SCZ vs DFIS

ASCZ

BDFIS

Measures won3–2SCZ 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%SCZ and DFIS

SCZ

DFIS

iShares MSCI EAFE Small-Cap ETF · $12.6BDimensional - International Small Cap ETF · $5.7B

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

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

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

3.29%12-mo yield$329 · $227 on $10k2.27%

−11.4%Worst dropSmaller wins−12.5%

15.6%VolatilityLower wins15.8%

3–2SCZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCZ · DFIS

0.2%PSPN.SW0.3%

0.2%HSX.L0.3%

0.2%SPIE.PA0.2%

0.2%GTT.PA0.3%

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	ASCZ	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	BDFIS	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	ASCZ	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	BDFIS	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

SCZ vs DFIS

SCZ

iShares MSCI EAFE Small-Cap

$12,360

DFIS

Dimensional - International Small Cap

[…]

MeasureSCZDFIS

Fee0.40%0.39%

Cost on $10k a year$40$39

Yield3.29%2.27%

5 years, per year+4.3%[…]

3 years, per year+18.1%+21.0%

Worst drop · 1Y−11.4%−12.5%

Volatility · 1Y15.6%15.8%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCZ, DFIS, IEMG

Today

52.2%most shared, SCZ and DFIS

SCZDFISIEMG

SCZ—52.2%0.0%

DFIS52.2%—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