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SYZ vs DFSV

Lazard US Systematic Small Cap Equity ETF vs Dimensional US Small Cap Value ETF

SYZ

Lazard US Systematic Small Cap Equity ETF

Lazard

Annual cost

0.61%

Fund size

$62M

DFSV

Dimensional US Small Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.30%

Fund size

$7.5B

Key differences

  • DFSV costs 0.31% less per year.
  • DFSV is significantly larger than SYZ — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SYZDFSV
Annual cost (TER)0.61%0.30%
Fund size (AUM)$62M$7.5B
Since20212022
Dividend yield0.61%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+35.8%
CAGR 3YN/A+17.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.71
Volatility 1Y17.83%
Max drawdown-8.00%-28.02%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SYZ and DFSV