ISCV's Low Fee and Broad Small-Cap Value Portfolio Stand Out in New ETF Comparisons

Overview

• ISCV charges 0.06% versus 0.18% for IJJ, 0.24% for IWN, and 0.15% for SLYV, with yield edging above IJJ and IWN.
• The portfolio spans about 1,097–1,101 small-cap value stocks, keeps top positions under 1% of assets, and leans toward financials, consumer cyclicals, and industrials.
• IJJ targets mid-cap value with roughly 296 holdings and a higher trailing P/E of 18.30 versus ISCV’s 15.50, with five-year growth of $1,000 at $1,551 for IJJ versus $1,485 for ISCV.
• IWN offers larger scale and liquidity at about $12.4 billion AUM and holds more names, with a 1-year return of 13.8% versus 11.9% for ISCV, though it has a higher fee and a slightly deeper five-year drawdown.
• Against SLYV, ISCV delivered stronger 1- and 5-year returns with a milder five-year drawdown and slightly lower beta, while SLYV remains larger with heavier trading volume.