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SCZ - ETF AI Analysis
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iShares MSCI EAFE Small-Cap ETF (SCZ)
Rating:58Neutral
Price Target:―
Positive Factors
Broad International Diversification
The fund spreads its investments across many developed countries outside the U.S., which helps reduce the impact of problems in any single market.
Well-Spread Sector Exposure
Holdings are distributed across multiple sectors like industrials, consumer cyclical, financials, real estate, and materials, lowering reliance on one part of the economy.
Strong Performance From Several Top Holdings
Many of the largest positions, such as Tower, Weir Group, Pilbara Minerals, Beazley, and Bluescope Steel, have shown strong year-to-date gains that support the ETF’s recent performance.
Negative Factors
Higher Expense Ratio for a Broad ETF
The fund’s expense ratio is on the higher side for a large, diversified index ETF, which slightly reduces net returns over time.
Heavy Tilt Toward Japan
A large share of assets is invested in Japanese stocks, so the fund is more exposed to economic and currency swings in Japan than in other regions.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap companies, its share price can be more volatile and sensitive to market stress than funds holding larger, more established firms.
SCZ vs. SPDR S&P 500 ETF (SPY)
AUM13.36B
RegionDeveloped Markets
Expense Ratio0.40%
Beta0.74
IssueriShares
Inception DateDec 10, 2007
Dividend Yield3.23%
Asset ClassEquity
Index TrackedMSCI EAFE Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,099,872
30 Day Avg. Volume1,552,361
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCZ Summary
SCZ is the iShares MSCI EAFE Small-Cap ETF, which tracks the MSCI EAFE Small Cap Index. It invests in smaller companies in developed markets outside North America, mainly in countries like Japan, the UK, and Australia. The fund holds many different sectors, including industrials, financials, and technology, with companies such as Tower Semiconductor and Pilbara Minerals. Someone might invest in SCZ to seek growth and diversify beyond large U.S. stocks by owning many international small companies at once. A key risk is that small-cap and foreign stocks can be more volatile and can go up and down sharply with global markets.
How much will it cost me?The iShares MSCI EAFE Small-Cap ETF (SCZ) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is passively managed but focuses on a niche category of international small-cap stocks, which can require more specialized tracking. Overall, it’s a reasonable cost for the diversification and growth potential it offers.
What would affect this ETF?The SCZ ETF, which focuses on small-cap companies in developed markets outside North America, could benefit from economic growth in regions like Europe and Asia, as smaller companies often thrive during periods of innovation and expansion. However, it may face challenges from rising interest rates, which can increase borrowing costs for small-cap firms, and global economic uncertainty, which could lead to higher volatility in these markets. Sector-specific trends, such as advancements in technology or shifts in industrial demand, could also impact the ETF's performance positively or negatively.
SCZ Top 10 Holdings
SCZ is powered by a global mix of small-cap names, with Japan and the U.K. doing much of the heavy lifting. Chip-related players like IBIDEN and Resonac are rising and helping the fund’s tech and industrial tilt, while Weir Group and Mitsui Kinzoku add steady strength from the industrial and materials side. Financial name Beazley has been a quiet positive, even as sentiment around it has been a bit choppy. On the flip side, Pilbara Minerals has been lagging lately, showing how volatile resources can tug at returns in this otherwise broadly diversified, ex-North America portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Resonac Holdings Corporation | 0.36% | $48.35M | ¥2.01T | 189.31% | 72 Outperform | |
| Furukawa Electric Co | 0.35% | $46.27M | ¥2.16T | 379.03% | 73 Outperform | |
| Mitsui Kinzoku Co | 0.32% | $42.65M | ¥1.81T | 410.97% | 69 Neutral | |
| Pilbara Minerals | 0.31% | $41.91M | AU$15.76B | 185.84% | 59 Neutral | |
| Beazley | 0.30% | $40.14M | £7.59B | 45.13% | 76 Outperform | |
| Weir Group plc (The) | 0.30% | $39.74M | £7.32B | 19.71% | 75 Outperform | |
| PSP Swiss Property AG | 0.27% | $36.56M | CHF7.42B | 21.85% | 72 Outperform | |
| Diploma | 0.27% | $36.12M | £6.77B | 27.40% | 66 Neutral | |
| St. James's Place | 0.27% | $35.75M | £6.67B | 28.33% | 64 Neutral | |
| IMI plc | 0.27% | $35.41M | £6.49B | 33.54% | 75 Outperform |
SCZ Technical Analysis
Negative
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Price Trends
82.11
Negative
78.79
Negative
75.71
Positive
Market Momentum
-0.96
Positive
26.67
Positive
12.08
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 83.01, equal to the 50-day MA of 82.11, and equal to the 200-day MA of 75.71, indicating a neutral trend. The MACD of -0.96 indicates Positive momentum. The RSI at 26.67 is Positive, neither overbought nor oversold. The STOCH value of 12.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCZ.
SCZ Peer Comparison
Comparison Results
Performance Comparison
SCZ
iShares MSCI EAFE Small-Cap ETF
79.13
15.39
24.14%
IEFA
iShares Core MSCI EAFE ETF
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EFA
iShares MSCI EAFE ETF
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EFV
iShares MSCI EAFE Value ETF
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EFG
iShares MSCI EAFE Growth ETF
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ESGD
iShares ESG Aware MSCI EAFE ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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