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$13,927DFAS · 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%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.4

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.46%+13.3%+17.2%[…][…]−8.9%16.3%$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 6, 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 · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 26.5% in common

SYZMeasureDFAS

+13.3%Year to dateJan 1 → Nov 6+12.7%

+17.2%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

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

0.46%Trailing 12-mo yield$46 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.7%

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

3–3Level

End-of-day Nov 6, 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

4.0%in top 5

DFAS

in top 51.3%

SYZStockDFAS

0.9%TILEnot top 5

0.8%MLInot top 5

0.8%OPLNnot top 5

0.8%QTWOnot top 5

0.8%FTDRnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common26.5%

End-of-day Nov 6, 2026 · share of each fund

SYZ vs DFAS Returns, Every Period

LazardSYZ

+17.2%

past year

DFASDimensional

+15.9%

past year

SYZDFASFaded: behind in that period

2–0SYZ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SYZ vs DFAS

YTD

LazardSYZ

+13.3%

DFASDimensional

+12.7%

+13.3%Year to date+12.7%

−8.9%Worst drop · 1Y−9.4%

16.3%Volatility · 1Y15.7%

0.5%Yield1.0%

$66.3MAssets$33.8B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: SYZ, DFAS

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

SYZ0.46%$46

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

SYZ$46 − $60 = −$14

KeptFee

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

Overlap: SYZ, DFAS

Today

26.5%most shared, SYZ and DFAS

SYZDFAS

SYZ—26.5%

DFAS26.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%SYZ, at 16.3% volatility

DFASWorst drop−9.4%15.7% vol

SYZWorst drop−8.9%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFASSYZ

+12.7%Year to date+13.3%

1.0%Yield0.5%

+15.9%Past year+17.2%

0.30%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026