SCZ vs EFA

ASCZ

BEFA

Measures won1–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,434EFA · VXUS $15,003

Lowest cost0.05%VXUS · $5 on $10k

Most income3.18%EFA · $318 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%SCZ and EFA

SCZ

EFA

iShares MSCI EAFE Small-Cap ETF · $12.9BiShares MSCI EAFE ETF · $78.1B

+20.2%3 years · per year$17,385 · $17,423+20.3%

+5.2%5 years · per year$12,891 · $15,434+9.1%

0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%

3.17%12-mo yield$317 · $318 on $10k3.18%

−11.4%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins16.1%

1–4EFA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCZ · EFA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ASCZ	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

All Three

5Y3 funds

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.18%	+2.6%	+11.8%	+15.7%	+20.3%	+9.1%	−11.4%	$78.1B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ASCZ	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

SCZ vs EFA

SCZ

iShares MSCI EAFE Small-Cap

$12,891

EFA

iShares MSCI EAFE

$15,434

MeasureSCZEFA

Fee0.40%0.32%

Cost on $10k a year$40$32

Yield3.17%3.18%

5 years, per year+5.2%+9.1%

3 years, per year+20.2%+20.3%

Worst drop · 1Y−11.4%−11.4%

Volatility · 1Y15.3%16.1%

3–1measures won
EFA first

0.0%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 4, 2026

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

Overlap: SCZ, EFA, VXUS

Today

45.7%most shared, EFA and VXUS

SCZEFAVXUS

SCZ—0.0%4.2%

EFA0.0%—45.7%

VXUS4.2%45.7%—

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

Income After Fees on $10,000

$286most kept, EFA

EFA$318 − $32 = $286

SCZ$317 − $40 = $277

VXUS$237 − $5 = $232

KeptFee

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