IVV vs SYZ
iShares Core S&P 500 ETF vs Lazard US Systematic Small Cap Equity ETF
Quick Verdict
IVV has a lower expense ratio. SYZ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SYZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.61% | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 0.24% | |
| Holdings | 508 | 386 | |
| YTD Return | +12.71% | +20.53% | |
| 1Y Return | +21.89% | +22.36% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -8.0% | |
| Fund Family | iShares by BlackRock (US) | Lazard Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 29, 2021 |
IVV vs SYZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Lazard US Systematic Small Cap Equity ETF (SYZ) is a ETF from Lazard Asset Management. Over the past year IVV returned +21.89% while SYZ returned +22.36%. Year to date, IVV is up 12.71% versus a gain of 20.53% for SYZ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.0% for SYZ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SYZ charges 0.61%. On a $10,000 position that is $3 vs $61 annually, a gap of $58 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.24% for SYZ.
Holdings Overlap
IVV and SYZ share 19 holdings out of 869 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SYZ?
IVV has an expense ratio of 0.03% while SYZ charges 0.61%. IVV is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, IVV or SYZ?
Over the past year IVV returned +21.89% vs +22.36% for SYZ, so SYZ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and SYZ?
IVV and SYZ share 19 common holdings with a 0.5% weight overlap. Combined, they hold 869 unique securities.
Which pays a higher dividend, IVV or SYZ?
IVV yields 1.10% while SYZ yields 0.24%, so IVV currently pays the higher dividend yield.
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