SYZ vs LCR
Comparison between LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF) and LEUTHOLD CORE ETF (LCR, ETF).
SYZ vs LCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SYZ
$68M
Winner
LCR
$69M
Expense Ratio
Winner
SYZ
0.61%
LCR
0.84%
Max Drawdown
Winner
SYZ
8.00%
LCR
17.44%
Sharpe Ratio
Winner
SYZ
1.23
LCR
0.89
5Y Beta
SYZ
1.00
Winner
LCR
0.46
P/E Ratio
SYZ
38.18
LCR
N/A
Forward P/E
SYZ
14.87
LCR
N/A
5Y EPS CAGR
SYZ
16.80%
LCR
N/A
P/S Ratio
SYZ
1.40
LCR
N/A
P/B Ratio
SYZ
2.48
LCR
N/A
SYZ vs LCR - Holdings Comparison
SYZ and LCR have 1 common holdings. Overlap is -0.17%
SYZ's top 25 holdings weight is 16.36%. LCR's top 25 holdings weight is 91.82%.
| Rank | SYZ | LCR |
|---|---|---|
| #1 | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.12% | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 14.58% |
| #2 | OPENLANE INC (OPLN) - 0.83% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 14.51% |
| #3 | MUELLER INDUSTRIES INC (MLI) - 0.83% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.48% |
| #4 | ADEIA INC (ADEA) - 0.75% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 4.88% |
| #5 | THE TIMKEN CO (TKR) - 0.75% | LEUTHOLD SELECT INDUSTRIES ETF (LST) - 4.58% |
| #6 | INTERFACE INC (TILE) - 0.73% | DIREXION DAILY S&P 500® BEAR 1X ETF (SPDN) - 4.21% |
| #7 | ONTO INNOVATION INC (ONTO) - 0.73% | INVESCO S&P 500® EQUAL WT CNSM DISC ETF (RSPD) - 3.91% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.73% | US BANK MMDA USBGFS 9 (n/a) - 3.52% |
| #9 | n/a (CLOV) - 0.71% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.43% |
| #10 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.70% | ISHARES BIOTECHNOLOGY ETF (IBB) - 3.15% |
| #11 | JFROG LTD ORDINARY SHARES (FROG) - 0.68% | ISHARES US HEALTHCARE PROVIDERS ETF (IHF) - 2.89% |
| #12 | EXTREME NETWORKS INC (EXTR) - 0.68% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 2.88% |
| #13 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.66% | VANECK GOLD MINERS ETF (GDX) - 2.52% |
| #14 | DIODES INC (DIOD) - 0.66% | VANECK OIL SERVICES ETF (OIH) - 2.08% |
| #15 | MYR GROUP INC (MYRG) - 0.65% | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.69% |
| #16 | MONARCH CASINO & RESORT INC (MCRI) - 0.65% | ISHARES US INSURANCE ETF (IAK) - 1.63% |
| #17 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.63% | INVESCO BUILDING & CONSTRUCTION ETF (PKB) - 1.54% |
| #18 | COPA HOLDINGS SA CLASS A (CPA) - 0.63% | ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 1.47% |
| #19 | GLOBUS MEDICAL INC CLASS A (GMED) - 0.61% | STATE STREET® SPDR® BLMBG INTL TRS BDETF (BWX) - 1.46% |
| #20 | DECKERS OUTDOOR CORP (DECK) - 0.61% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.44% |
| #21 | AVEPOINT INC ORDINARY SHARES CLASS A (AVPT) - 0.41% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.43% |
| #22 | CARETRUST REIT INC (CTRE) - 0.41% | ISHARES MBS ETF (MBB) - 1.31% |
| #23 | LITTELFUSE INC (LFUS) - 0.40% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.22% |
| #24 | CENTERRA GOLD INC (n/a) - 0.40% | VANECK PHARMACEUTICAL ETF (PPH) - 1.01% |
| #25 | INSULET CORP (PODD) - 0.40% | STTSTRTSPDRS&POIL&GASEXPLOR&PRODTNETF (XOP) - 1.00% |
| Total Holdings | 395 | 37 |
SYZ vs LCR - Historical Returns
Returns include dividend reinvestment.
1M
SYZ
-0.29%
Winner
LCR
-0.05%
3M
Winner
SYZ
+7.07%
LCR
+2.37%
6M
Winner
SYZ
+12.58%
LCR
+2.53%
1Y
Winner
SYZ
+21.19%
LCR
+10.65%
5Y(CAGR)
SYZ
N/A
LCR
+6.72%
Max(CAGR)
Winner
SYZ
+25.51%
LCR
+8.27%
SYZ vs LCR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SYZ | LCR |
|---|---|---|
| 2026 | +19.38% | +3.66% |
| 2025 | +0.89% | +12.46% |
| 2024 | N/A | +9.27% |
| 2023 | N/A | +13.20% |
| 2022 | N/A | -8.04% |
| 2021 | N/A | +12.47% |
| 2020 | N/A | +13.28% |
SYZ vs LCR Drawdown Comparison
The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.
The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.
The current SYZ drawdown is -2.05%. The current LCR drawdown is -0.68%.
| Rank | SYZ | LCR |
|---|---|---|
| #1 | -8.00% Sep 18, 2025 - Dec 10, 2025 | -17.44% Feb 19, 2020 - Jul 15, 2020 |
| #2 | -7.57% Mar 2, 2026 - Apr 13, 2026 | -13.40% Jan 4, 2022 - Jul 18, 2023 |
| #3 | -3.90% May 8, 2026 - May 26, 2026 | -8.58% Nov 29, 2024 - Jun 24, 2025 |
| #4 | -3.50% Jun 30, 2026 - Jul 8, 2026 | -6.22% Jul 19, 2023 - Dec 1, 2023 |
| #5 | -2.84% Dec 11, 2025 - Jan 6, 2026 | -6.02% Feb 26, 2026 - May 6, 2026 |
| #6 | -2.73% Jun 2, 2026 - Jun 11, 2026 | -5.18% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -2.59% Jan 22, 2026 - Feb 6, 2026 | -3.94% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -2.13% Feb 9, 2026 - Feb 26, 2026 | -3.72% Feb 12, 2021 - Apr 5, 2021 |
| #9 | -1.74% Jun 15, 2026 - Jun 22, 2026 | -3.60% Mar 28, 2024 - Jun 17, 2024 |
| #10 | -1.52% Jan 15, 2026 - Jan 21, 2026 | -3.12% Nov 16, 2021 - Jan 3, 2022 |
| #11 | -1.39% Apr 24, 2026 - Apr 30, 2026 | -3.04% May 7, 2021 - Jul 12, 2021 |
| #12 | -0.84% May 6, 2026 - May 8, 2026 | -2.98% Oct 27, 2025 - Dec 3, 2025 |
| #13 | -0.80% Jun 22, 2026 - Jun 25, 2026 | -2.97% Sep 1, 2021 - Oct 21, 2021 |
| #14 | -0.79% Feb 26, 2026 - Mar 2, 2026 | -2.29% Jul 12, 2021 - Jul 26, 2021 |
| #15 | -0.73% Jan 6, 2026 - Jan 8, 2026 | -2.25% Jun 4, 2026 - Jun 15, 2026 |
Correlation
Correlation between SYZ and LCR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
SYZ vs LCR dividend yield comparison.
| Year | SYZ | LCR |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 0.00% | 1.37% |
| 2024 | 0.00% | 1.86% |
| 2023 | 0.00% | 1.60% |
| 2022 | 0.00% | 0.75% |
| 2021 | 0.00% | 0.21% |
| 2020 | 0.00% | 0.62% |
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