SYZ vs DFAS

ASYZ

BDFAS

Measures won1–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−8.9%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 · $33.8B

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

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

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

0.46%12-mo yield$46 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.8%

1–3DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSYZ · DFAS

0.3%AIT0.2%

0.4%EHC0.2%

0.4%AMG0.2%

0.3%WTFC0.2%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	ASYZ	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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	ASYZ	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

SYZ vs DFAS

SYZ

Lazard US Systematic Small Cap Equity

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureSYZDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield0.46%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y16.3%15.8%

3–1measures won
DFAS first

27.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SYZ, DFAS, IWF

Today

27.2%most shared, SYZ and DFAS

SYZDFASIWF

SYZ—27.2%0.7%

DFAS27.2%—1.4%

IWF0.7%1.4%—

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

IWF$39 − $18 = $21

SYZ$46 − $60 = −$14

KeptFee

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