VT vs SCZ

AVT

BSCZ

Measures won5–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · IEFA $14,909

Lowest cost0.06%VT · $6 on $10k

Most income3.36%IEFA · $336 on $10k

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

Held in common0.5%VT and SCZ

SCZ

Vanguard Total World Stock ETF · $81.8BiShares MSCI EAFE Small-Cap ETF · $12.6B

+20.9%3 years · per year$17,661 · $16,573+18.3%

+9.8%5 years · per year$15,957 · $12,622+4.8%

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

1.55%12-mo yield$155 · $320 on $10k3.20%

−9.7%Worst dropSmaller wins−11.4%

14.9%VolatilityLower wins15.9%

5–1VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SCZ

0.0%5831.T0.2%

0.0%7167.T0.2%

0.0%6963.T0.2%

0.0%WEIR.L0.2%

Held in common0.5%

End-of-day Nov 9, 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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.20%	+2.9%	+9.1%	+14.6%	+18.3%	+4.8%	−11.4%	$12.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	BSCZ	iShares MSCI EAFE Small-Cap ETFRead Desk	0.40%	3.20%	+2.9%	+9.1%	+14.6%	+18.3%	+4.8%	−11.4%	$12.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs SCZ

Vanguard Total World Stock

$15,957

SCZ

iShares MSCI EAFE Small-Cap

$12,622

MeasureVTSCZ

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield1.55%3.20%

5 years, per year+9.8%+4.8%

3 years, per year+20.9%+18.3%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.9%15.9%

5–1measures won
VT first

0.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VT, SCZ, IEFA

Today

17.9%most shared, VT and IEFA

VTSCZIEFA

VT—0.5%17.9%

SCZ0.5%—12.9%

IEFA17.9%12.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SCZ$320 − $40 = $280

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee