DFAS vs SYZ

ADFAS

BSYZ

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,928IJH · DFAS $13,826

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common26.9%DFAS and SYZ

Dimensional - US Small Cap ETF · $33.6BLazard US Systematic Small Cap Equity ETF · $66M

+17.2%3 years · per year$16,103 · […][…]

+6.7%5 years · per year$13,826 · […][…]

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

1.00%12-mo yield$100 · $44 on $10k0.44%

Cards for this view

DFAS

Dimensional - US Small Cap

$13,826

SYZ

Lazard US Systematic Small Cap Equity

[…]

MeasureDFASSYZ

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.00%0.44%

5 years, per year+6.7%[…]

3 years, per year+17.2%[…]

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.9%

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+0.8%	+16.7%	+19.5%	+17.2%	+6.7%	−9.4%	$33.6B
3	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.44%	+0.9%	+17.4%	+21.2%	new	new	−8.9%	$66M

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+0.8%	+16.7%	+19.5%	+17.2%	+6.7%	−9.4%	$33.6B
3	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.44%	+0.9%	+17.4%	+21.2%	new	new	−8.9%	$66M

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