SYZ vs VYM
Lazard US Systematic Small Cap Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SYZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | 0.24% | 2.24% | |
| Holdings | 386 | 616 | |
| YTD Return | +19.57% | +14.66% | |
| 1Y Return | +21.38% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -8.0% | -58.8% | |
| Fund Family | Lazard Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 29, 2021 | Nov 10, 2006 |
SYZ vs VYM Performance
Lazard US Systematic Small Cap Equity ETF (SYZ) is a ETF from Lazard Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SYZ returned +21.38% while VYM returned +22.16%. Year to date, SYZ is up 19.57% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.0% for SYZ and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $61 vs $4 annually, a gap of $57 per year that compounds over a long holding period. On income, SYZ currently yields 0.24% against 2.24% for VYM.
Holdings Overlap
SYZ and VYM share 78 holdings out of 908 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SYZ or VYM?
SYZ has an expense ratio of 0.61% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, SYZ or VYM?
Over the past year SYZ returned +21.38% vs +22.16% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SYZ and VYM?
SYZ and VYM share 78 common holdings with a 2.1% weight overlap. Combined, they hold 908 unique securities.
Which pays a higher dividend, SYZ or VYM?
SYZ yields 0.24% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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