ISCB

ETFIndex

iShares Morningstar Small-Cap ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.04%
Annual Cost per $10K
$4.00
30-Year Fee Drag per $10K
$849
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+11.46%

Asset Allocation

US Equity
87%
Intl Equity
3%
Cash
10%

Fee Comparison

ISCB
0.04%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

96% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+41.77%3Y
Compare to

Fee Impact Calculator

$
%
ISCB at 0.04%$376,367
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$4,245
Cost vs index fund−$1,057

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
ISCBiShares Morningstar Small-Cap ETF0.04%
IJRiShares Core S&P Small-Cap ETF0.06%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
AWSHXWashington Mutual Investors Fund0.31%
IJHiShares Core S&P Mid-Cap ETF0.05%
AICCXInvestment Co of America0.32%
FSMAXFidelity Extended Market Index Fund0.03%
FSSNXFidelity Small Cap Index Fund0.03%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
IWMiShares Russell 2000 ETF0.19%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
VWNAXVANGUARD WINDSOR II FUND0.23%
AMCFXAMCAP Fund0.43%
AFMFXAmerican Mutual Fund0.57%
IWRiShares Russell Mid-Cap ETF0.18%
FCNKXFidelity Contrafund0.56%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
XMHQInvesco S&P MidCap Quality ETF0.25%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
IWPiShares Russell Mid-Cap Growth ETF0.23%
VPMAXVANGUARD PRIMECAP FUND0.31%
IWNiShares Russell 2000 Value ETF0.24%
FSKAXFidelity Total Market Index Fund0.01%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
DFASDimensional U.S. Small Cap ETF0.27%
IWDiShares Russell 1000 Value ETF0.18%
QQQMInvesco NASDAQ 100 ETF0.15%
SPEMSPDR Portfolio Emerging Markets ETF0.07%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
DFACDimensional U.S. Core Equity 2 ETF0.17%
FCFMXFidelity Series Total Market Index Fund0.00%
OAZMXOakmark Fund0.63%
VWNEXVANGUARD WINDSOR FUND0.26%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
IJTiShares S&P Small-Cap 600 Growth ETF0.18%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
FSMDXFidelity Mid Cap Index Fund0.03%
FGCKXFidelity Growth Company Fund0.45%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
SCHDSchwab U.S. Dividend Equity ETF0.06%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
DFATDimensional U.S. Targeted Value ETF0.28%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
FLCNXFidelity Contrafund K60.45%
MFEKXMFS Growth Fund0.49%
FUQIXFidelity SAI U.S. Quality Index Fund0.10%
XLFThe Financial Select Sector SPDR Fund0.08%
WFSPXiShares S&P 500 Index Fund0.22%
FSTSXFidelity Series International Small Cap Fund0.01%
PEIYXPutnam Large Cap Value Fund0.63%
JVMAXDisciplined Value Mid Cap Fund0.74%
IWBiShares Russell 1000 ETF0.15%
FMAEXFidelity Magellan Fund0.62%
FCGSXFidelity Series Growth Company Fund0.00%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
SCHASchwab U.S. Small-Cap ETF0.04%
FRISXFranklin Rising Dividends Fund0.52%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
QCGRFXCollege Retirement Equities Fund - Growth Account
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FITLXFidelity U.S. Sustainability Index Fund0.11%
IGViShares Expanded Tech-Software Sector ETF0.39%
VHTVANGUARD HEALTH CARE INDEX FUND0.09%
IJSiShares S&P Small-Cap 600 Value ETF0.18%
PZHEXT. Rowe Price Hedged Equity Fund0.46%
COWZPacer US Cash Cows 100 ETF0.49%
BBGLXBridge Builder Large Cap Growth Fund0.19%
XLIThe Industrial Select Sector SPDR Fund0.08%
NOSIXStock Index Fund0.05%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
SCHBSchwab U.S. Broad Market ETF0.03%
DFUVDimensional U.S. Marketwide Value ETF0.21%
IWOiShares Russell 2000 Growth ETF0.24%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
ESMLiShares ESG Aware MSCI USA Small-Cap ETF0.17%
XMMOInvesco S&P MidCap Momentum ETF0.35%
USMViShares MSCI USA Min Vol Factor ETF0.15%
XLEThe Energy Select Sector SPDR Fund0.08%
JHQAXJPMorgan Hedged Equity Fund0.82%
IWSiShares Russell Mid-Cap Value ETF0.23%
DGROiShares Core Dividend Growth ETF0.08%
FBLEXFidelity Series Stock Selector Large Cap Value Fund0.00%
XLCThe Communication Services Select Sector SPDR Fund0.08%
FDTRXFranklin Dynatech Fund0.45%
FGLGXFidelity Series Large Cap Stock Fund0.00%
FGKFXFidelity Growth Company K6 Fund0.45%
KRESPDR(R) S&P Regional Banking(SM) ETF0.35%
TISEXNuveen Quant Small Cap Equity Fund0.41%
GNRSPDR(R) S&P(R) Global Natural Resources ETF0.40%
FZROXFidelity ZERO Total Market Index Fund0.00%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
ONEQFidelity Nasdaq Composite Index ETF0.21%
SSEYXState Street Equity 500 Index II Portfolio0.02%

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