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. Their 0.61 correlation means they have sometimes moved together and sometimes differently. 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 13.59% return, which is significantly lower than SYZ's 21.14% return.
REGL
- 1D
- 0.94%
- 1M
- 2.48%
- 6M
- 7.93%
- YTD
- 13.59%
- 1Y
- 18.69%
- 3Y*
- 12.39%
- 5Y*
- 8.56%
- 10Y*
- 9.68%
- ALL TIME*
- 10.08%
SYZ
- 1D
- 1.43%
- 1M
- 0.85%
- 6M
- 13.90%
- YTD
- 21.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.70M | $8.88M | $5.98M | |
| $73.98K | $62.65K | $83.11K |
REGL vs. SYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 13.59% | -0.53% |
SYZ Lazard US Systematic Small Cap Equity ETF | 21.14% | 0.54% |
Correlation
The correlation between REGL and SYZ is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 15, 2025 | 0.61 |
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Return for Risk
REGL vs. SYZ — Risk / Return Rank
REGL
SYZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REGL | SYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | — | — |
| Martin ratioReturn relative to average drawdown | 6.06 | — | — |
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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 | -0.99% | -1.22% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -2.01% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | — | — |
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 | 4.17% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 16.47% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 16.47% | -0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 16.47% | +1.85% |
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 2.15%, more than SYZ's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.15% | 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 | 0.24% | 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 0.61, 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 2.15%, compared with 0.24% 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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