DFIS vs SCZ

ADFIS

BSCZ

Measures won2–3SCZ wins · of 6 · 5Y

$10,000 · 5Y$15,147VEA · SCZ $12,367

Lowest cost0.03%VEA · $3 on $10k

Most income3.27%SCZ · $327 on $10k

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

Held in common52.0%DFIS and SCZ

DFIS

SCZ

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

+21.5%3 years · per year$17,934 · $16,686+18.6%

[…]5 years · per year[…] · $12,367+4.3%

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

2.25%12-mo yield$225 · $327 on $10k3.27%

−12.5%Worst dropSmaller wins−11.4%

15.7%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 common52.0%

End-of-day Nov 5, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.27%	−3.1%	+6.7%	+11.9%	+18.6%	+4.3%	−11.4%	$12.9B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B

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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.27%	−3.1%	+6.7%	+11.9%	+18.6%	+4.3%	−11.4%	$12.9B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B

End-of-day Nov 5, 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

$12,367

MeasureDFISSCZ

Fee0.39%0.40%

Cost on $10k a year$39$40

Yield2.25%3.27%

5 years, per year[…]+4.3%

3 years, per year+21.5%+18.6%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.7%15.6%

3–2measures won
SCZ first

52.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFIS, SCZ, VEA

Today

52.0%most shared, DFIS and SCZ

DFISSCZVEA

DFIS—52.0%8.0%

SCZ52.0%—8.5%

VEA8.0%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$287most kept, SCZ

SCZ$327 − $40 = $287

VEA$250 − $3 = $247

DFIS$225 − $39 = $186

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee