SCZ vs DFIS

ASCZ

BDFIS

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%SCZ and DFIS

iShares MSCI EAFE Small-Cap ETF · $12.9BDimensional - International Small Cap ETF · $5.8B

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

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

0.40%Expense ratio$40 · $39 on $10k · lower wins0.39%

3.22%12-mo yield$322 · $222 on $10k

Cards for this view

SCZ

iShares MSCI EAFE Small-Cap

$12,474

DFIS

Dimensional - International Small Cap

[…]

MeasureSCZDFIS

Fee0.40%0.39%

Cost on $10k a year$40$39

Yield3.22%2.22%

5 years, per year+4.5%[…]

3 years, per year+18.0%+20.9%

Worst drop · 1Y−11.4%−12.5%

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	ASCZ	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	BDFIS	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	ASCZ	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	BDFIS	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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