DFIS vs SCZ

ADFIS

BSCZ

Measures won2–3SCZ wins · of 6 · 5Y

$10,000 · 5Y$12,651SCZ

Lowest cost0.39%DFIS · $39 on $10k

Most income3.22%SCZ · $322 on $10k

Smallest drop−11.4%SCZ · worst fall in 1Y

Held in common51.8%DFIS and SCZ

DFIS

SCZ

Dimensional - International Small Cap ETF · $5.8BiShares MSCI EAFE Small-Cap ETF · $12.7B

+22.8%3 years · per year$18,522 · $17,366+20.2%

[…]5 years · per year[…] · $12,651+4.8%

0.39%Expense ratio$39 · $40 on $10k · lower wins0.40%

2.23%12-mo yield$223 · $322 on $10k3.22%

−12.5%Worst dropSmaller wins−11.4%

15.4%VolatilityLower wins15.3%

2–3SCZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIS · SCZ

0.3%PSPN.SW0.2%

0.3%HSX.L0.2%

0.3%GTT.PA0.2%

0.2%ACLN.SW0.2%

Held in common51.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.22%	−0.5%	+8.5%	+12.5%	+20.2%	+4.8%	−11.4%	$12.7B
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.23%	−0.6%	+10.0%	+15.7%	+22.8%	new	−12.5%	$5.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.22%	−0.5%	+8.5%	+12.5%	+20.2%	+4.8%	−11.4%	$12.7B
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.23%	−0.6%	+10.0%	+15.7%	+22.8%	new	−12.5%	$5.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIS vs SCZ

DFIS

Dimensional - International Small Cap

[…]

SCZ

iShares MSCI EAFE Small-Cap

$12,651

MeasureDFISSCZ

Fee0.39%0.40%

Cost on $10k a year$39$40

Yield2.23%3.22%

5 years, per year[…]+4.8%

3 years, per year+22.8%+20.2%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.4%15.3%

3–2measures won
SCZ first

51.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFIS, SCZ

Today

51.8%most shared, DFIS and SCZ

DFISSCZ

DFIS—51.8%

SCZ51.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$282most kept, SCZ

SCZ$322 − $40 = $282

DFIS$223 − $39 = $184

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee