SYZ vs VB

ASYZ

BVB

Measures won1–3VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

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

Held in common21.5%SYZ and VB

SYZ

Lazard US Systematic Small Cap Equity ETF · $66MVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $16,654+18.5%

[…]5 years · per year[…] · $13,413+6.0%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.46%12-mo yield$46 · $128 on $10k1.28%

−8.9%Worst dropSmaller wins−9.0%

16.3%VolatilityLower wins16.2%

1–3VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSYZ · VB

0.2%PR0.2%

0.6%DT0.2%

0.2%ZBRA0.2%

0.2%DINO0.2%

Held in common21.5%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	ASYZ	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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	ASYZ	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

SYZ vs VB

SYZ

Lazard US Systematic Small Cap Equity

[…]

Vanguard Morningstar Small-Cap

$13,413

MeasureSYZVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.46%1.28%

5 years, per year[…]+6.0%

3 years, per year[…]+18.5%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y16.3%16.2%

3–1measures won
VB first

21.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SYZ, VB

Today

21.5%most shared, SYZ and VB

SYZVB

SYZ—21.5%

VB21.5%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

SYZ$46 − $60 = −$14

KeptFee

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