DFIS vs SCZ

ADFIS

BSCZ

Measures won2–3SCZ wins · of 6 · 5Y

$10,000 · 5Y$13,373IEMG · SCZ $12,360

Lowest cost0.09%IEMG · $9 on $10k

Most income3.29%SCZ · $329 on $10k

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

Held in common52.2%DFIS and SCZ

DFIS

SCZ

Dimensional - International Small Cap ETF · $5.7BiShares MSCI EAFE Small-Cap ETF · $12.6B

+21.0%3 years · per year$17,712 · $16,493+18.1%

[…]5 years · per year[…] · $12,360+4.3%

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

2.27%12-mo yield$227 · $329 on $10k3.29%

−12.5%Worst dropSmaller wins−11.4%

15.8%VolatilityLower wins15.6%

2–3SCZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIS · SCZ

0.3%PSPN.SW0.2%

0.3%HSX.L0.2%

0.2%SPIE.PA0.2%

0.3%GTT.PA0.2%

Held in common52.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.29%	−0.7%	+6.0%	+10.8%	+18.1%	+4.3%	−11.4%	$12.6B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.29%	−0.7%	+6.0%	+10.8%	+18.1%	+4.3%	−11.4%	$12.6B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 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

$12,360

MeasureDFISSCZ

Fee0.39%0.40%

Cost on $10k a year$39$40

Yield2.27%3.29%

5 years, per year[…]+4.3%

3 years, per year+21.0%+18.1%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.8%15.6%

3–2measures won
SCZ first

52.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFIS, SCZ, IEMG

Today

52.2%most shared, DFIS and SCZ

DFISSCZIEMG

DFIS—52.2%0.0%

SCZ52.2%—0.0%

IEMG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, SCZ

SCZ$329 − $40 = $289

IEMG$249 − $9 = $240

DFIS$227 − $39 = $188

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee