Compare · 3 funds side by side · dividends reinvested

SYZ, DFAS and VTV

SYZLazard×DFASDimensional×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

SYZ, DFAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B2.4

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.45%+16.4%+21.6%[…][…]−8.9%16.4%$66M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: SYZ 2021 · DFAS 1992 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SYZ

DFAS

Dimensional - US Small Cap ETF · $34.7B$13,953

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

SYZMeasure

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SYZ vs DFAS: Top 5 Holdings

Today

SYZ

3.6%in top 5

DFAS

in top 51.3%

SYZStockDFAS

0.8%MLInot top 5

0.7%FTDRnot top 5

0.7%OPLNnot top 5

0.7%QTWOnot top 5

0.7%TILEnot top 5

Cost, Income and Risk

Fees: SYZ, DFAS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAS0.30%$30

SYZ0.60%$60

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

Yields: SYZ, DFAS, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DFAS

+16.4%Year to dateJan 1 → Nov 10+15.7%

+21.6%1 yearTotal return+19.6%

[…]3 years · per year$10,000 became […] · $15,805+16.5%

[…]5 years · per year$10,000 became […] · $13,953+6.9%

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

0.45%Trailing 12-mo yield$45 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−9.4%

16.4%VolatilityLower is calmer15.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common26.8%

End-of-day Nov 10, 2026 · share of each fund

SYZ vs DFAS Returns, Every Period

1Y

LazardSYZ

+21.6%

past year

DFASDimensional

+19.6%

past year

SYZDFASFaded: behind in that period

2–0SYZ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SYZ vs VTV

YTD

LazardSYZ

+16.4%

VTVVanguard

+21.0%

+16.4%Year to date+21.0%

−8.9%Worst drop · 1Y−6.4%

16.4%Volatility · 1Y10.8%

0.4%Yield1.8%

$66.3MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.01%$101

SYZ0.45%$45

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$101 − $30 = $71

SYZ$45 − $60 = −$15

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SYZ, DFAS, VTV

Today

26.8%most shared, SYZ and DFAS

SYZDFASVTV

SYZ—26.8%0.0%

DFAS26.8%—0.1%

VTV0.0%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%15.9% vol

SYZWorst drop−8.9%16.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSYZ

+21.0%Year to date+16.4%

1.8%Yield0.4%

+24.8%Past year+21.6%

0.03%Fee0.60%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SYZ, DFAS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three