iShares Morningstar Small-Cap Value ETF

ISCV

시가총액 US$6.64억

Launched on June 28, 2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.

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.

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.

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

ISCV carries a nearly identical expense ratio to VBR but holds fewer assets and has wider bid-ask spreads Recent performance and risk metrics are closely matched, though ISCV experienced a slightly deeper drawdown during downturns ISCV tilts more toward financial services and consumer cyclicals, while VBR leans on industrials

The iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) charges a much lower expense ratio and offers a higher dividend yield than the iShares Russell 2000 Value ETF (NYSEMKT:IWN). IWN delivered a stronger one-year return, but ISCV showed a milder five-year drawdown.