VT vs SCZ

AVT

BSCZ

Measures won5–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.05%VXUS · $5 on $10k

Most income3.30%EFA · $330 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

+20.7%3 years · per year$17,563 · $16,493+18.1%

+9.4%5 years · per year$15,649 · $12,360+4.3%

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

1.59%12-mo yield$159 · $329 on $10k3.29%

−9.7%Worst dropSmaller wins−11.4%

14.7%VolatilityLower wins15.6%

5–1VT wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	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

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

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	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

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

VT vs SCZ

Vanguard Total World Stock

$15,649

SCZ

iShares MSCI EAFE Small-Cap

$12,360

MeasureVTSCZ

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield1.59%3.29%

5 years, per year+9.4%+4.3%

3 years, per year+20.7%+18.1%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.7%15.6%

5–1measures won
VT first

0.5%

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: VT, SCZ, VXUS, EFA

Today

45.8%most shared, VXUS and EFA

VTSCZVXUSEFA

VT—0.5%29.9%17.5%

SCZ0.5%—4.2%0.0%

VXUS29.9%4.2%—45.8%

EFA17.5%0.0%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

VT$159 − $6 = $153

KeptFee

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