DFAS vs SYZ

ADFAS

BSYZ

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−8.9%SYZ · worst fall in 1Y

Held in common27.2%DFAS and SYZ

DFAS

SYZ

Dimensional - US Small Cap ETF · $35.2BLazard US Systematic Small Cap Equity ETF · $66M

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

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

0.30%Expense ratio$30 · $60 on $10k · lower wins0.60%

1.04%12-mo yield$104 · $46 on $10k0.46%

−9.4%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins16.3%

3–1DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SYZ

0.2%AIT0.3%

0.2%EHC0.4%

0.2%AMG0.4%

0.2%WTFC0.3%

Held in common27.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk		0.60%	0.46%	−4.6%	+12.8%	+18.3%	new	new	−8.9%	$66M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk		0.60%	0.46%	−4.6%	+12.8%	+18.3%	new	new	−8.9%	$66M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs SYZ

DFAS

Dimensional - US Small Cap

$13,932

SYZ

Lazard US Systematic Small Cap Equity

[…]

MeasureDFASSYZ

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.04%0.46%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.8%16.3%

3–1measures won
DFAS first

27.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, SYZ

Today

27.2%most shared, DFAS and SYZ

DFASSYZ

DFAS—27.2%

SYZ27.2%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

SYZ$46 − $60 = −$14

KeptFee

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