SCZ vs VXUS

ASCZ

BVXUS

Measures won2–4VXUS wins · of 6 · 5Y

$10,000 · 5Y$14,818EFA · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common4.2%SCZ and VXUS

SCZ

VXUS

iShares MSCI EAFE Small-Cap ETF · $12.6BVanguard Total International Stock ETF · $163B

+18.1%3 years · per year$16,493 · $16,925+19.2%

+4.3%5 years · per year$12,360 · $14,489+7.7%

0.40%Expense ratio$40 · $5 on $10k · lower wins0.05%

3.29%12-mo yield$329 · $245 on $10k2.45%

−11.4%Worst dropSmaller wins−11.3%

15.6%VolatilityLower wins17.6%

2–4VXUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCZ · VXUS

0.2%STJ.L0.0%

0.2%5831.T0.0%

0.2%6963.T0.0%

0.3%IMI.L0.0%

Held in common4.2%

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	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	BVXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
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	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	BVXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
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 VXUS

SCZ

iShares MSCI EAFE Small-Cap

$12,360

VXUS

Vanguard Total International Stock

$14,489

MeasureSCZVXUS

Fee0.40%0.05%

Cost on $10k a year$40$5

Yield3.29%2.45%

5 years, per year+4.3%+7.7%

3 years, per year+18.1%+19.2%

Worst drop · 1Y−11.4%−11.3%

Volatility · 1Y15.6%17.6%

4–2measures won
VXUS first

4.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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, VXUS, EFA

Today

45.8%most shared, VXUS and EFA

SCZVXUSEFA

SCZ—4.2%0.0%

VXUS4.2%—45.8%

EFA0.0%45.8%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

SCZ$329 − $40 = $289

VXUS$245 − $5 = $240

KeptFee

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