SCZ - ETF AI Analysis

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iShares MSCI EAFE Small-Cap ETF (SCZ)

Rating:58Neutral

Price Target:―

SCZ, the iShares MSCI EAFE Small-Cap ETF, has a solid but not top-tier rating, reflecting a mix of strong and weaker international small-cap holdings. High-quality names like IMI plc and The Weir Group support the fund’s rating with strong financial performance, positive outlooks, and bullish technical trends, while companies such as Bluescope Steel and Pilbara Minerals, which face financial challenges and valuation concerns, likely weigh on the overall score. The main risk factor is the fund’s concentration in smaller international companies, where volatility, profitability pressures, and potential overvaluation in some holdings can increase risk for investors.

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)

AUM13.63B

RegionDeveloped Markets

Expense Ratio0.40%

Beta0.71

IssueriShares

Inception DateDec 10, 2007

Dividend Yield3.09%

Asset ClassEquity

Index TrackedMSCI EAFE Small Cap

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,508,458

30 Day Avg. Volume987,516

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’s story is all about a broad mix of international small caps rather than a single star running the show. Industrial names like Weir Group and construction player Shimizu have been quietly rising, giving the fund a steady lift, while insurer Beazley and lithium producer Pilbara Minerals add more punch with stronger recent gains. On the flip side, Diploma looks a bit tired, with more mixed momentum. With holdings spread across Europe, Japan, and Australia and no heavy Big Tech tilt, performance is driven by many small engines instead of one big one.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TSEM	Tower	0.44%	$59.92M	₪47.15B	174.22%	―
	―	0.37%	$50.31M	―	―	―
4062	IBIDEN CO	0.35%	$47.34M	¥2.17T	195.08%	63 Neutral
WEIR	Weir Group plc (The)	0.32%	$43.92M	£8.36B	42.48%	75 Outperform
STJ	St. James's Place	0.31%	$42.59M	£8.06B	47.48%	64 Neutral
4004	Resonac Holdings Corporation	0.29%	$39.10M	¥1.59T	144.38%	72 Outperform
PLS	Pilbara Minerals	0.28%	$38.34M	AU$14.14B	122.87%	59 Neutral
DPLM	Diploma	0.28%	$38.09M	£7.21B	16.98%	66 Neutral
BEZ	Beazley	0.27%	$36.74M	£6.88B	41.90%	76 Outperform
IMI	IMI plc	0.27%	$36.55M	£6.96B	44.11%	75 Outperform

SCZ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

78.42

Positive

100DMA

76.70

Positive

200DMA

73.39

Positive

Market Momentum

MACD

1.22

Positive

RSI

64.68

Neutral

STOCH

50.85

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 81.31, equal to the 50-day MA of 78.42, and equal to the 200-day MA of 73.39, indicating a bullish trend. The MACD of 1.22 indicates Positive momentum. The RSI at 64.68 is Neutral, neither overbought nor oversold. The STOCH value of 50.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCZ.

SCZ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SCZ	―	―	$13.63B	0.40%	―
IEFA	―	―	$172.43B	0.07%	―
EFA	―	―	$74.34B	0.32%	―
EFV	―	―	$29.37B	0.33%	―
ESGD	―	―	$11.20B	0.20%	―
JIRE	―	―	$10.07B	0.24%	―

Performance Comparison

SCZ

iShares MSCI EAFE Small-Cap ETF

82.64

21.60

35.39%

IEFA

iShares Core MSCI EAFE ETF

―

EFA

iShares MSCI EAFE ETF

―

EFV

iShares MSCI EAFE Value ETF

―

ESGD

iShares ESG Aware MSCI EAFE ETF

―

JIRE

JPMorgan International Research Enhanced Equity ETF

―

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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