DEMZ vs SYZ
Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).
DEMZ vs SYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEMZ
$64M
Winner
SYZ
$65M
Expense Ratio
Winner
DEMZ
0.45%
SYZ
0.61%
Max Drawdown
DEMZ
28.44%
Winner
SYZ
8.00%
Sharpe Ratio
DEMZ
1.31
Winner
SYZ
1.37
5Y Beta
Winner
DEMZ
0.94
SYZ
1.05
P/E Ratio
Winner
DEMZ
28.13
SYZ
43.85
Forward P/E
DEMZ
21.62
Winner
SYZ
14.55
PEG Ratio
DEMZ
0.60
SYZ
N/A
5Y Dividends CAGR
DEMZ
58.07%
SYZ
N/A
5Y EPS CAGR
Winner
DEMZ
21.21%
SYZ
16.14%
Debt to Equity
DEMZ
41.51%
SYZ
N/A
P/S Ratio
DEMZ
3.69
Winner
SYZ
1.35
P/B Ratio
DEMZ
5.35
Winner
SYZ
2.43
DEMZ vs SYZ - Holdings Comparison
DEMZ and SYZ have 3 common holdings. Overlap is 0.33%
DEMZ's top 25 holdings weight is 79.31%. SYZ's top 25 holdings weight is 17.09%.
| Rank | DEMZ | SYZ |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.88% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.23% |
| #2 | APPLE INC (AAPL) - 5.53% | COHERENT CORP (COHR) - 1.18% |
| #3 | NVIDIA CORP (NVDA) - 5.42% | MUELLER INDUSTRIES INC (MLI) - 0.94% |
| #4 | KLA CORP (KLAC) - 5.14% | ADEIA INC (ADEA) - 0.79% |
| #5 | MICROSOFT CORP (MSFT) - 4.94% | OPENLANE INC (OPLN) - 0.79% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.59% | SANMINA CORP (SANM) - 0.76% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.33% | DIODES INC (DIOD) - 0.73% |
| #8 | LOEWS CORP (L) - 3.90% | MYR GROUP INC (MYRG) - 0.73% |
| #9 | COSTCO WHOLESALE CORP (COST) - 3.84% | ENERSYS (ENS) - 0.70% |
| #10 | NORDSON CORP (NDSN) - 3.77% | THE TIMKEN CO (TKR) - 0.69% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.98% | JFROG LTD ORDINARY SHARES (FROG) - 0.68% |
| #12 | XYLEM INC (XYL) - 2.83% | AVANOS MEDICAL INC (AVNS) - 0.68% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.58% | VIAVI SOLUTIONS INC (VIAV) - 0.67% |
| #14 | AVERY DENNISON CORP (AVY) - 2.51% | ESCO TECHNOLOGIES INC (ESE) - 0.66% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.31% | INTERFACE INC (TILE) - 0.65% |
| #16 | ARISTA NETWORKS INC (ANET) - 2.26% | DECKERS OUTDOOR CORP (DECK) - 0.63% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.19% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.63% |
| #18 | KIMCO REALTY CORP (KIM) - 2.05% | MONARCH CASINO & RESORT INC (MCRI) - 0.63% |
| #19 | THE WALT DISNEY CO (DIS) - 2.01% | QORVO INC (QRVO) - 0.63% |
| #20 | EVEREST GROUP LTD (EG) - 1.98% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.63% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72% | GENTEX CORP (GNTX) - 0.42% |
| #22 | STRYKER CORP (SYK) - 1.67% | FRONTDOOR INC (FTDR) - 0.41% |
| #23 | ROSS STORES INC (ROST) - 1.66% | NATIONAL FUEL GAS CO (NFG) - 0.41% |
| #24 | DANAHER CORP (DHR) - 1.61% | TABOOLA.COM LTD (TBLA) - 0.41% |
| #25 | VERALTO CORP (VLTO) - 1.61% | ACADIA PHARMACEUTICALS INC (ACAD) - 0.41% |
| Total Holdings | 46 | 377 |
DEMZ vs SYZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEMZ
+5.50%
SYZ
+3.92%
3M
DEMZ
+13.48%
Winner
SYZ
+16.94%
6M
DEMZ
+9.91%
Winner
SYZ
+18.17%
1Y
DEMZ
+23.84%
SYZ
N/A
5Y(CAGR)
DEMZ
+12.77%
SYZ
N/A
Max(CAGR)
DEMZ
+16.74%
Winner
SYZ
+29.15%
DEMZ vs SYZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | SYZ |
|---|---|---|
| 2026 | +8.78% | +19.01% |
| 2025 | +19.81% | +0.89% |
| 2024 | +24.16% | N/A |
| 2023 | +24.28% | N/A |
| 2022 | -18.81% | N/A |
| 2021 | +34.21% | N/A |
| 2020 | +11.09% | N/A |
DEMZ vs SYZ Drawdown Comparison
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.
| Rank | DEMZ | SYZ |
|---|---|---|
| #1 | -27.17% Dec 29, 2021 - Dec 26, 2023 | -8.00% Sep 18, 2025 - Dec 10, 2025 |
| #2 | -18.69% Dec 4, 2024 - Jun 10, 2025 | -7.57% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -12.28% Jan 27, 2026 - May 6, 2026 | -3.90% May 8, 2026 - May 26, 2026 |
| #4 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -2.84% Dec 11, 2025 - Jan 6, 2026 |
| #5 | -7.34% Oct 27, 2025 - Jan 6, 2026 | -2.73% Jun 2, 2026 - Jun 11, 2026 |
| #6 | -6.20% Mar 21, 2024 - May 15, 2024 | -2.59% Jan 22, 2026 - Feb 6, 2026 |
| #7 | -5.44% Sep 8, 2021 - Nov 2, 2021 | -2.13% Feb 9, 2026 - Feb 26, 2026 |
| #8 | -4.64% Jan 21, 2021 - Feb 4, 2021 | -1.52% Jan 15, 2026 - Jan 21, 2026 |
| #9 | -4.42% Feb 12, 2021 - Mar 17, 2021 | -1.39% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -4.20% Nov 19, 2021 - Dec 8, 2021 | -0.84% May 6, 2026 - May 8, 2026 |
| #11 | -4.10% Dec 10, 2021 - Dec 27, 2021 | -0.79% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -3.97% Oct 14, 2024 - Nov 7, 2024 | -0.73% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -3.91% May 7, 2021 - May 28, 2021 | -0.70% May 26, 2026 - Jun 2, 2026 |
| #14 | -3.33% Oct 8, 2025 - Oct 20, 2025 | -0.66% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -2.79% Jul 12, 2021 - Jul 23, 2021 | -0.55% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between DEMZ and SYZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2020 - 2026)
DEMZ vs SYZ dividend yield comparison.
| Year | DEMZ | SYZ |
|---|---|---|
| 2026 | 0.00% | 0.14% |
| 2025 | 0.98% | 0.00% |
| 2024 | 0.53% | 0.00% |
| 2023 | 0.90% | 0.00% |
| 2022 | 0.98% | 0.00% |
| 2021 | 2.46% | 0.00% |
| 2020 | 0.27% | 0.00% |
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