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The Schwab U.S. Small-Cap ETF (SCHA) manages significantly more assets and carries a lower expense ratio than iShares Morningstar Small-Cap ETF (ISCB). The Morningstar ETF provides a higher dividend yield but trailed in total returns over the last 12 months.
ISCB offers ultra-low costs and 1,500+ holdings for diversification, while BBSC concentrates on fewer names with higher recent returns.
The iShares Morningstar Small-Cap ETF (ISCB) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
The Russell 2000 has now lagged the broader market for many years. Small-cap stocks tend to perform well during periods of lower interest rates and economic expansion.
Explore how portfolio size and sector exposure differ between these two small-cap ETFs, each offering unique advantages for investors.
The Vanguard Small-Cap ETF and iShares Morningstar Small-Cap ETF both provide broad exposure to small-cap stocks with very low expense ratios. The iShares Morningstar Small-Cap ETF delivered a slightly higher 1-year total return, though the Vanguard Small-Cap ETF has significantly more assets under management.
The iShares Morningstar Small-Cap ETF (ISCB) provides a slightly higher dividend yield than the Vanguard Small-Cap ETF (VB). VB has far greater assets under management (AUM) compared to ISCB.
The Schwab U.S. Small-Cap ETF (SCHA) offers a lower expense ratio and significantly higher assets under management (AUM) than the iShares Morningstar Small-Cap ETF (ISCB). ISCB provides a higher trailing-12-month dividend yield but has lower returns than SCHA over the past year.
SEC filings for ISCB aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.