KNGZ vs SYZ
Comparison between FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF (KNGZ, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).
KNGZ vs SYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KNGZ
$63M
SYZ
$62M
Expense Ratio
Winner
KNGZ
0.50%
SYZ
0.61%
Max Drawdown
KNGZ
37.44%
Winner
SYZ
8.00%
Sharpe Ratio
Winner
KNGZ
1.70
SYZ
1.11
5Y Beta
Winner
KNGZ
0.79
SYZ
1.05
P/E Ratio
Winner
KNGZ
18.64
SYZ
35.62
Forward P/E
Winner
KNGZ
14.11
SYZ
15.15
PEG Ratio
KNGZ
0.04
SYZ
N/A
5Y Dividends CAGR
KNGZ
9.93%
SYZ
N/A
5Y EPS CAGR
KNGZ
3.41%
Winner
SYZ
15.60%
Debt to Equity
KNGZ
-61.84%
SYZ
N/A
P/S Ratio
KNGZ
1.44
Winner
SYZ
1.34
P/B Ratio
KNGZ
2.38
Winner
SYZ
2.37
KNGZ vs SYZ - Holdings Comparison
KNGZ and SYZ have 5 common holdings. Overlap is 0.93%
KNGZ's top 25 holdings weight is 55.88%. SYZ's top 25 holdings weight is 17.45%.
| Rank | KNGZ | SYZ |
|---|---|---|
| #1 | QUALCOMM INC (QCOM) - 5.60% | COHERENT CORP (COHR) - 1.23% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 4.50% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.21% |
| #3 | HP INC (HPQ) - 4.40% | MUELLER INDUSTRIES INC (MLI) - 1.02% |
| #4 | MICROCHIP TECHNOLOGY INC (MCHP) - 3.77% | ADEIA INC (ADEA) - 0.78% |
| #5 | VERIZON COMMUNICATIONS INC (VZ) - 3.55% | DIODES INC (DIOD) - 0.77% |
| #6 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.50% | MYR GROUP INC (MYRG) - 0.74% |
| #7 | ACCENTURE PLC CLASS A (ACN) - 3.30% | ENERSYS (ENS) - 0.74% |
| #8 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.00% | OPENLANE INC (OPLN) - 0.74% |
| #9 | OMNICOM GROUP INC (OMC) - 2.44% | SANMINA CORP (SANM) - 0.74% |
| #10 | COMCAST CORP CLASS A (CMCSA) - 2.39% | VIAVI SOLUTIONS INC (VIAV) - 0.74% |
| #11 | BEST BUY CO INC (BBY) - 1.72% | THERMON GROUP HOLDINGS INC (THR) - 0.71% |
| #12 | ANALOG DEVICES INC (ADI) - 1.71% | ESCO TECHNOLOGIES INC (ESE) - 0.69% |
| #13 | ORACLE CORP (ORCL) - 1.60% | THE TIMKEN CO (TKR) - 0.69% |
| #14 | ONEOK INC (OKE) - 1.44% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #15 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.41% | AVANOS MEDICAL INC (AVNS) - 0.67% |
| #16 | PFIZER INC (PFE) - 1.38% | QORVO INC (QRVO) - 0.67% |
| #17 | FRANKLIN RESOURCES INC (BEN) - 1.31% | GLOBUS MEDICAL INC CLASS A (GMED) - 0.66% |
| #18 | PRUDENTIAL FINANCIAL INC (PRU) - 1.23% | ONTO INNOVATION INC (ONTO) - 0.66% |
| #19 | T. ROWE PRICE GROUP INC (TROW) - 1.22% | INTERFACE INC (TILE) - 0.65% |
| #20 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.21% | DECKERS OUTDOOR CORP (DECK) - 0.63% |
| #21 | CORNING INC (GLW) - 1.08% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.41% |
| #22 | MICROSOFT CORP (MSFT) - 1.06% | PLEXUS CORP (PLXS) - 0.41% |
| #23 | CVS HEALTH CORP (CVS) - 1.03% | PERDOCEO EDUCATION CORP (PRDO) - 0.41% |
| #24 | GENUINE PARTS CO (GPC) - 1.03% | ACADIA PHARMACEUTICALS INC (ACAD) - 0.40% |
| #25 | ROPER TECHNOLOGIES INC (ROP) - 1.00% | BW LPG LIMITED (n/a) - 0.40% |
| Total Holdings | 102 | 365 |
KNGZ vs SYZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KNGZ
+5.15%
SYZ
-0.68%
3M
Winner
KNGZ
+9.51%
SYZ
+8.22%
6M
KNGZ
+14.30%
Winner
SYZ
+15.86%
1Y
KNGZ
+29.79%
SYZ
N/A
5Y(CAGR)
KNGZ
+8.90%
SYZ
N/A
10Y(CAGR)
KNGZ
+11.33%
SYZ
N/A
Max(CAGR)
KNGZ
+11.33%
Winner
SYZ
+23.37%
KNGZ vs SYZ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | KNGZ | SYZ |
|---|---|---|
| 2026 | +14.25% | +14.59% |
| 2025 | +14.39% | +0.89% |
| 2024 | +10.63% | N/A |
| 2023 | +9.48% | N/A |
| 2022 | -7.56% | N/A |
| 2021 | +30.02% | N/A |
| 2020 | +5.51% | N/A |
| 2019 | +27.24% | N/A |
| 2018 | -7.47% | N/A |
| 2017 | +9.90% | N/A |
KNGZ vs SYZ Drawdown Comparison
The maximum drawdown for KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.
The current KNGZ drawdown is -2.65%. The current SYZ drawdown is -2.73%.
| Rank | KNGZ | SYZ |
|---|---|---|
| #1 | -37.44% Jan 17, 2020 - Nov 23, 2020 | -8.00% Sep 18, 2025 - Dec 10, 2025 |
| #2 | -19.72% Jan 11, 2022 - Dec 26, 2023 | -7.57% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -19.69% Nov 25, 2024 - Jul 3, 2025 | -3.90% May 8, 2026 - May 26, 2026 |
| #4 | -16.97% Sep 20, 2018 - Apr 24, 2019 | -2.84% Dec 11, 2025 - Jan 6, 2026 |
| #5 | -10.57% Jan 26, 2018 - Aug 21, 2018 | -2.73% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -9.41% Feb 11, 2026 - Apr 30, 2026 | -2.59% Jan 22, 2026 - Feb 6, 2026 |
| #7 | -8.85% May 3, 2019 - Jul 24, 2019 | -2.13% Feb 9, 2026 - Feb 26, 2026 |
| #8 | -7.97% Jul 24, 2019 - Sep 17, 2019 | -1.52% Jan 15, 2026 - Jan 21, 2026 |
| #9 | -6.73% Oct 27, 2025 - Dec 3, 2025 | -1.39% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -6.10% Jul 16, 2024 - Aug 23, 2024 | -0.84% May 6, 2026 - May 8, 2026 |
| #11 | -5.73% Jun 4, 2021 - Aug 13, 2021 | -0.79% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -5.45% Aug 13, 2021 - Nov 5, 2021 | -0.73% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -5.45% Mar 28, 2024 - May 15, 2024 | -0.70% May 26, 2026 - Jun 2, 2026 |
| #14 | -4.49% Sep 17, 2019 - Oct 21, 2019 | -0.66% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -3.98% Jul 3, 2025 - Aug 13, 2025 | -0.55% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between KNGZ and SYZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
KNGZ vs SYZ dividend yield comparison.
| Year | KNGZ | SYZ |
|---|---|---|
| 2026 | 0.39% | 0.14% |
| 2025 | 2.70% | 0.00% |
| 2024 | 2.55% | 0.00% |
| 2023 | 3.10% | 0.00% |
| 2022 | 2.52% | 0.00% |
| 2021 | 1.95% | 0.00% |
| 2020 | 2.44% | 0.00% |
| 2019 | 2.85% | 0.00% |
| 2018 | 4.09% | 0.00% |
| 2017 | 1.10% | 0.00% |
Select Stocks to Compare
Popular: KNGZ vs SPYSYZ vs SPY
More Comparisons
Compare with similar stocks