SYZ vs VOO

SYZ vs VOO

Which is better, SYZ or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. SYZ led over 1Y. SYZ is less concentrated, with 7.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns (1Y): SYZLess Concentrated: SYZ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSYZVOO
Expense Ratio0.61%0.03%Best
AUM-$997.4B
Dividend Yield0.24%1.04%
Holdings386509
YTD Return+17.61%Best+12.50%
1Y Return+19.40%Best+17.58%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)14.1%13.3%Best
Top 10 Weight7.3%Best36.4%
Fund FamilyLazard Asset ManagementVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionOct 29, 2021Sep 7, 2010

Not shown on this pair: Max Drawdown, $10,000 over the window.

SYZ vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SYZ vs VOO Performance

Lazard US Systematic Small Cap Equity ETF (SYZ) is an ETF from Lazard Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SYZ returned +19.40% while VOO returned +17.58%. Year to date, SYZ is up 17.61% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SYZ has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.3% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

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 1.04% for VOO.

Holdings Overlap

SYZ already in VOO6.3%
VOO already in SYZ0.5%

6.3% of SYZ's money is in holdings VOO also owns. 0.5% of VOO's money is in holdings SYZ also owns.

SYZ and VOO share little of their money.

The two holdings books were reported 50 days apart, SYZ as of Aug 19, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

25 positions in common, counted across the 430 positions we hold weights for in SYZ and 505 in VOO, against full books of 386 and 509.

What only one of them owns

Our book lists 471 positions for VOO that do not appear in our book for SYZ (98.9% of the fund), and 348 for SYZ that do not appear in VOO (83.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SYZWeight in VOODifference
DECKDeckers Outdoor Corp.0.51%0.02%0.49%
GDDYGodaddy Inc. Class A0.47%0.02%0.45%
TRMBTrimble Inc.0.41%0.02%0.39%
PODDInsulet Corp0.39%0.02%0.37%
NLOKGen Digital Inc0.39%0.02%0.37%
PTCPtc Inc0.39%0.02%0.37%
NWSANews Corp. Class A0.37%0.01%0.36%
UHSUniversal Health Services Inc.0.37%0.01%0.36%
SWKStanley Black & Decker Inc.0.32%0.02%0.30%
AIZAssurant, Inc.0.27%0.02%0.25%

You are not choosing between two funds in isolation.

Whichever of SYZ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SYZVOO

Free for up to 10 holdings. No account needed.

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, by $58 a year on a $10,000 investment.

Which performed better, SYZ or VOO?

Over the past year SYZ returned +19.40% vs +17.58% for VOO, so SYZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SYZ or VOO?

SYZ has been the more volatile fund at 14.1% annualized versus 13.3% for VOO.

Should I hold both SYZ and VOO?

SYZ and VOO have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SYZ and VOO?

6.3% of SYZ's money is in holdings VOO also owns. 0.5% of VOO's is in holdings SYZ also owns. They hold 25 positions in common, counted across the 430 positions we hold weights for in SYZ and 505 in VOO.

Which pays a higher dividend, SYZ or VOO?

SYZ yields 0.24% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than SYZ?

VOO has a lower expense ratio. SYZ led over 1Y. SYZ is less concentrated, with 7.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.