | 0.27% | |
| VAT Group AG | 0.27% | |
| AerCap Holdings N.V | 0.26% | |
| DS Smith Plc | 0.26% | |
| SIG Combibloc Group AG | 0.26% | |
| Rightmove plc | 0.25% | |
| Metso Outotec Oyj | 0.24% | |
| Sinch AB (publ) | 0.23% | |
| EMBRACER GROUP | 0.23% |
SCZ Sectors/Industry Breakdown
| Sectori | % of market value | |
|---|---|---|
| Industrials | 23.43% | |
| Consumer Cyclicals | 14.18% | |
| Real Estate | 10.97% | |
| Financial Services | 10.95% | |
| Technology | 10.37% | |
| Basic Materials | 8.28% | |
| Healthcare | 7.19% | |
| Consumer Defensive | 5.72% | |
| Communication Services | 4.75% | |
| Utilities | 2.64% | |
| Energy | 1.53% |
SCZ Countries
| Countryi | % of market value | |
|---|---|---|
| Europe Developed | 37.35% | |
| Japan | 28.19% | |
| United Kingdom | 17.13% | |
| Australasia | 9.67% | |
| Asia Developed | 3.77% | |
| Africa/Middle East | 2.27% | |
| North America | 1.22% | |
| Asia Emerging | 0.40% |
Projected Returns
Returnsbased on historic SIP returns of 5.37% per annum
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 | 0.4 | i |
| Beta | 1.11 | i |
| Valuations Rates Portfolio PE | 16.81805 | i |
| 3 Year Standard Deviation | 20.31 | i |
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.
