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Upturn AI SWOT - About
iShares MSCI Intl Small-Cap Multifactor ETF (ISCF)
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Upturn Advisory Summary
04/01/2025: ISCF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -9.05% | Avg. Invested days 43 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 55305 | Beta 1.07 | 52 Weeks Range 30.14 - 34.98 | Updated Date 04/2/2025 |
52 Weeks Range 30.14 - 34.98 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Intl Small-Cap Multifactor ETF
ETF Overview
Overview
The iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) seeks to track the investment results of the MSCI International Small Cap Diversified Multiple-Factor Index, providing exposure to small-capitalization companies in developed markets, excluding the United States, screened for value, quality, momentum and size factors.
Reputation and Reliability
iShares is a well-established and reputable ETF provider known for its diverse range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in investment management, with a large team of professionals dedicated to managing and overseeing its ETF products.
Investment Objective
Goal
To track the investment results of the MSCI International Small Cap Diversified Multiple-Factor Index.
Investment Approach and Strategy
Strategy: This ETF aims to provide targeted exposure to international small-cap stocks with enhanced factor tilts towards value, quality, momentum, and size.
Composition The ETF primarily holds stocks of small-capitalization companies located in developed countries outside the United States.
Market Position
Market Share: ISCF holds a moderate market share within the international small-cap factor ETF segment.
Total Net Assets (AUM): 149646100
Competitors
Key Competitors
- AVUV
- DFAI
- XSOE
Competitive Landscape
The international small-cap factor ETF market is competitive, with several providers offering similar strategies. ISCF competes primarily on factor exposure, tracking accuracy, and expense ratio. Its advantage lies in the iShares brand recognition and BlackRock's extensive resources; disadvantages include a potentially higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from reliable sources. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance should be compared to the MSCI International Small Cap Diversified Multiple-Factor Index to determine its tracking effectiveness.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's average trading volume can be found on major financial portals like Bloomberg, Yahoo Finance, or ETF.com and indicates how easily the ETF shares can be bought or sold.
Bid-Ask Spread
The bid-ask spread can also be found on financial data providers and indicates the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic conditions in developed markets, currency fluctuations, and investor sentiment towards international small-cap stocks can significantly affect the ETF's performance.
Growth Trajectory
The growth trajectory depends on the performance of the underlying index, changes in investor demand for factor-based investing, and shifts in asset allocation trends.
Moat and Competitive Advantages
Competitive Edge
ISCF's competitive edge stems from its established brand, BlackRock's expertise in factor-based investing, and its diverse holdings within the international small-cap universe. The ETF's multi-factor approach aims to capture the benefits of different investment styles, potentially leading to enhanced risk-adjusted returns. Its focus on value, quality, momentum, and size provides a well-rounded exposure. iShares' strong distribution network also contributes to its advantage.
Risk Analysis
Volatility
ISCF's volatility reflects the inherent risk of investing in small-cap stocks, which are generally more volatile than large-cap stocks. Its international exposure adds currency risk and exposure to political and economic instability in foreign markets.
Market Risk
The ETF is exposed to market risk, which is the risk that the overall market declines, as well as specific risks related to the companies in its portfolio. Changes in interest rates, inflation, and geopolitical events can also impact its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for ISCF is someone seeking exposure to international small-cap stocks with a tilt towards value, quality, momentum, and size factors. This ETF is suitable for investors with a long-term investment horizon and a higher risk tolerance.
Market Risk
This ETF is best suited for long-term investors looking to diversify their portfolio with international small-cap equities and potentially enhance returns through factor-based investing.
Summary
The iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) offers a targeted approach to investing in international small-cap stocks by incorporating value, quality, momentum, and size factors. It is managed by BlackRock, a reputable ETF provider, and aims to track the MSCI International Small Cap Diversified Multiple-Factor Index. While the ETF provides diversification and factor-based benefits, investors should be aware of the inherent risks associated with small-cap stocks and international markets. ISCF is suitable for long-term investors with a higher risk tolerance seeking to enhance their portfolio's returns through targeted factor exposure and international diversification, and the ETF is a great approach towards diversifying beyond the US equity market.
Similar Companies
AVUV
Avantis® U.S. Small Cap Value ETF
AVUV
Avantis® U.S. Small Cap Value ETF
DFAI
Dimensional International Core Equity Market ETF
DFAI
Dimensional International Core Equity Market ETF
GWX
SPDR® S&P International Small Cap ETF
GWX
SPDR® S&P International Small Cap ETF
SCZ
iShares MSCI EAFE Small-Cap ETF
SCZ
iShares MSCI EAFE Small-Cap ETF
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor. Past performance is not indicative of future results. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Intl Small-Cap Multifactor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index.
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