Compare · 3 funds side by side · dividends reinvested

SYZ, DFAS and IWF

SYZLazard×DFASDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SYZ, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.46%+12.8%+18.3%[…][…]−8.9%16.3%$66M1.7

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SYZ 2021 · DFAS 1992 · IWF 2000

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 · $33.8B$13,932

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

SYZMeasureDFAS

+12.8%Year to dateJan 1 → Nov 5+12.6%

+18.3%1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,215+17.5%

[…]5 years · per year$10,000 became […] · $13,932+6.9%

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

0.46%Trailing 12-mo yield$46 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.8%

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

3–3Level

End-of-day Nov 5, 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 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common27.2%

End-of-day Nov 5, 2026 · share of each fund

SYZ vs DFAS Returns, Every Period

LazardSYZ

+18.3%

past year

DFASDimensional

+17.3%

past year

SYZDFASFaded: behind in that period

2–0SYZ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SYZ vs DFAS

YTD

LazardSYZ

+12.8%

DFASDimensional

+12.6%

+12.8%Year to date+12.6%

−8.9%Worst drop · 1Y−9.4%

16.3%Volatility · 1Y15.8%

0.5%Yield1.0%

$66.3MAssets$33.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SYZ, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

SYZ0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SYZ, DFAS, IWF

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

SYZ0.46%$46

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

SYZ$46 − $60 = −$14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SYZ, DFAS, IWF

Today

27.2%most shared, SYZ and DFAS

SYZDFASIWF

SYZ—27.2%0.7%

DFAS27.2%—1.4%

IWF0.7%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%SYZ, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

SYZWorst drop−8.9%16.3% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASSYZ

+12.6%Year to date+12.8%

1.0%Yield0.5%

+17.3%Past year+18.3%

0.30%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026