SCZ vs HSCZ

ASCZ

BHSCZ

Measures won2–4HSCZ wins · of 6 · 5Y

$10,000 · 5Y$16,660HSCZ · SCZ $12,891

Lowest cost0.40%SCZ · $40 on $10k

Most income3.17%SCZ · $317 on $10k

Smallest drop−9.6%HSCZ · worst fall in 1Y

Held in common98.7%SCZ and HSCZ

SCZ

HSCZ

iShares MSCI EAFE Small-Cap ETF · $12.9BiShares Currency Hedged MSCI EAFE Small-Cap ETF · $260M

+20.2%3 years · per year$17,385 · $18,038+21.7%

+5.2%5 years · per year$12,891 · $16,660+10.7%

0.40%Expense ratio$40 · $83 on $10k · lower wins0.83%

3.17%12-mo yield$317 · $309 on $10k3.09%

−11.4%Worst dropSmaller wins−9.6%

15.3%VolatilityLower wins12.2%

2–4HSCZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · HSCZ

0.3%6532.T0.3%

0.3%BSL.AX0.3%

0.3%IMI.L0.3%

0.3%WEIR.L0.3%

Held in common98.7%

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	BHSCZ	iShares Currency Hedged MSCI EAFE Small-Cap ETFRead Desk		0.83%	3.09%	+1.3%	+13.0%	+17.3%	+21.7%	+10.7%	−9.6%	$260M
2	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

Both

5Y2 funds

#			Trend
1	BHSCZ	iShares Currency Hedged MSCI EAFE Small-Cap ETFRead Desk		0.83%	3.09%	+1.3%	+13.0%	+17.3%	+21.7%	+10.7%	−9.6%	$260M
2	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 HSCZ

SCZ

iShares MSCI EAFE Small-Cap

$12,891

HSCZ

iShares Currency Hedged MSCI EAFE Small-Cap

$16,660

MeasureSCZHSCZ

Fee0.40%0.83%

Cost on $10k a year$40$83

Yield3.17%3.09%

5 years, per year+5.2%+10.7%

3 years, per year+20.2%+21.7%

Worst drop · 1Y−11.4%−9.6%

Volatility · 1Y15.3%12.2%

4–2measures won
HSCZ first

98.7%

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: SCZ, HSCZ

Today

98.7%most shared, SCZ and HSCZ

SCZHSCZ

SCZ—98.7%

HSCZ98.7%—

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

Income After Fees on $10,000

$277most kept, SCZ

SCZ$317 − $40 = $277

HSCZ$309 − $83 = $226

KeptFee

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