DFAS vs SYZ

ADFAS

BSYZ

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common26.5%DFAS and SYZ

DFAS

SYZ

Dimensional - US Small Cap ETF · $33.7BLazard US Systematic Small Cap Equity ETF · $66M

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

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

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

1.03%12-mo yield$103 · $46 on $10k0.46%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins16.3%

3–1DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SYZ

0.2%EHC0.5%

0.2%AIT0.3%

0.2%WTFC0.3%

0.2%AMG0.4%

Held in common26.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.46%	+0.5%	+13.3%	+17.2%	new	new	−8.9%	$66M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	BSYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.46%	+0.5%	+13.3%	+17.2%	new	new	−8.9%	$66M

End-of-day Nov 6, 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

$13,927

SYZ

Lazard US Systematic Small Cap Equity

[…]

MeasureDFASSYZ

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.03%0.46%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%16.3%

3–1measures won
DFAS first

26.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SYZ, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASSYZIWFVUG

DFAS—26.5%1.4%0.0%

SYZ26.5%—0.7%0.0%

IWF1.4%0.7%—78.0%

VUG0.0%0.0%78.0%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SYZ$46 − $60 = −$14

KeptFee

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