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DUSG vs SYZ

U.S. Small Cap Growth Portfolio: ETF Class Shares

DUSGANasdaq

Lazard US Systematic Small Cap Equity ETF

SYZBNasdaq

Overlap

Expense ratio

DUSG −0.28pt a year

DUSG0.33%SYZ0.61%

Avg volume · 30D

DUSG 1.1×the volume

DUSG5.5KSYZ5.09K

DUSG vs SYZ Performance

Jul 31, 2026 – Oct 30, 2026

−1.7%DUSG−2.3%SYZ

Jul 31, 2026 to Oct 30, 2026. DUSG −1.7%. SYZ −2.3%. Use the arrow keys to read each point.−4%0%2%4%Jul 2026Sep 2026Oct 2026
Expense ratio
DUSG 0.33%, better
SYZ 0.61%
Fund size
DUSG $1.94B
SYZ $66M
1Y total return
DUSG No data
SYZ +20.6%
Holdings
DUSG 585
SYZ 497
Avg volume (30D)
DUSG 5.5K sh, better
SYZ 5.09K sh
NAV per share
DUSG $50.92
SYZ $29.29
52W range

ETF.net Grade

DUSG: Cost 85, Risk 61, Mission not scored, Tradability 61, Holdings 79, Durability 93. SYZ: Cost 44, Risk 78, Mission 89, Tradability 39, Holdings 82, Durability 62.
Pillar letters and Scores for DUSG, SYZ, with each pillar’s weight
PillarDUSGSYZ
Cost30% weightA85HigherC44
Mission25% weightNot scoredA89
Risk15% weightB61A78Higher
Tradability15% weightB61HigherD39
Holdings10% weightA79A82Higher
Durability5% weightA93HigherB62

Rank among US Active Small-Cap funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. DUSG and SYZ are both graded against the same 39 US Active Small-Cap funds, so their Grades compare head to head.

US Active Small-Cap⁠

Category · 39 funds
See all 39 ›

DUSG ranks 4th and SYZ 16th of 39 funds in the US Active Small-Cap Category.

  1. Rank 1AAVSCAvantis U.S. Small Cap Equity ETFScore 88
  2. Rank 2AFESMFidelity Enhanced Small Cap ETFScore 85
  3. Rank 3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesScore 82
  4. Rank 4ADUSGU.S. Small Cap Growth Portfolio: ETF Class SharesScore 75
  5. Rank 5ABSVOEA Bridgeway Omni Small-Cap Value ETFScore 70
  6. Rank 16CESSCEventide Small Cap ETFScore 55
  7. Rank 16BSYZLazard US Systematic Small Cap Equity ETFScore 55
  8. Rank 18CACSGAmerican Century Small Cap Growth Insights ETFScore 54

Our read on each fund

ETF.net Research

DUSGAU.S. Small Cap Growth Portfolio: ETF Class Shares

SYZBLazard US Systematic Small Cap Equity ETF

In short

DUSG A Dimensional small-cap growth strategy that finally got a ticker. DUSG is an exchange-traded share class of a portfolio running since 2012, screening small US companies for high profitability and cheaper relative price.

SYZ Lazard points automated analysts at the whole US small cap universe and holds 200 to 500 of them. Systematic stock picking at near index breadth, in a strategy that began life in 2021 as a mutual fund.

Stated mandate

DUSG The Portfolio seeks long-term capital appreciation.

SYZ The Portfolio seeks long-term capital appreciation.

Why people hold it

  • DUSG Not a startup fund with a launch-day portfolio. The underlying strategy has run since 2012, and the ETF class is a new door into the same book of stocks.businesswire.com
  • The screen does two jobs at once: small-cap growth companies, filtered for high profitability and lower relative price, instead of whatever the index says is popular.dimensional.com
  • 0.33% a year for a systematically managed factor strategy, sitting right around the middle of the multifactor pack rather than at the premium end.
  • Broad and diversified by design, holding a wide sweep of US small caps in a billion-dollar-plus portfolio, not a handful of high-conviction names.dimensional.com
  • SYZ Active but wide: the prospectus targets 200 to 500 small caps, so no single name steers the whole fund.sec.gov
  • The pitch is machine-run fundamentals. Lazard's automated analysts sweep the small cap universe for valuation and operating shifts instead of a handful of hand-picked bets.lazardassetmanagement.com
  • At 0.61%, with no waiver propping that number up, the fee sits near its category median, and the portfolio hews closely to the small cap mandate it advertises.
  • Stands in the upper half of a crowded active US small cap field.

Worth knowing

  • DUSG It trades thinly. Light volume can mean wider gaps between the bid and the ask than you get with the household-name index ETFs.
  • Distributions land once or twice a year, not monthly. The stated job here is long-term capital appreciation, not a paycheck.
  • Fair pricing, not bargain pricing: broad US growth exposure in the same peer group costs far less (IUSG, 0.04%), minus the small-cap and profitability screens.
  • SYZ Cheaper options share the aisle: AVSC runs 0.25% and FESM 0.28%, neither on a waiver.
  • Thinly traded and modest in size, so the spread between buy and sell prices can run wider than in the category's giants.
  • Short life as an ETF. The strategy ran as a mutual fund from 2021 and only moved into the ETF wrapper in 2025.lazard.com

Full DUSG profile⁠

Full SYZ profile⁠

DUSG vs SYZ Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

DUSG vs SYZ Cost

Overpaying SYZ vs DUSG

$5,261

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • DUSG 0.33%

    $6,737

  • SYZ 0.61%

    $11,998

$10,000
30 years

Cost over time

  • DUSG 0.33%
  • SYZ 0.61%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530SYZ $11,998DUSG $6,737

Year by year

YearDUSGSYZOverpaying
10$598$1,093$495
20$2,318$4,181$1,863
30$6,737$11,998$5,261

Expense ratio

  • 0.33%DUSG, cheaper
  • 0.61%SYZ
  • Middle half of US Active Small-Cap funds
  • Median 0.55%

DUSG 7th cheapest of 39 funds

SYZ 23rd cheapest of 39 funds

DUSG vs SYZ Dividends

Last 12 months to Oct 30, 2026
Last payment
DUSG $0.07
SYZ $0.06
Ex-dividend
DUSG Sep 29, 2026
SYZ Sep 18, 2026
Paid on
DUSG Oct 1, 2026
SYZ Sep 21, 2026
Frequency
DUSG Quarterly
SYZ Quarterly

Distribution history

Per share, 2026, same scale for both

DUSGQuarterly · 2 paymentsAll DUSG payments⁠
One bar per payment. 2 payments in 2026 YTD. Jun 29, 2026 $0.07; Sep 29, 2026 $0.07. Use the arrow keys to read each point.$0$0.052026YTD
SYZQuarterly · 3 paymentsAll SYZ payments⁠
One bar per payment. 3 payments in 2026 YTD. Mar 20, 2026 $0.04; Jun 18, 2026 $0.03; Sep 18, 2026 $0.06. Use the arrow keys to read each point.$0$0.052026YTD

DUSG vs SYZ Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
DUSG No dataSYZ 14.2%since Oct 2025
Return per unit of riskSharpe ratio, 3 years
DUSG No dataSYZ 0.87since Oct 2025
Worst fallMax drawdown, 5 years
DUSG No dataSYZ −8.0%since Sep 2025
Market sensitivityBeta, 5 years
DUSG 1.05SYZ 1.01

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