VSS vs SCZ

AVSS

BSCZ

Measures won1–5SCZ wins · of 6 · 5Y

$10,000 · 5Y$12,360SCZ · VSS $12,222

Lowest cost0.06%VSS · $6 on $10k

Most income3.29%SCZ · $329 on $10k

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

Held in common40.7%VSS and SCZ

VSS

SCZ

Vanguard FTSE All-World ex-US Small-Cap ETF · $11.6BiShares MSCI EAFE Small-Cap ETF · $12.6B

+16.1%3 years · per year$15,668 · $16,493+18.1%

+4.1%5 years · per year$12,222 · $12,360+4.3%

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

3.11%12-mo yield$311 · $329 on $10k3.29%

−11.6%Worst dropSmaller wins−11.4%

17.1%VolatilityLower wins15.6%

1–5SCZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSS · SCZ

0.2%GTT.PA0.2%

0.2%STB.OL0.2%

0.2%TKA.DE0.2%

0.2%NKT.CO0.2%

Held in common40.7%

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

Both

5Y2 funds

#			Trend
1	BSCZ	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
2	AVSS	Vanguard FTSE All-World ex-US Small-Cap ETFRead Desk		0.06%	3.11%	−0.4%	+2.0%	+6.2%	+16.1%	+4.1%	−11.6%	$11.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCZ	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
2	AVSS	Vanguard FTSE All-World ex-US Small-Cap ETFRead Desk		0.06%	3.11%	−0.4%	+2.0%	+6.2%	+16.1%	+4.1%	−11.6%	$11.6B

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

VSS vs SCZ

VSS

Vanguard FTSE All-World ex-US Small-Cap

$12,222

SCZ

iShares MSCI EAFE Small-Cap

$12,360

MeasureVSSSCZ

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield3.11%3.29%

5 years, per year+4.1%+4.3%

3 years, per year+16.1%+18.1%

Worst drop · 1Y−11.6%−11.4%

Volatility · 1Y17.1%15.6%

5–1measures won
SCZ first

40.7%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VSS, SCZ

Today

40.7%most shared, VSS and SCZ

VSSSCZ

VSS—40.7%

SCZ40.7%—

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

Income After Fees on $10,000

$305most kept, VSS

VSS$311 − $6 = $305

SCZ$329 − $40 = $289

KeptFee

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