DFIS vs SCZ

ADFIS

BSCZ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,690IEFA · SCZ $12,474

Lowest cost0.07%IEFA · $7 on $10k

Most income3.40%IEFA · $340 on $10k

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

Held in common52.0%DFIS and SCZ

Dimensional - International Small Cap ETF · $5.8BiShares MSCI EAFE Small-Cap ETF · $12.9B

+20.9%3 years · per year$17,656 · $16,422+18.0%

[…]5 years · per year[…] · $12,474+4.5%

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

2.22%12-mo yield$222 · $322 on $10k

Cards for this view

DFIS

Dimensional - International Small Cap

[…]

SCZ

iShares MSCI EAFE Small-Cap

$12,474

MeasureDFISSCZ

Fee0.39%0.40%

Cost on $10k a year$39$40

Yield2.22%3.22%

5 years, per year[…]+4.5%

3 years, per year+20.9%+18.0%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.9%

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.22%	−0.5%	+8.4%	+12.0%	+18.0%	+4.5%	−11.4%	$12.9B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.22%	−0.7%	+10.1%	+15.4%	+20.9%	new	−12.5%	$5.8B

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.22%	−0.5%	+8.4%	+12.0%	+18.0%	+4.5%	−11.4%	$12.9B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.22%	−0.7%	+10.1%	+15.4%	+20.9%	new	−12.5%	$5.8B

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