SYZ vs VTI
Lazard US Systematic Small Cap Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. SYZ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SYZ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.03% | |
| AUM | - | $666.9B | |
| Dividend Yield | 0.24% | 1.07% | |
| Holdings | 386 | 3,543 | |
| YTD Return | +20.53% | +13.14% | |
| 1Y Return | +22.36% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -8.0% | -56.6% | |
| Fund Family | Lazard Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 29, 2021 | May 24, 2001 |
SYZ vs VTI Performance
Lazard US Systematic Small Cap Equity ETF (SYZ) is a ETF from Lazard Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SYZ returned +22.36% while VTI returned +22.35%. Year to date, SYZ is up 20.53% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.0% for SYZ and -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
SYZ and VTI share 239 holdings out of 2931 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SYZ or VTI?
SYZ has an expense ratio of 0.61% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, SYZ or VTI?
Over the past year SYZ returned +22.36% vs +22.35% for VTI, so SYZ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SYZ and VTI?
SYZ and VTI share 239 common holdings with a 1.1% weight overlap. Combined, they hold 2931 unique securities.
Which pays a higher dividend, SYZ or VTI?
SYZ yields 0.24% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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