SYZ vs DFAS

ASYZ

BDFAS

Measures won1–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−7.6%SYZ · worst fall in 1Y

Held in common27.2%SYZ and DFAS

SYZ

DFAS

Lazard US Systematic Small Cap Equity ETF · $66MDimensional - US Small Cap ETF · $34.7B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

0.44%12-mo yield$44 · $100 on $10k1.00%

−7.6%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins15.3%

1–3DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSYZ · DFAS

0.3%AIT0.3%

0.4%AMG0.2%

0.3%WTFC0.2%

0.6%ARW0.2%

Held in common27.2%

End-of-day Nov 4, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ASYZ	Lazard US Systematic Small Cap Equity ETFRead Desk		0.60%	0.44%	+1.0%	+18.2%	+22.5%	new	new	−7.6%	$66M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ASYZ	Lazard US Systematic Small Cap Equity ETFRead Desk		0.60%	0.44%	+1.0%	+18.2%	+22.5%	new	new	−7.6%	$66M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SYZ vs DFAS

SYZ

Lazard US Systematic Small Cap Equity

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureSYZDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield0.44%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−7.6%−9.4%

Volatility · 1Y15.7%15.3%

3–1measures won
DFAS first

27.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SYZ, DFAS

Today

27.2%most shared, SYZ and DFAS

SYZDFAS

SYZ—27.2%

DFAS27.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SYZ$44 − $60 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee