SYZ vs XBOC

Comparison between LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - October (XBOC, ETF).

SYZ vs XBOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYZ(ETF)	XBOC(ETF)
Net Assets	$65M	$65M
Expense Ratio	0.61%	0.79%
Max Drawdown	8.00%	13.35%
Sharpe Ratio	1.37	1.32
5Y Beta	1.05	0.55
P/E Ratio	43.85	N/A
Forward P/E	14.55	N/A
5Y EPS CAGR	16.14%	N/A
P/S Ratio	1.35	N/A
P/B Ratio	2.43	N/A

Net Assets

SYZ

$65M

Winner

XBOC

$65M

Expense Ratio

Winner

SYZ

0.61%

XBOC

0.79%

Max Drawdown

Winner

SYZ

8.00%

XBOC

13.35%

Sharpe Ratio

Winner

SYZ

1.37

XBOC

1.32

5Y Beta

SYZ

1.05

Winner

XBOC

0.55

P/E Ratio

SYZ

43.85

XBOC

N/A

Forward P/E

SYZ

14.55

XBOC

N/A

5Y EPS CAGR

SYZ

16.14%

XBOC

N/A

P/S Ratio

SYZ

1.35

XBOC

N/A

P/B Ratio

SYZ

2.43

XBOC

N/A

SYZ vs XBOC - Historical Returns

Returns include dividend reinvestment.

Period	SYZ	XBOC
1 month	+3.92%	+0.77%
3 months	+16.94%	+6.17%
6 months	+18.17%	+5.77%
1 year	N/A	+12.66%
5 years(CAGR)	N/A	+8.37%
Max(CAGR)	+29.15%	+8.37%

Winner

SYZ

+3.92%

XBOC

+0.77%

Winner

SYZ

+16.94%

XBOC

+6.17%

Winner

SYZ

+18.17%

XBOC

+5.77%

SYZ

N/A

XBOC

+12.66%

5Y(CAGR)

SYZ

N/A

XBOC

+8.37%

Max(CAGR)

Winner

SYZ

+29.15%

XBOC

+8.37%

SYZ vs XBOC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SYZ	XBOC
2026	+19.01%	+5.18%
2025	+0.89%	+11.22%
2024	N/A	+8.73%
2023	N/A	+20.05%
2022	N/A	-8.00%
2021	N/A	+3.76%

SYZ vs XBOC Drawdown Comparison

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

The maximum drawdown for XBOC was -13.35%, occurring on Oct 12, 2022. Recovery took 353 trading sessions.

The current XBOC drawdown is -0.37%.

Rank	SYZ	XBOC
#1	-8.00% Sep 18, 2025 - Dec 10, 2025	-13.35% Jan 4, 2022 - Jun 1, 2023
#2	-7.57% Mar 2, 2026 - Apr 13, 2026	-12.53% Feb 19, 2025 - May 19, 2025
#3	-3.90% May 8, 2026 - May 26, 2026	-4.99% Feb 25, 2026 - Apr 13, 2026
#4	-2.84% Dec 11, 2025 - Jan 6, 2026	-3.16% Oct 16, 2023 - Nov 3, 2023
#5	-2.73% Jun 2, 2026 - Jun 11, 2026	-2.62% Oct 27, 2025 - Dec 2, 2025
#6	-2.59% Jan 22, 2026 - Feb 6, 2026	-2.16% Nov 8, 2021 - Dec 23, 2021
#7	-2.13% Feb 9, 2026 - Feb 26, 2026	-1.68% May 19, 2025 - Jun 3, 2025
#8	-1.52% Jan 15, 2026 - Jan 21, 2026	-1.62% Dec 6, 2024 - Jan 17, 2025
#9	-1.39% Apr 24, 2026 - Apr 30, 2026	-1.47% Jul 31, 2024 - Aug 13, 2024
#10	-0.84% May 6, 2026 - May 8, 2026	-1.45% Oct 6, 2025 - Oct 21, 2025
#11	-0.79% Feb 26, 2026 - Mar 2, 2026	-1.43% Oct 18, 2024 - Nov 6, 2024
#12	-0.73% Jan 6, 2026 - Jan 8, 2026	-1.35% Jan 27, 2026 - Feb 9, 2026
#13	-0.70% May 26, 2026 - Jun 2, 2026	-1.28% Sep 29, 2023 - Oct 6, 2023
#14	-0.66% Apr 20, 2026 - Apr 22, 2026	-1.25% Jan 12, 2026 - Jan 27, 2026
#15	-0.55% May 1, 2026 - May 5, 2026	-1.13% Jun 4, 2026 - Jun 10, 2026