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Upturn AI SWOT - About
iShares MSCI EAFE Small-Cap ETF (SCZ)
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Upturn Advisory Summary
04/01/2025: SCZ (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 -5.34% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
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) 1535211 | Beta 1.12 | 52 Weeks Range 57.91 - 67.00 | Updated Date 04/2/2025 |
52 Weeks Range 57.91 - 67.00 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI EAFE Small-Cap ETF
ETF Overview
Overview
The iShares MSCI EAFE Small-Cap ETF (SCZ) seeks to track the investment results of the MSCI EAFE Small Cap Index, representing small-capitalization equities in developed markets, excluding the US and Canada. It provides exposure to a diversified basket of small-cap stocks across Europe, Australasia, and the Far East.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing index-tracking ETFs across various asset classes and geographies.
Investment Objective
Goal
To track the investment results of the MSCI EAFE Small Cap Index.
Investment Approach and Strategy
Strategy: Replicates the MSCI EAFE Small Cap Index.
Composition Primarily holds small-cap stocks in developed markets, excluding the US and Canada.
Market Position
Market Share: SCZ has a significant market share within the EAFE small-cap ETF segment.
Total Net Assets (AUM): 11400000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- Schwab International Small-Cap Equity ETF (SCHC)
Competitive Landscape
The EAFE small-cap ETF market is competitive, with several providers offering similar exposures. SCZ's advantage lies in its established brand and large AUM. Competitors may offer slightly different index methodologies or lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is available from BlackRock's iShares website and financial data providers. Performance varies based on market conditions in the EAFE region.
Benchmark Comparison: The ETF's performance closely tracks the MSCI EAFE Small Cap Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
SCZ has a relatively high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its high liquidity and large AUM.
Market Dynamics
Market Environment Factors
Economic growth in Europe and Asia, currency fluctuations, and geopolitical events significantly impact SCZ's performance.
Growth Trajectory
SCZ's growth trajectory is tied to the performance of EAFE small-cap equities, which can be cyclical and influenced by global economic trends. Strategic changes are infrequent but may involve adjustments to index tracking.
Moat and Competitive Advantages
Competitive Edge
SCZ benefits from BlackRock's brand recognition and established presence in the ETF market. Its large AUM provides economies of scale, and its tight tracking of the MSCI EAFE Small Cap Index makes it a reliable choice for investors seeking EAFE small-cap exposure. The ETF's high liquidity also makes it attractive to both institutional and retail investors. Furthermore, SCZ's longevity in the market contributes to its perceived stability.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, contributing to SCZ's overall volatility.
Market Risk
SCZ is exposed to market risk associated with equity investments in developed markets outside the US. Currency risk is also a factor due to investments in foreign securities.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to small-cap equities in developed markets outside the US and Canada. Ideal for those with a higher risk tolerance.
Market Risk
Suitable for long-term investors seeking diversification and potentially higher growth than large-cap stocks, but with the understanding of increased volatility.
Summary
The iShares MSCI EAFE Small-Cap ETF (SCZ) offers investors exposure to a broad range of small-capitalization equities in developed markets, excluding the US and Canada. It tracks the MSCI EAFE Small Cap Index closely and benefits from BlackRock's established brand and management expertise. While it provides diversification, investors should be aware of the higher volatility associated with small-cap stocks and international investments. Its competitive expense ratio and high liquidity make it a popular choice for investors seeking this specific market exposure. SCZ is best suited for long-term investors with a higher risk tolerance looking to diversify their portfolios.
Similar Companies
EFAS
Global X MSCI SuperDividend® EAFE ETF
EFAS
Global X MSCI SuperDividend® EAFE ETF
GWX
SPDR® S&P International Small Cap ETF
GWX
SPDR® S&P International Small Cap ETF
SCHC
Schwab International Small-Cap Equity ETF
SCHC
Schwab International Small-Cap Equity ETF
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is an estimate and may vary based on the source.
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 EAFE Small-Cap ETF
Exchange NASDAQ | 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index represents the small-capitalization segment of the MSCI EAFE IMI Index.
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