SCZ vs DFIS

ASCZ

BDFIS

Measures won3–2SCZ 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%SCZ and DFIS

SCZ

DFIS

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

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

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

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

3.27%12-mo yield$327 · $225 on $10k2.25%

−11.4%Worst dropSmaller wins−12.5%

15.6%VolatilityLower wins15.7%

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 common52.0%

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	ASCZ	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	BDFIS	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	ASCZ	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	BDFIS	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

SCZ vs DFIS

SCZ

iShares MSCI EAFE Small-Cap

$12,367

DFIS

Dimensional - International Small Cap

[…]

MeasureSCZDFIS

Fee0.40%0.39%

Cost on $10k a year$40$39

Yield3.27%2.25%

5 years, per year+4.3%[…]

3 years, per year+18.6%+21.5%

Worst drop · 1Y−11.4%−12.5%

Volatility · 1Y15.6%15.7%

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: SCZ, DFIS, VEA

Today

52.0%most shared, SCZ and DFIS

SCZDFISVEA

SCZ—52.0%8.5%

DFIS52.0%—8.0%

VEA8.5%8.0%—

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