Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?

Zacks10-07

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US...

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It has amassed assets over $427.74 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.IShares Morningstar Small-Cap Value ETF carries a Zacks ETF Rank of 3 , which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, ISCV is a reasonable option for those seeking exposure to the Style Box - Small Cap Value area of the market. Investors might also want to consider some other ETF options in the space.","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","BK4211":"区域性银行","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","VBR":"Vanguard Small-Cap Value ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4131":"航空货运与物流","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","MORN":"晨星信息","BK4567":"ESG概念","FDN":"First Trust Dow Jones Internet I","BK4117":"多元化保险","AVUV":"Avantis U.S. Small Cap Value ETF","CHRW":"罗宾逊物流","BK4112":"金融交易所和数据","ISCV":"iShares Morningstar Small-Cap Value ETF","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","EWBC":"华美","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4107":"财产与意外伤害保险","AIZ":"安信龙保险","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","BK4585":"ETF&股票定投概念"},"translate_title":"iShares Morningstar Small-Cap Value ETF(ISCV)是否应该出现在您的投资雷达上？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVUV":1,"VBR":1,"ISCV":1,"FDN":1,"EWBC":1,"CHRW":1,"AIZ":1,"MORN":0.9},"content_text":"The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.\nThe fund is sponsored by Blackrock. It has amassed assets over $427.74 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.\nWhy Small Cap Value\nSitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.\nValue stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets.\nCosts\nExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.\nAnnual operating expenses for this ETF are 0.06%, making it the least expensive products in the space.\nIt has a 12-month trailing dividend yield of 2.01%.\nSector Exposure and Top Holdings\nETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Financials sector--about 27.50% of the portfolio. Consumer Discretionary and Industrials round out the top three.\nLooking at individual holdings, Ch Robinson Worldwide Inc (CHRW) accounts for about 0.54% of total assets, followed by East West Bancorp Inc (EWBC) and Assurant Inc (AIZ).\nThe top 10 holdings account for about 4.58% of total assets under management.\nPerformance and Risk\nISCV seeks to match the performance of the MORNINGSTAR US SML CP BRD VLUE EXTD INDX before fees and expenses. The Morningstar US Small Cap Broad Value Extended Index comprises of small-capitalization U.S. equities that exhibit value characteristics.\nThe ETF has added roughly 7.73% so far this year and was up about 28.14% in the last one year (as of 10/07/2024). In the past 52-week period, it has traded between $47.77 and $64.15.\nThe ETF has a beta of 1.24 and standard deviation of 21.22% for the trailing three-year period. With about 1129 holdings, it effectively diversifies company-specific risk.\nAlternatives\nIShares Morningstar Small-Cap Value ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, ISCV is a reasonable option for those seeking exposure to the Style Box - Small Cap Value area of the market. Investors might also want to consider some other ETF options in the space.\nThe Avantis U.S. Small Cap Value ETF (AVUV) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While Avantis U.S. Small Cap Value ETF has $13.75 billion in assets, Vanguard Small-Cap Value ETF has $30.57 billion. AVUV has an expense ratio of 0.25% and VBR charges 0.07%.\nBottom-Line\nRetail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\niShares Morningstar Small-Cap Value ETF (ISCV): ETF Research Reports\nC.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report\nAssurant, Inc. (AIZ) : Free Stock Analysis Report\nEast West Bancorp, Inc. (EWBC) : Free Stock Analysis Report\nVanguard Small-Cap Value ETF (VBR): ETF Research Reports\nAvantis U.S. Small Cap Value ETF (AVUV): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2473786172"}