SCZ vs SPDW

ASCZ

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,064SPDW · VXUS $14,347

Lowest cost0.03%SPDW · $3 on $10k

Most income3.27%SCZ · $327 on $10k

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

Held in common9.3%SCZ and SPDW

SCZ

SPDW

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

+18.6%3 years · per year$16,686 · $17,731+21.0%

+4.3%5 years · per year$12,367 · $15,064+8.5%

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

3.27%12-mo yield$327 · $313 on $10k3.13%

−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%VOE.VI0.0%

Held in common9.3%

End-of-day Nov 5, 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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.27%	−3.1%	+6.7%	+11.9%	+18.6%	+4.3%	−11.4%	$12.6B

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

All Three

5Y3 funds

#
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.27%	−3.1%	+6.7%	+11.9%	+18.6%	+4.3%	−11.4%	$12.6B

End-of-day Nov 5, 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

$12,367

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureSCZSPDW

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.27%3.13%

5 years, per year+4.3%+8.5%

3 years, per year+18.6%+21.0%

Worst drop · 1Y−11.4%−11.5%

Volatility · 1Y15.6%17.9%

3–3measures won
level

9.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCZ, SPDW, VXUS

Today

36.3%most shared, SCZ and VXUS

SCZSPDWVXUS

SCZ—9.3%36.3%

SPDW9.3%—8.2%

VXUS36.3%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$310most kept, SPDW

SPDW$313 − $3 = $310

SCZ$327 − $40 = $287

VXUS$246 − $5 = $241

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee