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The iShares Morningstar Small-Cap Value ETF (ISCV) carries a lower expense ratio than the iShares S&P Mid-Cap 400 Value ETF (IJJ). IJJ has experienced a modestly lower maximum drawdown over the last five years.
IWN delivered a 37.4% one-year return but carries higher fees, while ISCV offers a 0.06% expense ratio and stronger dividend yield of 1.9%.
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.
The iShares Morningstar Small-Cap Value ETF (ISCV) carries a lower expense ratio of 0.06% compared to 0.24% for the iShares Russell 2000 Value ETF (IWN). ISCV's 1.88% dividend yield is higher than IWN's 1.45%.
iShares Morningstar Small-Cap Value ETF has a significantly lower expense ratio than iShares S&P Mid-Cap 400 Value ETF iShares S&P Mid-Cap 400 Value ETF offers lower volatility and a shallower maximum drawdown over the last five years iShares Morningstar Small-Cap Value ETF holds over 1,000 positions, providing much broader diversification than its mid-cap counterpart
The iShares Morningstar Small-Cap Value ETF delivered a 27.10% total return over the last 12 months, slightly outpacing its Vanguard counterpart. The Vanguard Small-Cap Value ETF maintains a significantly larger scale with $64.9 billion in assets under management compared to $656.6 million for the iShares fund.
Explore how sector exposures and index strategies set these small-cap value ETFs apart for investors seeking different portfolio priorities.
Compare expense ratios, diversification, and risk profiles as these two value-focused ETFs take distinct approaches to portfolio construction.
SEC filings for ISCV aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.