SCZ vs VOO
iShares MSCI EAFE Small-Cap ETF vs Vanguard S&P 500 ETF
Which is better, SCZ or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCZ | VOO |
|---|---|---|
| Expense Ratio | 0.40% | 0.03%Best |
| AUM | $13.1B | $997.4B |
| Dividend Yield | 3.07% | 1.04% |
| Holdings | 2,080 | 509 |
| YTD Return | +12.13% | +14.14%Best |
| 1Y Return | +16.10% | +17.31%Best |
| 3Y Return (annualized) | +18.66% | +23.04%Best |
| 5Y Return (annualized) | +5.47% | +13.63%Best |
| Volatility (annualized) | 16.0% | 14.1%Best |
| Max Drawdown | -44.6% | -34.3%Best |
| $10,000 over 5 years | $13,051 | $18,944Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Dec 10, 2007 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 22, 2026 (16 years).
SCZ vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.
SCZ vs VOO Performance
iShares MSCI EAFE Small-Cap ETF (SCZ) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCZ returned +16.10% while VOO returned +17.31%. Year to date, SCZ is up 12.13% versus a gain of 14.14% for VOO.
Over three years, SCZ compounded at +18.66% per year against +23.04% for VOO; over five years the annualized figures are +5.47% and +13.63% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% annualized vs +6.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCZ has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -44.6% for SCZ and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCZ charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, SCZ currently yields 3.07% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1,663 holdings in SCZ and 494 in VOO, totalling 90.4% and 99.5% of the two funds. That is not enough of SCZ to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 1,663 positions we hold weights for in SCZ and 494 in VOO, against full books of 2,080 and 509.
Top Shared Holdings
| Stock | Weight in SCZ | Weight in VOO | Difference |
|---|---|---|---|
| RFRegions Financial Corp. | 0.06% | 0.04% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of SCZ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCZ or VOO?
SCZ has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, SCZ or VOO?
Over the past year SCZ returned +16.10% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SCZ annualized +6.63% vs +13.49% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCZ or VOO?
SCZ has been the more volatile fund at 16.0% annualized versus 14.1% for VOO. Worst drawdown: SCZ -44.6% vs VOO -34.3%.
Should I hold both SCZ and VOO?
SCZ and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCZ or VOO?
SCZ yields 3.07% while VOO yields 1.04%, so SCZ currently pays the higher dividend yield.
Is VOO better than SCZ?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.