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SYZ vs SPY

Comparison between LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SYZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SYZ
$62M
Winner
SPY
$735B
Expense Ratio
SYZ
0.61%
Winner
SPY
0.09%
Max Drawdown
Winner
SYZ
8.00%
SPY
56.47%
Sharpe Ratio
SYZ
1.11
Winner
SPY
1.62
5Y Beta
SYZ
1.05
Winner
SPY
1.00
P/E Ratio
SYZ
35.62
Winner
SPY
28.99
Forward P/E
Winner
SYZ
15.15
SPY
22.37
5Y Dividends CAGR
SYZ
N/A
SPY
5.43%
5Y EPS CAGR
SYZ
15.60%
Winner
SPY
26.05%
Debt to Equity
SYZ
N/A
SPY
32.40%
P/S Ratio
Winner
SYZ
1.34
SPY
3.74
P/B Ratio
Winner
SYZ
2.37
SPY
5.61

SYZ vs SPY - Holdings Comparison

SYZ and SPY have 20 common holdings. Overlap is 0.47%

SYZ's top 25 holdings weight is 17.45%. SPY's top 25 holdings weight is 52.37%.

RankSYZSPY
#1
COHERENT CORP (COHR) - 1.23%
NVIDIA CORP (NVDA) - 8.10%
#2
LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.21%
APPLE INC (AAPL) - 7.02%
#3
MUELLER INDUSTRIES INC (MLI) - 1.02%
MICROSOFT CORP (MSFT) - 4.79%
#4
ADEIA INC (ADEA) - 0.78%
AMAZON.COM INC (AMZN) - 4.02%
#5
DIODES INC (DIOD) - 0.77%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MYR GROUP INC (MYRG) - 0.74%
BROADCOM INC (AVGO) - 3.10%
#7
ENERSYS (ENS) - 0.74%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
OPENLANE INC (OPLN) - 0.74%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SANMINA CORP (SANM) - 0.74%
TESLA INC (TSLA) - 1.89%
#10
VIAVI SOLUTIONS INC (VIAV) - 0.74%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
THERMON GROUP HOLDINGS INC (THR) - 0.71%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ESCO TECHNOLOGIES INC (ESE) - 0.69%
ELI LILLY AND CO (LLY) - 1.31%
#13
THE TIMKEN CO (TKR) - 0.69%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AVANOS MEDICAL INC (AVNS) - 0.67%
EXXON MOBIL CORP (XOM) - 0.97%
#16
QORVO INC (QRVO) - 0.67%
INTEL CORP (INTC) - 0.90%
#17
GLOBUS MEDICAL INC CLASS A (GMED) - 0.66%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ONTO INNOVATION INC (ONTO) - 0.66%
VISA INC CLASS A (V) - 0.85%
#19
INTERFACE INC (TILE) - 0.65%
WALMART INC (WMT) - 0.81%
#20
DECKERS OUTDOOR CORP (DECK) - 0.63%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PEDIATRIX MEDICAL GROUP INC (MD) - 0.41%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
PLEXUS CORP (PLXS) - 0.41%
CATERPILLAR INC (CAT) - 0.66%
#23
PERDOCEO EDUCATION CORP (PRDO) - 0.41%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ACADIA PHARMACEUTICALS INC (ACAD) - 0.40%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BW LPG LIMITED (n/a) - 0.40%
ABBVIE INC (ABBV) - 0.58%
Total Holdings365505

SYZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SYZ
-0.68%
Winner
SPY
+1.90%
3M
SYZ
+8.22%
Winner
SPY
+8.55%
6M
Winner
SYZ
+15.86%
SPY
+8.18%
1Y
SYZ
N/A
SPY
+25.79%
5Y(CAGR)
SYZ
N/A
SPY
+13.32%
10Y(CAGR)
SYZ
N/A
SPY
+15.19%
Max(CAGR)
Winner
SYZ
+23.37%
SPY
+8.47%

SYZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSYZSPY
2026+14.59%+8.26%
2025+0.89%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SYZ vs SPY Drawdown Comparison

The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SYZ drawdown is -2.73%. The current SPY drawdown is -2.90%.

RankSYZSPY
#1-8.00%
Sep 18, 2025 - Dec 10, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.57%
Mar 2, 2026 - Apr 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.90%
May 8, 2026 - May 26, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.84%
Dec 11, 2025 - Jan 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.73%
Jun 2, 2026 - Jun 5, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.59%
Jan 22, 2026 - Feb 6, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.13%
Feb 9, 2026 - Feb 26, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.52%
Jan 15, 2026 - Jan 21, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.39%
Apr 24, 2026 - Apr 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.84%
May 6, 2026 - May 8, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.79%
Feb 26, 2026 - Mar 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.73%
Jan 6, 2026 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.70%
May 26, 2026 - Jun 2, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.66%
Apr 20, 2026 - Apr 22, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.55%
May 1, 2026 - May 5, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SYZ and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

SYZ vs SPY dividend yield comparison.

YearSYZSPY
20260.14%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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