DIVL vs SYZ
Comparison between MADISON DIVIDEND VALUE ETF (DIVL, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).
DIVL vs SYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVL
$62M
Winner
SYZ
$62M
Expense Ratio
DIVL
0.65%
Winner
SYZ
0.61%
Max Drawdown
DIVL
14.67%
Winner
SYZ
8.00%
Sharpe Ratio
DIVL
1.00
Winner
SYZ
1.11
5Y Beta
Winner
DIVL
0.55
SYZ
1.05
P/E Ratio
Winner
DIVL
24.09
SYZ
35.62
Forward P/E
DIVL
18.37
Winner
SYZ
15.15
PEG Ratio
DIVL
0.80
SYZ
N/A
5Y EPS CAGR
DIVL
9.52%
Winner
SYZ
15.60%
Debt to Equity
DIVL
85.26%
SYZ
N/A
P/S Ratio
DIVL
2.90
Winner
SYZ
1.34
P/B Ratio
DIVL
3.95
Winner
SYZ
2.37
DIVL vs SYZ - Holdings Comparison
DIVL and SYZ have 1 common holdings. Overlap is 0.00%
DIVL's top 25 holdings weight is 80.52%. SYZ's top 25 holdings weight is 17.45%.
| Rank | DIVL | SYZ |
|---|---|---|
| #1 | TEXAS INSTRUMENTS INC (TXN) - 5.63% | COHERENT CORP (COHR) - 1.23% |
| #2 | JOHNSON & JOHNSON (JNJ) - 4.85% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.21% |
| #3 | EXXON MOBIL CORP (XOM) - 4.72% | MUELLER INDUSTRIES INC (MLI) - 1.02% |
| #4 | CHEVRON CORP (CVX) - 4.61% | ADEIA INC (ADEA) - 0.78% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.02% | DIODES INC (DIOD) - 0.77% |
| #6 | HONEYWELL INTERNATIONAL INC (HON) - 3.96% | MYR GROUP INC (MYRG) - 0.74% |
| #7 | CME GROUP INC CLASS A (CME) - 3.94% | ENERSYS (ENS) - 0.74% |
| #8 | PROCTER & GAMBLE CO (PG) - 3.61% | OPENLANE INC (OPLN) - 0.74% |
| #9 | ANALOG DEVICES INC (ADI) - 3.58% | SANMINA CORP (SANM) - 0.74% |
| #10 | UNION PACIFIC CORP (UNP) - 3.39% | VIAVI SOLUTIONS INC (VIAV) - 0.74% |
| #11 | CONOCOPHILLIPS (COP) - 3.20% | THERMON GROUP HOLDINGS INC (THR) - 0.71% |
| #12 | SLB LTD (SLB) - 3.02% | ESCO TECHNOLOGIES INC (ESE) - 0.69% |
| #13 | ILLINOIS TOOL WORKS INC (ITW) - 2.94% | THE TIMKEN CO (TKR) - 0.69% |
| #14 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.91% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #15 | COCA-COLA CO (KO) - 2.72% | AVANOS MEDICAL INC (AVNS) - 0.67% |
| #16 | THE HOME DEPOT INC (HD) - 2.63% | QORVO INC (QRVO) - 0.67% |
| #17 | BUNGE GLOBAL SA (BG) - 2.52% | GLOBUS MEDICAL INC CLASS A (GMED) - 0.66% |
| #18 | MEDTRONIC PLC (MDT) - 2.45% | ONTO INNOVATION INC (ONTO) - 0.66% |
| #19 | PROLOGIS INC (PLD) - 2.45% | INTERFACE INC (TILE) - 0.65% |
| #20 | LOWE'S COMPANIES INC (LOW) - 2.32% | DECKERS OUTDOOR CORP (DECK) - 0.63% |
| #21 | AMGEN INC (AMGN) - 2.27% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.41% |
| #22 | MCDONALD'S CORP (MCD) - 2.25% | PLEXUS CORP (PLXS) - 0.41% |
| #23 | COLGATE-PALMOLIVE CO (CL) - 2.21% | PERDOCEO EDUCATION CORP (PRDO) - 0.41% |
| #24 | FASTENAL CO (FAST) - 2.18% | ACADIA PHARMACEUTICALS INC (ACAD) - 0.40% |
| #25 | BLACKROCK INC (BLK) - 2.14% | BW LPG LIMITED (n/a) - 0.40% |
| Total Holdings | 39 | 365 |
DIVL vs SYZ - Historical Returns
Returns include dividend reinvestment.
1M
DIVL
-0.90%
Winner
SYZ
-0.68%
3M
DIVL
-0.52%
Winner
SYZ
+8.22%
6M
DIVL
+7.16%
Winner
SYZ
+15.86%
1Y
DIVL
+14.83%
SYZ
N/A
Max(CAGR)
DIVL
+10.16%
Winner
SYZ
+23.37%
DIVL vs SYZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DIVL | SYZ |
|---|---|---|
| 2026 | +7.03% | +14.59% |
| 2025 | +9.82% | +0.89% |
| 2024 | +8.56% | N/A |
| 2023 | +1.81% | N/A |
DIVL vs SYZ Drawdown Comparison
The maximum drawdown for DIVL was -14.06%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.
The current DIVL drawdown is -3.64%. The current SYZ drawdown is -2.73%.
| Rank | DIVL | SYZ |
|---|---|---|
| #1 | -14.06% Nov 29, 2024 - Jul 3, 2025 | -8.00% Sep 18, 2025 - Dec 10, 2025 |
| #2 | -10.05% Sep 14, 2023 - Dec 14, 2023 | -7.57% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -6.93% Mar 2, 2026 - Mar 20, 2026 | -3.90% May 8, 2026 - May 26, 2026 |
| #4 | -5.99% Mar 28, 2024 - Jul 16, 2024 | -2.84% Dec 11, 2025 - Jan 6, 2026 |
| #5 | -4.84% Sep 30, 2025 - Dec 11, 2025 | -2.73% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -4.42% Jul 17, 2024 - Aug 23, 2024 | -2.59% Jan 22, 2026 - Feb 6, 2026 |
| #7 | -2.96% Aug 30, 2024 - Sep 23, 2024 | -2.13% Feb 9, 2026 - Feb 26, 2026 |
| #8 | -2.73% Jul 23, 2025 - Aug 13, 2025 | -1.52% Jan 15, 2026 - Jan 21, 2026 |
| #9 | -2.40% Jan 30, 2024 - Feb 22, 2024 | -1.39% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -2.32% Jan 2, 2024 - Jan 30, 2024 | -0.84% May 6, 2026 - May 8, 2026 |
| #11 | -2.31% Oct 18, 2024 - Nov 6, 2024 | -0.79% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -1.73% Aug 22, 2025 - Sep 26, 2025 | -0.73% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -1.72% Jul 3, 2025 - Jul 22, 2025 | -0.70% May 26, 2026 - Jun 2, 2026 |
| #14 | -1.71% Dec 15, 2025 - Jan 5, 2026 | -0.66% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -1.65% Aug 15, 2023 - Aug 30, 2023 | -0.55% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between DIVL and SYZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2026)
DIVL vs SYZ dividend yield comparison.
| Year | DIVL | SYZ |
|---|---|---|
| 2026 | 0.70% | 0.14% |
| 2025 | 1.80% | 0.00% |
| 2024 | 2.19% | 0.00% |
| 2023 | 1.01% | 0.00% |
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