QQQ vs SYZ
Invesco QQQ Trust, Series 1 vs Lazard US Systematic Small Cap Equity ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. SYZ offers more diversification with 386 holdings.
Side-by-Side Comparison
| Metric | QQQ | SYZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.61% | |
| AUM | $496.3B | - | |
| Dividend Yield | 0.44% | 0.24% | |
| Holdings | 108 | 386 | |
| YTD Return | +16.64% | +20.53% | |
| 1Y Return | +27.27% | +22.36% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -8.0% | |
| Fund Family | Invesco (US) | Lazard Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Oct 29, 2021 |
QQQ vs SYZ Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Lazard US Systematic Small Cap Equity ETF (SYZ) is a ETF from Lazard Asset Management. Over the past year QQQ returned +27.27% while SYZ returned +22.36%. Year to date, QQQ is up 16.64% versus a gain of 20.53% for SYZ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ 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
QQQ charges 0.18% per year while SYZ charges 0.61%. On a $10,000 position that is $18 vs $61 annually, a gap of $43 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.24% for SYZ.
Holdings Overlap
QQQ and SYZ share 0 holdings out of 485 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SYZ?
QQQ has an expense ratio of 0.18% while SYZ charges 0.61%. QQQ is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, QQQ or SYZ?
Over the past year QQQ returned +27.27% vs +22.36% for SYZ, so QQQ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between QQQ and SYZ?
QQQ and SYZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 485 unique securities.
Which pays a higher dividend, QQQ or SYZ?
QQQ yields 0.44% while SYZ yields 0.24%, so QQQ currently pays the higher dividend yield.
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