SCZ vs IEFA

ASCZ

BIEFA

Measures won2–4IEFA wins · of 6 · 5Y

$10,000 · 5Y$14,591IEFA · SCZ $12,360

Lowest cost0.07%IEFA · $7 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−11.4%SCZ · worst fall in 1Y

Held in common12.9%SCZ and IEFA

SCZ

IEFA

iShares MSCI EAFE Small-Cap ETF · $12.6BiShares Core MSCI EAFE ETF · $189B

+18.1%3 years · per year$16,493 · $16,646+18.5%

+4.3%5 years · per year$12,360 · $14,591+7.8%

0.40%Expense ratio$40 · $7 on $10k · lower wins0.07%

3.29%12-mo yield$329 · $347 on $10k3.47%

−11.4%Worst dropSmaller wins−11.5%

15.6%VolatilityLower wins16.2%

2–4IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · IEFA

0.3%6532.T0.0%

0.3%BSL.AX0.0%

0.3%IMI.L0.0%

0.2%PSPN.SW0.0%

Held in common12.9%

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

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$188.8B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$188.8B
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

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 IEFA

SCZ

iShares MSCI EAFE Small-Cap

$12,360

IEFA

iShares Core MSCI EAFE

$14,591

MeasureSCZIEFA

Fee0.40%0.07%

Cost on $10k a year$40$7

Yield3.29%3.47%

5 years, per year+4.3%+7.8%

3 years, per year+18.1%+18.5%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y15.6%16.2%

4–2measures won
IEFA first

12.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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, IEFA

Today

12.9%most shared, SCZ and IEFA

SCZIEFA

SCZ—12.9%

IEFA12.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

SCZ$329 − $40 = $289

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee