SCZ vs SPY

ASCZ

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SCZ $12,891

Lowest cost0.09%SPY · $9 on $10k

Most income3.17%SCZ · $317 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%SCZ and SPY

SCZ

SPY

iShares MSCI EAFE Small-Cap ETF · $12.9BState Street SPDR S&P 500 ETF · $805B

+20.2%3 years · per year$17,385 · $19,132+24.1%

+5.2%5 years · per year$12,891 · $18,060+12.6%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

3.17%12-mo yield$317 · $99 on $10k0.99%

−11.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

SCZ

iShares MSCI EAFE Small-Cap

$12,891

SPY

SPDR S&P 500

$18,060

MeasureSCZSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield3.17%0.99%

5 years, per year+5.2%+12.6%

3 years, per year+20.2%+24.1%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y15.3%12.9%

5–1measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SCZ, SPY

Today

0.0%most shared, SCZ and SPY

SCZSPY

SCZ—0.0%

SPY0.0%—

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

SPY$99 − $9 = $90

KeptFee

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