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