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SCZ - ETF AI Analysis
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iShares MSCI EAFE Small-Cap ETF (SCZ)
Rating:58Neutral
Price Target:
$78.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum.
Global Diversification
The fund invests across multiple countries, with significant exposure to Japan, the UK, and Australia, reducing reliance on any single market.
Reasonable Expense Ratio
The ETF charges a moderate expense ratio, making it cost-effective compared to actively managed funds.
Negative Factors
Underwhelming Short-Term Performance
Recent one-month and three-month returns have been weak, suggesting short-term volatility or challenges.
Small-Cap Risk
The focus on small-cap stocks can lead to higher volatility and increased sensitivity to market downturns.
Limited U.S. Exposure
With minimal investment in U.S. companies, the ETF may miss out on opportunities in the world's largest economy.
SCZ vs. SPDR S&P 500 ETF (SPY)
AUM11.79B
RegionDeveloped Markets
Expense Ratio0.40%
Beta0.71
IssueriShares
Inception DateDec 10, 2007
Dividend Yield3.05%
Asset ClassEquity
Index TrackedMSCI EAFE Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume884,188
30 Day Avg. Volume1,305,456
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 Target
87.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2014
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCZ Summary
The iShares MSCI EAFE Small-Cap ETF (SCZ) is an investment fund that focuses on small companies in developed markets outside North America, such as Europe, Japan, and Australia. It follows the MSCI EAFE Small Cap Index and includes businesses from various industries, like technology, real estate, and consumer goods. Some of its holdings include companies like Ebara in Japan and Lynas Rare Earths in Australia. Investors might consider SCZ for diversification and the potential growth of smaller, innovative companies in international markets. However, it’s important to know that small-cap stocks can be more volatile, meaning their prices can go up and down more quickly than larger companies.
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
The iShares MSCI EAFE Small-Cap ETF (SCZ) is leaning heavily on industrials and consumer cyclical stocks, which make up a significant portion of its portfolio. Companies like IBIDEN CO are rising steadily, buoyed by strong technical trends, while Tower Semiconductor has been a standout performer, driving gains with robust growth. On the flip side, Lynas Rare Earths and St. James’s Place are lagging, weighed down by profitability challenges and bearish technical signals. With its focus on developed markets outside North America, SCZ offers a diverse mix of small-cap opportunities, though recent performance has been a mixed bag across sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ebara | 0.35% | $41.54M | ¥1.74T | 13.59% | 69 Neutral | |
| Tower | 0.34% | $41.07M | 34.16B | 100.77% | ― | |
| ― | 0.33% | $39.61M | ― | ― | ― | |
| Diploma | 0.31% | $37.44M | £7.23B | 19.51% | 73 Outperform | |
| Weir Group plc (The) | 0.29% | $34.58M | £7.03B | 23.08% | 74 Outperform | |
| IBIDEN CO | 0.28% | $32.93M | ¥1.58T | 137.25% | 58 Neutral | |
| St. James's Place | 0.27% | $32.35M | £6.59B | 48.76% | 64 Neutral | |
| Shimizu | 0.26% | $30.68M | ¥1.72T | 50.80% | 69 Neutral | |
| Games Workshop | 0.25% | $30.24M | £6.28B | 42.09% | 73 Outperform | |
| Lynas Rare Earths | 0.25% | $29.90M | AU$15.14B | 128.57% | 62 Neutral |
SCZ Technical Analysis
Neutral
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Price Trends
76.34
Negative
75.43
Negative
70.62
Positive
Market Momentum
-0.49
Positive
44.58
Neutral
26.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCZ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 75.75, equal to the 50-day MA of 76.34, and equal to the 200-day MA of 70.62, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 44.58 is Neutral, neither overbought nor oversold. The STOCH value of 26.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCZ.
SCZ Peer Comparison
Comparison Results
Performance Comparison
SCZ
iShares MSCI EAFE Small-Cap ETF
75.02
14.56
24.08%
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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ESGD
iShares ESG Aware MSCI EAFE ETF
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JIRE
JPMorgan International Research Enhanced Equity 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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