REGL vs. SYZ
REGL (ProShares S&P MidCap 400 Dividend Aristocrats ETF) and SYZ (Lazard US Systematic Small Cap Equity ETF) are both exchange-traded funds - REGL is a Mid Cap Value Equities fund tracking the S&P MidCap 400 Dividend Aristocrats Index, while SYZ is a Small Cap Blend Equities fund actively managed by Lazard. REGL is passively managed, while SYZ is actively managed. A 0.68 correlation means they provide meaningful diversification when combined. REGL charges 0.40%/yr vs 0.60%/yr for SYZ.
Performance
REGL vs. SYZ - Performance Comparison
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Returns By Period
In the year-to-date period, REGL achieves a 3.98% return, which is significantly lower than SYZ's 17.30% return.
REGL
- 1D
- -0.58%
- 1M
- -2.06%
- YTD
- 3.98%
- 6M
- 4.90%
- 1Y
- 9.25%
- 3Y*
- 10.42%
- 5Y*
- 5.92%
- 10Y*
- 9.12%
SYZ
- 1D
- -1.04%
- 1M
- 2.63%
- YTD
- 17.30%
- 6M
- 17.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
REGL vs. SYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 3.98% | -0.08% |
SYZ Lazard US Systematic Small Cap Equity ETF | 17.30% | 0.89% |
Correlation
The correlation between REGL and SYZ is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025 | 0.68 |
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Return for Risk
REGL vs. SYZ — Risk / Return Rank
REGL
SYZ
REGL vs. SYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and Lazard US Systematic Small Cap Equity ETF (SYZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| REGL | SYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.13 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | — | — |
| Martin ratioReturn relative to average drawdown | 3.07 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REGL | SYZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.60 | -1.08 |
Drawdowns
REGL vs. SYZ - Drawdown Comparison
The maximum REGL drawdown since its inception was -36.37%, which is greater than SYZ's maximum drawdown of -8.00%. Use the drawdown chart below to compare losses from any high point for REGL and SYZ.
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Drawdown Indicators
| REGL | SYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.37% | -8.00% | -28.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.37% | — | — |
Current DrawdownCurrent decline from peak | -5.82% | -1.04% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -2.09% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | — | — |
Volatility
REGL vs. SYZ - Volatility Comparison
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Volatility by Period
| REGL | SYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 16.65% | -3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.11% | 16.65% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 16.65% | +1.68% |
REGL vs. SYZ - Expense Ratio Comparison
REGL has a 0.40% expense ratio, which is lower than SYZ's 0.60% expense ratio.
Dividends
REGL vs. SYZ - Dividend Comparison
REGL's dividend yield for the trailing twelve months is around 2.24%, more than SYZ's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.24% | 2.32% | 2.28% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% |
SYZ Lazard US Systematic Small Cap Equity ETF | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
REGL and SYZ have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, REGL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
REGL is cheaper with a 0.40% expense ratio, compared with 0.60% for SYZ.
REGL has the higher dividend yield at 2.24%, compared with 0.14% for SYZ.
REGL is categorized as Mid Cap Value Equities, while SYZ is Small Cap Blend Equities. They also come from different issuers: ProShares and Lazard. Their fees differ too: 0.40% for REGL and 0.60% for SYZ.
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