SCZ vs SPDW

ASCZ

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,799SPDW · SCZ $12,891

Lowest cost0.03%SPDW · $3 on $10k

Most income3.17%SCZ · $317 on $10k

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

Held in common9.4%SCZ and SPDW

SCZ

SPDW

iShares MSCI EAFE Small-Cap ETF · $12.9BState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+20.2%3 years · per year$17,385 · $18,473+22.7%

+5.2%5 years · per year$12,891 · $15,799+9.6%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

3.17%12-mo yield$317 · $301 on $10k3.01%

−11.4%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins17.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · SPDW

0.3%BSL.AX0.1%

0.1%SBMO.AS0.0%

0.1%FLS.CO0.0%

0.1%ANN.AX0.0%

Held in common9.4%

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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B
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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B
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 SPDW

SCZ

iShares MSCI EAFE Small-Cap

$12,891

SPDW

SPDR Portfolio Developed World ex-US

$15,799

MeasureSCZSPDW

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.17%3.01%

5 years, per year+5.2%+9.6%

3 years, per year+20.2%+22.7%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y15.3%17.6%

3–3measures won
level

9.4%

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, SPDW

Today

9.4%most shared, SCZ and SPDW

SCZSPDW

SCZ—9.4%

SPDW9.4%—

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

Income After Fees on $10,000

$298most kept, SPDW

SPDW$301 − $3 = $298

SCZ$317 − $40 = $277

KeptFee

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