Compare · 2 funds side by side · dividends reinvested

SYZ and DFAS

SYZLazard×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

SYZ and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.4

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.44%+18.2%+22.5%[…][…]−7.6%15.7%$66M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SYZ 2021 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Lazard US Systematic Small Cap Equity ETF · $66M[…]

SYZ

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 27.2% in common

SYZMeasureDFAS

+18.2%Year to dateJan 1 → Nov 4+17.0%

+22.5%1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

0.60%Expense ratio$60 · $30 a year on $10k · lower is better0.30%

0.44%Trailing 12-mo yield$44 · $100 a year on $10k1.00%

−7.6%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer15.3%

SYZDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SYZ vs DFAS: Top 5 Holdings

Today

SYZ

3.9%in top 5

DFAS

in top 51.4%

SYZStockDFAS

0.9%TILEnot top 5

0.8%MLInot top 5

0.8%OPLNnot top 5

0.7%QTWOnot top 5

0.7%FTDRnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common27.2%

End-of-day Nov 4, 2026 · share of each fund

SYZ vs DFAS Returns, Every Period

LazardSYZ

+22.5%

past year

DFASDimensional

+20.4%

past year

SYZDFASFaded: behind in that period

2–0SYZ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SYZ vs DFAS

YTD

LazardSYZ

+18.2%

DFASDimensional

+17.0%

+18.2%Year to date+17.0%

−7.6%Worst drop · 1Y−9.4%

15.7%Volatility · 1Y15.3%

0.4%Yield1.0%

$66.3MAssets$34.7B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SYZ, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

SYZ0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SYZ, DFAS

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

SYZ0.44%$44

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SYZ$44 − $60 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SYZ, DFAS

Today

27.2%most shared, SYZ and DFAS

SYZDFAS

SYZ—27.2%

DFAS27.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%SYZ, at 15.7% volatility

DFASWorst drop−9.4%15.3% vol

SYZWorst drop−7.6%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASSYZ

+17.0%Year to date+18.2%

1.0%Yield0.4%

+20.4%Past year+22.5%

0.30%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026