SCZ vs VT

ASCZ

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · SCZ $12,891

Lowest cost0.06%VT · $6 on $10k

Most income3.17%SCZ · $317 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.5%SCZ and VT

SCZ

iShares MSCI EAFE Small-Cap ETF · $12.9BVanguard Total World Stock ETF · $81.8B

+20.2%3 years · per year$17,385 · $18,538+22.8%

+5.2%5 years · per year$12,891 · $16,384+10.4%

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

3.17%12-mo yield$317 · $153 on $10k1.53%

−11.4%Worst dropSmaller wins−9.7%

15.3%VolatilityLower wins14.1%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCZ · VT

0.2%5831.T0.0%

0.2%7167.T0.0%

0.3%WEIR.L0.0%

0.2%6963.T0.0%

Held in common0.5%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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 VT

SCZ

iShares MSCI EAFE Small-Cap

$12,891

Vanguard Total World Stock

$16,384

MeasureSCZVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield3.17%1.53%

5 years, per year+5.2%+10.4%

3 years, per year+20.2%+22.8%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y15.3%14.1%

5–1measures won
VT first

0.5%

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, VT

Today

0.5%most shared, SCZ and VT

SCZVT

SCZ—0.5%

VT0.5%—

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

VT$153 − $6 = $147

KeptFee

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