VFH vs SCZ

Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).

5-Year PerformanceVFH has outperformed SCZ, delivering a return of +8.4% compared to +5.5%

VFH vs SCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VFH(ETF)	SCZ(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.09%	0.40%
Max Drawdown	79.90%	62.65%
Sharpe Ratio	0.34	1.74
5Y Beta	0.86	0.65
P/E Ratio	16.17	N/A
Forward P/E	13.68	N/A
5Y Dividends CAGR	14.57%	10.71%
5Y EPS CAGR	10.95%	N/A
P/S Ratio	2.94	N/A
P/B Ratio	2.03	N/A

Net Assets

VFH

$13B

Winner

SCZ

$13B

Expense Ratio

Winner

VFH

0.09%

SCZ

0.40%

Max Drawdown

VFH

79.90%

Winner

SCZ

62.65%

Sharpe Ratio

VFH

0.34

Winner

SCZ

1.74

5Y Beta

VFH

0.86

Winner

SCZ

0.65

P/E Ratio

VFH

16.17

SCZ

N/A

Forward P/E

VFH

13.68

SCZ

N/A

5Y Dividends CAGR

Winner

VFH

14.57%

SCZ

10.71%

5Y EPS CAGR

VFH

10.95%

SCZ

N/A

P/S Ratio

VFH

2.94

SCZ

N/A

P/B Ratio

VFH

2.03

SCZ

N/A

VFH vs SCZ - Holdings Comparison

VFH and SCZ have 1 common holdings. Overlap is -0.04%

VFH's top 25 holdings weight is 65.17%. SCZ's top 25 holdings weight is 6.44%.

Rank	VFH	SCZ
#1	JPMORGAN CHASE & CO (JPM) - 9.06%	JPY CASH (n/a) - 0.38%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.99%	FURUKAWA ELECTRIC CO LTD (n/a) - 0.36%
#3	MASTERCARD INC CLASS A (MA) - 5.13%	PLS GROUP LTD (n/a) - 0.34%
#4	VISA INC CLASS A (V) - 3.98%	DIPLOMA PLC (n/a) - 0.32%
#5	BANK OF AMERICA CORP (BAC) - 3.85%	RESONAC HOLDINGS CORP (n/a) - 0.32%
#6	MKTLIQ 12/31/2049 (n/a) - 3.40%	MITSUI KINZOKU CO LTD (n/a) - 0.30%
#7	WELLS FARGO & CO (WFC) - 3.03%	BEAZLEY PLC (n/a) - 0.30%
#8	THE GOLDMAN SACHS GROUP INC (GS) - 2.92%	WEIR GROUP PLC (n/a) - 0.29%
#9	MORGAN STANLEY (MS) - 2.37%	PSP SWISS PROPERTY AG (n/a) - 0.27%
#10	CITIGROUP INC (C) - 2.31%	SANWA HOLDINGS CORP (n/a) - 0.26%
#11	n/a (n/a) - 2.19%	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26%
#12	AMERICAN EXPRESS CO (AXP) - 2.02%	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26%
#13	CHARLES SCHWAB CORP (SCHW) - 1.92%	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25%
#14	BLACKROCK INC (BLK) - 1.72%	IMI PLC (n/a) - 0.25%
#15	S&P GLOBAL INC (SPGI) - 1.60%	SOJITZ CORP (n/a) - 0.24%
#16	CHUBB LTD (CB) - 1.48%	ST JAMES'S PLACE PLC (n/a) - 0.24%
#17	PROGRESSIVE CORP (PGR) - 1.41%	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%
#18	CAPITAL ONE FINANCIAL CORP (COF) - 1.40%	BLUESCOPE STEEL LTD (n/a) - 0.23%
#19	CME GROUP INC CLASS A (CME) - 1.29%	ALS LTD (n/a) - 0.22%
#20	INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09%	STOREBRAND ASA (n/a) - 0.22%
#21	BLACKSTONE INC (BX) - 1.03%	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22%
#22	MARSH (MRSH) - 1.03%	ICG PLC (n/a) - 0.17%
#23	BANK OF NEW YORK MELLON CORP (BK) - 0.99%	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17%
#24	U.S. BANCORP (USB) - 0.98%	HOWDEN JOINERY GROUP PLC (n/a) - 0.17%
#25	PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.98%	GALENICA LTD (n/a) - 0.17%
Total Holdings	425	1984

VFH vs SCZ - Historical Returns

Returns include dividend reinvestment.

Period	VFH	SCZ
1 month	+0.48%	+3.48%
3 months	-4.43%	+1.61%
6 months	-1.10%	+15.82%
1 year	+6.72%	+31.32%
5 years(CAGR)	+8.38%	+5.47%
10 years(CAGR)	+12.57%	+8.53%
Max(CAGR)	+6.47%	+5.64%

VFH

+0.48%

Winner

SCZ

+3.48%

VFH

-4.43%

Winner

SCZ

+1.61%

VFH

-1.10%

Winner

SCZ

+15.82%

VFH

+6.72%

Winner

SCZ

+31.32%

5Y(CAGR)

Winner

VFH

+8.38%

SCZ

+5.47%

10Y(CAGR)

Winner

VFH

+12.57%

SCZ

+8.53%

Max(CAGR)

Winner

VFH

+6.47%

SCZ

+5.64%

VFH vs SCZ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VFH	SCZ
2026	-5.55%	+9.74%
2025	+15.14%	+32.40%
2024	+30.38%	+2.77%
2023	+13.79%	+12.31%
2022	-13.30%	-21.61%
2021	+37.15%	+9.90%
2020	-2.83%	+10.70%
2019	+30.58%	+24.72%
2018	-13.45%	-18.18%
2017	+19.08%	+31.99%
2016	+27.20%	+3.60%
2015	-0.60%	+9.15%
2014	+14.63%	-4.99%
2013	+29.33%	+26.25%
2012	+23.46%	+17.53%
2011	-16.14%	-16.00%
2010	+12.75%	+18.39%
2009	+13.97%	+41.36%
2008	-47.75%	-47.82%
2007	-17.62%	-0.31%
2006	+17.71%	N/A
2005	+6.85%	N/A
2004	+10.21%	N/A

VFH vs SCZ Drawdown Comparison

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.

The current VFH drawdown is -8.09%.

Rank	VFH	SCZ
#1	-78.61% Jun 4, 2007 - Nov 11, 2016	-61.87% Dec 13, 2007 - Apr 24, 2013
#2	-44.44% Feb 14, 2020 - Jan 7, 2021	-41.07% Jan 26, 2018 - Nov 23, 2020
#3	-25.67% Jan 12, 2022 - Feb 22, 2024	-36.83% Sep 3, 2021 - Jun 2, 2025
#4	-24.30% Jan 26, 2018 - Nov 1, 2019	-17.42% May 15, 2015 - Sep 6, 2016
#5	-17.30% Feb 18, 2025 - Jun 30, 2025	-16.12% Jul 3, 2014 - May 13, 2015
#6	-14.75% Jan 6, 2026 - Mar 27, 2026	-11.43% Feb 27, 2026 - May 8, 2026
#7	-10.78% Mar 5, 2004 - Nov 4, 2004	-10.32% May 8, 2013 - Aug 5, 2013
#8	-9.41% Dec 30, 2004 - Jul 11, 2005	-6.64% Sep 28, 2016 - Feb 1, 2017
#9	-8.64% Mar 1, 2017 - Jul 25, 2017	-6.18% Jan 15, 2014 - Feb 18, 2014
#10	-8.33% Feb 20, 2007 - Jun 1, 2007	-5.77% Oct 27, 2025 - Dec 11, 2025
#11	-8.27% Jun 4, 2021 - Aug 10, 2021	-5.67% Jun 14, 2021 - Aug 13, 2021
#12	-7.98% Nov 29, 2024 - Jan 27, 2025	-4.87% Mar 6, 2014 - Jun 6, 2014
#13	-7.84% Jan 14, 2021 - Feb 9, 2021	-4.34% May 7, 2021 - Jun 1, 2021
#14	-7.67% Nov 3, 2021 - Jan 7, 2022	-4.09% Aug 13, 2013 - Sep 9, 2013
#15	-7.40% May 5, 2006 - Sep 12, 2006	-3.85% Feb 16, 2021 - Mar 16, 2021

Correlation

Correlation between VFH and SCZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2004 - 2026)

VFH vs SCZ dividend yield comparison.

Year	VFH	SCZ
2026	0.30%	0.00%
2025	1.55%	3.30%
2024	1.75%	3.50%
2023	2.08%	2.96%
2022	2.31%	1.99%
2021	1.87%	2.96%
2020	2.21%	1.52%
2019	2.17%	3.52%
2018	2.30%	2.79%
2017	1.53%	2.38%
2016	1.63%	2.82%
2015	2.00%	2.06%
2014	1.85%	2.61%
2013	1.82%	2.39%
2012	2.13%	3.26%
2011	2.02%	3.28%
2010	1.32%	2.84%
2009	1.72%	2.28%
2008	5.14%	2.79%
2007	2.83%	0.08%
2006	1.96%	0.00%
2005	1.81%	0.00%
2004	2.13%	0.00%