SCHC vs SCZ

ASCHC

BSCZ

Measures won4–2SCHC wins · of 6 · 5Y

$10,000 · 5Y$13,185SCHC · SCZ $12,891

Lowest cost0.06%SCHC · $6 on $10k

Most income3.44%SCHC · $344 on $10k

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

Held in common49.8%SCHC and SCZ

SCHC

SCZ

Schwab International Small-Cap Equity ETF · $5.5BiShares MSCI EAFE Small-Cap ETF · $12.9B

+21.1%3 years · per year$17,770 · $17,385+20.2%

+5.7%5 years · per year$13,185 · $12,891+5.2%

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

3.44%12-mo yield$344 · $317 on $10k3.17%

−12.5%Worst dropSmaller wins−11.4%

17.1%VolatilityLower wins15.3%

4–2SCHC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHC · SCZ

0.3%STB.OL0.2%

0.3%GTT.PA0.2%

0.3%FRO.OL0.2%

0.3%ALSYDB.CO0.2%

Held in common49.8%

End-of-day Nov 4, 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	ASCHC	Schwab International Small-Cap Equity ETFRead Desk		0.06%	3.44%	+2.0%	+7.5%	+12.0%	+21.1%	+5.7%	−12.5%	$5.5B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHC	Schwab International Small-Cap Equity ETFRead Desk		0.06%	3.44%	+2.0%	+7.5%	+12.0%	+21.1%	+5.7%	−12.5%	$5.5B
2	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHC vs SCZ

SCHC

Schwab International Small-Cap Equity

$13,185

SCZ

iShares MSCI EAFE Small-Cap

$12,891

MeasureSCHCSCZ

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield3.44%3.17%

5 years, per year+5.7%+5.2%

3 years, per year+21.1%+20.2%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y17.1%15.3%

4–2measures won
SCHC first

49.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: SCHC, SCZ

Today

49.8%most shared, SCHC and SCZ

SCHCSCZ

SCHC—49.8%

SCZ49.8%—

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

Income After Fees on $10,000

$338most kept, SCHC

SCHC$344 − $6 = $338

SCZ$317 − $40 = $277

KeptFee

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