iShares Morningstar Small-Cap ETF ISCB

iShares Morningstar Small-Cap ETF, anteriormente conocido como iShares Morningstar Small Core Index Fund (el Fondo Principal), es un fondo cotizado en bolsa. El Fondo busca resultados de inversión que se correspondan generalmente con el rendimiento del precio y el rendimiento del índice Morningstar Small Core (el Índice Principal). El Índice Principal mide el rendimiento de las acciones emitidas por empresas de pequeña capitalización que han mostrado características de crecimiento y valor promedio según la metodología de índices de Morningstar Inc. El Fondo Principal invierte en una muestra representativa de valores incluidos en el Índice Principal que en conjunto tiene un perfil de inversión similar al Índice Principal. El asesor de inversiones del Fondo es BlackRock Fund Advisors.

Con 14 acciones de ISCB (USD 1.010,24) habrías recibido USD 13,58 en dividendos en los últimos 12 meses.

• Zacks Investment Research 8 sept

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

  The iShares Morningstar Small-Cap ETF (ISCB) is reviewed as a passively managed small-cap blend ETF with a low expense ratio of 0.04%, $286.71 million in assets, and year-to-date performance of 16.7%. The fund holds approximately 1,580 stocks with heavy exposure to Industrials, Financials, and Healthcare sectors. It carries a Zacks ETF Rank of 3 (Hold) and is compared to larger competitors like Vanguard Morningstar Small-Cap ETF (VB) and iShares Core S&P Small-Cap ETF (IJR).

  

• The Motley Fool 7 jul

  Which Small Cap ETF Is the Better Buy in 2026? iShares and JPMorgan Have Compelling Offerings

  JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and iShares Morningstar Small-Cap ETF (ISCB) offer different approaches to small-cap investing. BBSC delivers superior recent performance (35.8% 1-year return vs 27.8%) with a more concentrated portfolio of 728 holdings, while ISCB provides broader diversification with 1,557 holdings, lower costs (0.04% vs 0.09% expense ratio), and higher dividend yield (1.30% vs 1.00%). The article recommends BBSC as the better buy based on stronger performance metrics, despite ISCB's advantages in cost and diversification.

  

• The Motley Fool 26 jun

  Vanguard Vs. iShares: Is VB or ISCB the Better Small Cap ETF?

  Vanguard Small-Cap ETF (VB) and iShares Morningstar Small-Cap ETF (ISCB) are compared as low-cost small-cap investment options. While both offer similar expense ratios and dividend yields, VB is favored due to superior 10-year annualized returns (10% vs 8.9%), significantly larger asset base ($182.7B vs $277.7M), and lower drawdown risk, making it the slightly better choice for small-cap exposure.

  

• The Motley Fool 19 jun

  Which Is the Better Small-Cap ETF, Vanguard's VB or the iShares ISCB?

  The article compares two small-cap ETFs: Vanguard Small-Cap ETF (VB) and iShares Morningstar Small-Cap ETF (ISCB). VB offers lower expenses (0.03% vs 0.04%), greater liquidity with $182.7B in AUM, and better 5-year performance with a $1,446 return on $1,000 invested. ISCB provides broader diversification with 1,544 holdings versus VB's 1,357, slightly higher dividend yield (1.30% vs 1.20%), and stronger 1-year returns (31.60% vs 29.90%). VB is recommended for long-term buy-and-hold investors, while ISCB appeals to income-focused investors seeking broader exposure.

  

• The Motley Fool 17 ene

  Small-Cap ETFs: ISCB Outperforms, but SPSM Yields More

  ISCB and SPSM are two small-cap ETFs with different strengths. ISCB outperformed with a 17.46% 1-year return and holds 1,578 stocks for broader diversification, while SPSM offers lower costs (0.03% expense ratio), higher dividend yield (1.62%), and greater liquidity with $13.08 billion in assets. The choice depends on whether investors prioritize performance and diversification or cost-efficiency and income.