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ISCVvsFABETF Comparison

ETF 1
ISCV

iShares Morningstar Small-Cap Value ETF

This fund is part of
US Small Cap Value
+1.04%
VS
ETF 2
FAB

First Trust Multi Cap Value AlphaDEX Fund ETF

This fund is part of
US Multi-Factor
+1.03%

iShares Morningstar Small-Cap Value ETF (ISCV) belongs to the US Small Cap Value segment. First Trust Multi Cap Value AlphaDEX Fund ETF (FAB) is part of the US Multi-Factor segment. ISCV's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, FAB's top sector exposures are Financials, Consumer Discretionary and Energy. ISCV is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.66% for FAB. ISCV is up 12.39% year-to-date (YTD) with +$89M in YTD flows. FAB performs worse with 11.52% YTD performance, and -$855K in YTD flows. Run a side-by-side ETF comparison of ISCV and FAB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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ISCV vs FAB performance and flow charts

Performance

-1.00.01.02.03.04.05.06.0%May 18May 25Jun 1Jun 8Jun 15

Cumulative Flows

0 M20 M40 M60 MMay 18May 25Jun 1Jun 8Jun 15

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Historic performance and flows
Data as of 06/18/2026
1M3MYTD1Y3Y5Y
Perf.
ISCV
FAB
+4.76%+2.80%
+12.15%+5.49%
+12.39%+11.52%
+30.17%+26.31%
+53.20%+49.96%
+48.03%+52.22%
Flows
ISCV
FAB
+$68M-$5M
+$85M-$6M
+$89M-$855K
+$159M-$9M
+$171M-$84M
+$22M-$68M
Volatility and drawdown
3M1Y3Y5Y
Volatility
ISCV
FAB
+14.79%+12.12%
+16.23%+13.87%
+19.53%+16.88%
+20.92%+19.00%
Max drawdown
ISCV
FAB
-3.55%-4.15%
-9.27%-6.70%
-25.27%-22.74%
-25.27%-22.74%
Max drawdown duration
ISCV
FAB
16d44d
67d53d
365d366d
365d366d
Trading data

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ISCV
FAB
Last sale
6/18/2026 at 1:30 PM
$76.22
$99.33
Previous close
06/18/2026
$75.52
$98.99
Consolidated volume
06/18/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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ISCV
FAB
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
ISCV
FAB
Last price
$76.22
$99.33
1D performance
+0.93%
+0.34%
AuM$736.19 M$133.64 M
E/R0.06%0.66%
Characteristics
ISCV
FAB
Management strategyPassivePassive
ProvideriSharesFirst Trust
BenchmarkMorningstar US Small Cap Broad Value Extended IndexNASDAQ AlphaDEX Multi Cap Value Index
N° of holdings956636
Asset classEquitiesEquities
Trailing 12m distribution yield
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Inception dateJune 28, 2004May 8, 2007
ESGNoNo
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Exposure

Countries

ISCV
USA
94.23%
Other
5.77%
FAB
USA
93.67%
Other
6.33%

Sectors

ISCV
Financials
20.48%
Industrials
12.62%
Consumer Discreti.
12.48%
Health Care
9.82%
Real Estate
8.58%
Other
36.03%
FAB
Financials
22.91%
Consumer Discreti.
12.05%
Energy
9.32%
Industrials
9.14%
Information Techn.
7.55%
Utilities
7.39%
Other
31.64%
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Diversification

ISCV

Total weight of top 15 holdings out of 15

7.71%
FAB

Total weight of top 15 holdings out of 15

7.15%

Top 15 holdings

Data as of April 30, 2026
ISCV
CF INDUSTRIES HOLDINGS
0.63%
OVINTIV INC
0.58%
TD SYNNEX
0.57%
VIATRIS INC
0.56%
ALCOA CORP
0.54%
US0357108390
0.53%
MODERNA INC
0.51%
EVEREST REINSURANCE GROUP
0.50%
HOST HOTELS & RESORTS REIT
0.48%
APA CORPORATION
0.48%
US72348N1090
0.47%
US71424F1057
0.47%
AKAMAI TECHNOLOGIES
0.47%
REGAL REXNORD CORP
0.46%
REINSURANCE GROUP OF AMER
0.45%
FAB
ELEVANCE HEALTH INC
0.55%
US86800U3023
0.51%
T ROWE PRICE
0.50%
FISERV
0.48%
PAYPAL HOLDINGS
0.48%
SYNCHRONY FINANCIAL
0.48%
D R HORTON
0.47%
HUMANA
0.47%
US0357108390
0.47%
WALT DISNEY
0.46%
GLOBL PAYMNTS
0.46%
CIGNA
0.46%
NUCOR
0.46%
DELTA AIR LINES
0.45%
AMERICAN INTERNATIONAL GROUP
0.45%
Frequently asked questions about ISCV and FAB

How have the ISCV and FAB ETFs performed in 2026?

As of June 18, 2026, ISCV is up 12.39% year-to-date (YTD), while FAB has returned 11.52%. That puts ISCV better performer ahead so far this year.

Which ETF is attracting more investor money: ISCV or FAB?

Year-to-date, the ISCV ETF saw +$89M in flows, compared to -$855K for FAB.

Which ETF is more volatile: ISCV or FAB?

Over the past year, ISCV had a volatility of 16.23%, while FAB experienced 13.87%.

Which ETF is bigger: ISCV or FAB?

As of June 18, 2026, ISCV holds $736.19 M in assets under management (AUM), while FAB manages $133.64 M.

What sectors do the ISCV and FAB ETFs invest in?

ISCV leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, FAB focuses on Financials, Consumer Discretionary and Energy.

What are the top holdings of the ISCV ETF and FAB ETF?

ISCV top holdings include CF INDUSTRIES HOLDINGS, OVINTIV INC and TD SYNNEX. FAB holds in its top three: ELEVANCE HEALTH INC, US86800U3023 and T ROWE PRICE.

Which ETF is more diversified: ISCV or FAB?

ISCV holds 1072 securities with 7.71% of its assets in the top 15. FAB has 667 securities and a top 15 weight of 7.15%.

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