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