SCZ vs SPDW

ASCZ

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,197VEA · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income3.29%SCZ · $329 on $10k

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

Held in common9.5%SCZ and SPDW

SCZ

SPDW

iShares MSCI EAFE Small-Cap ETF · $12.6BState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+18.1%3 years · per year$16,493 · $17,462+20.4%

+4.3%5 years · per year$12,360 · $15,100+8.6%

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

3.29%12-mo yield$329 · $314 on $10k3.14%

−11.4%Worst dropSmaller wins−11.5%

15.6%VolatilityLower wins17.9%

3–3Level

$10,000 · 5 yearsAll three, one 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 common9.5%

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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
3	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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
3	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 SPDW

SCZ

iShares MSCI EAFE Small-Cap

$12,360

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureSCZSPDW

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.29%3.14%

5 years, per year+4.3%+8.6%

3 years, per year+18.1%+20.4%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y15.6%17.9%

3–3measures won
level

9.5%

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, SPDW, VEA

Today

79.7%most shared, SPDW and VEA

SCZSPDWVEA

SCZ—9.5%8.5%

SPDW9.5%—79.7%

VEA8.5%79.7%—

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

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

SCZ$329 − $40 = $289

VEA$251 − $3 = $248

KeptFee

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