SCZ vs VSS

ASCZ

BVSS

Measures won5–1SCZ wins · of 6 · 5Y

$10,000 · 5Y$12,891SCZ · VSS $12,688

Lowest cost0.06%VSS · $6 on $10k

Most income3.17%SCZ · $317 on $10k

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

Held in common41.1%SCZ and VSS

SCZ

VSS

iShares MSCI EAFE Small-Cap ETF · $12.7BVanguard FTSE All-World ex-US Small-Cap ETF · $11.6B

+20.2%3 years · per year$17,385 · $16,414+18.0%

+5.2%5 years · per year$12,891 · $12,688+4.9%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

3.17%12-mo yield$317 · $299 on $10k2.99%

−11.4%Worst dropSmaller wins−11.6%

15.3%VolatilityLower wins16.9%

5–1SCZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · VSS

0.2%GTT.PA0.2%

0.2%STB.OL0.2%

0.2%TKA.DE0.2%

0.2%NKT.CO0.2%

Held in common41.1%

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.7B
2	BVSS	Vanguard FTSE All-World ex-US Small-Cap ETFRead Desk		0.06%	2.99%	+2.0%	+5.8%	+9.1%	+18.0%	+4.9%	−11.6%	$11.6B

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	ASCZ	iShares MSCI EAFE Small-Cap ETFRead Desk		0.40%	3.17%	+1.5%	+10.1%	+14.3%	+20.2%	+5.2%	−11.4%	$12.7B
2	BVSS	Vanguard FTSE All-World ex-US Small-Cap ETFRead Desk		0.06%	2.99%	+2.0%	+5.8%	+9.1%	+18.0%	+4.9%	−11.6%	$11.6B

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 VSS

SCZ

iShares MSCI EAFE Small-Cap

$12,891

VSS

Vanguard FTSE All-World ex-US Small-Cap

$12,688

MeasureSCZVSS

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield3.17%2.99%

5 years, per year+5.2%+4.9%

3 years, per year+20.2%+18.0%

Worst drop · 1Y−11.4%−11.6%

Volatility · 1Y15.3%16.9%

5–1measures won
SCZ first

41.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCZ, VSS

Today

41.1%most shared, SCZ and VSS

SCZVSS

SCZ—41.1%

VSS41.1%—

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

Income After Fees on $10,000

$293most kept, VSS

VSS$299 − $6 = $293

SCZ$317 − $40 = $277

KeptFee

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