SYZ vs VOO

SYZ vs VOO
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Quick Verdict

VOO has a lower expense ratio. SYZ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: SYZMore Diversified: VOO

Side-by-Side Comparison

MetricSYZVOOWinner
Expense Ratio0.61%0.03%
AUM-$997.4B
Dividend Yield0.24%1.08%
Holdings386509
YTD Return+19.57%+12.25%
1Y Return+21.38%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)-14.1%
Max Drawdown-8.0%-34.3%
Fund FamilyLazard Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 29, 2021Sep 7, 2010

SYZ vs VOO Performance

Lazard US Systematic Small Cap Equity ETF (SYZ) is a ETF from Lazard Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SYZ returned +21.38% while VOO returned +20.92%. Year to date, SYZ is up 19.57% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.0% for SYZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SYZ charges 0.61% per year while VOO charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, SYZ currently yields 0.24% against 1.08% for VOO.

Holdings Overlap

0.5%overlap

SYZ and VOO 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.

Top Shared Holdings

StockWeight in SYZWeight in VOODifference
COHR0.88%0.12%0.76%
DECK0.65%0.02%0.63%
ALGN0.53%0.02%0.51%
ZBRAProProPro
NWSAProProPro
UHSProProPro
ALLEProProPro
GDDYProProPro
GLProProPro
KIMProProPro
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Frequently Asked Questions

Which is cheaper, SYZ or VOO?

SYZ has an expense ratio of 0.61% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $58 per year of difference.

Which performed better, SYZ or VOO?

Over the past year SYZ returned +21.38% vs +20.92% for VOO, so SYZ leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between SYZ and VOO?

SYZ and VOO share 19 common holdings with a 0.5% weight overlap. Combined, they hold 869 unique securities.

Which pays a higher dividend, SYZ or VOO?

SYZ yields 0.24% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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