Compare · 2 funds side by side · dividends reinvested

DFIS and SCZ

DFISDimensional×SCZiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,891SCZ · best of the two

02 / 04

DFIS and SCZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.19%+12.1%+18.1%+23.1%[…]−12.5%15.5%$5.8B1.4

iShares MSCI EAFE Small-Cap ETFInternational · Developed0.40%3.17%+10.1%+14.3%+20.2%+5.2%−11.4%15.3%$12.9B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFIS 2022 · SCZ 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE Small-Cap ETF · $12.9B$12,891

SCZ

DFIS

Dimensional - International Small Cap ETF · $5.8B[…]

$10,000 five years ago, dividends reinvested · they hold 51.9% in common

SCZMeasureDFIS

+10.1%Year to dateJan 1 → Nov 4+12.1%

+14.3%1 yearTotal return+18.1%

+20.2%3 years · per year$10,000 became $17,385 · $18,633+23.1%

+5.2%5 years · per year$10,000 became $12,891 · […][…]

0.40%Expense ratio$40 · $39 a year on $10k · lower is better0.39%

3.17%Trailing 12-mo yield$317 · $219 a year on $10k2.19%

−11.4%Worst dropSmaller is better−12.5%

15.3%VolatilityLower is calmer15.5%

SCZDFIS Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DFIS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCZ vs DFIS: Top 5 Holdings

Today

SCZ

1.4%in top 5

DFIS

in top 51.8%

SCZStockDFIS

not top 5VACN.SW0.4%

not top 5ORNBV.HE0.4%

not top 5QIA.DE0.4%

not top 5PST.MI0.3%

not top 5FTT.TO0.3%

0.3%6532.Tnot top 5

0.3%BSL.AXnot top 5

0.3%IMI.Lnot top 5

0.3%WEIR.Lnot top 5

0.2%PSPN.SWnot top 5

Held in common51.9%

End-of-day Nov 4, 2026 · share of each fund

SCZ vs DFIS Returns, Every Period

iSharesSCZ

+14.3%

past year

DFISDimensional

+18.1%

past year

SCZDFISFaded: behind in that period

0–3DFIS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCZ vs DFIS

YTD

iSharesSCZ

+10.1%

DFISDimensional

+12.1%

+10.1%Year to date+12.1%

−11.4%Worst drop · 1Y−12.5%

15.3%Volatility · 1Y15.5%

3.2%Yield2.2%

$12.9BAssets$5.8B

3–1SCZ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, SCZ

Today

0.39%lowest, DFIS

FundExpense ratioFee$10k

DFIS0.39%$39

SCZ0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIS, SCZ

3.17%highest, SCZ

FundTrailing yieldYield$10k

SCZ3.17%$317

DFIS2.19%$219

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$277most kept, SCZ

SCZ$317 − $40 = $277

DFIS$219 − $39 = $180

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIS, SCZ

Today

51.9%most shared, DFIS and SCZ

DFISSCZ

DFIS—51.9%

SCZ51.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%DFIS, at 15.5% volatility

SCZWorst drop−11.4%15.3% vol

DFISWorst drop−12.5%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCZDFIS

+10.1%Year to date+12.1%

3.2%Yield2.2%

+14.3%Past year+18.1%

0.40%Fee0.39%

3–1DFIS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026