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SYZ vs. DES
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SYZ vs. DES

Last updated Apr 3, 2026

Compare and contrast key facts about Lazard US Systematic Small Cap Equity ETF (SYZ) and WisdomTree U.S. SmallCap Dividend Fund (DES).

SYZ and DES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SYZ is an actively managed fund by Lazard. It was launched on Oct 29, 2021. DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006.

Performance

SYZ vs. DES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lazard US Systematic Small Cap Equity ETF (SYZ) and WisdomTree U.S. SmallCap Dividend Fund (DES). The values are adjusted to include any dividend payments, if applicable.

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SYZ vs. DES - Yearly Performance Comparison

2026 (YTD)2025
SYZ
Lazard US Systematic Small Cap Equity ETF		4.69%0.89%
DES
WisdomTree U.S. SmallCap Dividend Fund		8.70%-0.53%

Returns By Period

In the year-to-date period, SYZ achieves a 4.69% return, which is significantly lower than DES's 8.70% return.

SYZ

1D
0.29%
1M
-2.59%
YTD
4.69%
6M
5.95%
1Y
—
3Y*
—
5Y*
—
10Y*
—

DES

1D
0.50%
1M
-1.76%
YTD
8.70%
6M
9.18%
1Y
15.14%
3Y*
11.39%
5Y*
5.83%
10Y*
7.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Lazard US Systematic Small Cap Equity ETF

WisdomTree U.S. SmallCap Dividend Fund

Often compared with SYZ:
SYZ vs. SMCPSYZ vs. EMKTSYZ vs. TEKYSYZ vs. FYXSYZ vs. JPYSYZ vs. SPSMSYZ vs. REGL
Often compared with DES:
DES vs. AVUVDES vs. EESDES vs. IWNDES vs. SCHDDES vs. VBRDES vs. VXUSDES vs. FDVV

SYZ vs. DES - Expense Ratio Comparison

SYZ has a 0.60% expense ratio, which is higher than DES's 0.38% expense ratio.

SYZ
Lazard US Systematic Small Cap Equity ETF
DES
WisdomTree U.S. SmallCap Dividend Fund

Return for Risk

SYZ vs. DES — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SYZ
DES
DES Risk / Return Rank: 3737
Overall Rank
DES Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
DES Sortino Ratio Rank: 3838
Sortino Ratio Rank
DES Omega Ratio Rank: 3535
Omega Ratio Rank
DES Calmar Ratio Rank: 3838
Calmar Ratio Rank
DES Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SYZ vs. DES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lazard US Systematic Small Cap Equity ETF (SYZ) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SYZ vs. DES - Sharpe Ratio Comparison

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Sharpe Ratios by Period

SYZDESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.74

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.30

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.36

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.30

+0.32

Correlation

The correlation between SYZ and DES is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

SYZ vs. DES - Dividend Comparison

SYZ's dividend yield for the trailing twelve months is around 0.16%, less than DES's 2.52% yield.

TTM20252024202320222021202020192018201720162015
SYZ
Lazard US Systematic Small Cap Equity ETF		0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DES
WisdomTree U.S. SmallCap Dividend Fund		2.52%2.85%2.81%2.65%2.89%2.31%2.75%2.68%3.65%2.89%2.70%3.09%

Drawdowns

SYZ vs. DES - Drawdown Comparison

The maximum SYZ drawdown since its inception was -8.00%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for SYZ and DES.

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Drawdown Indicators

SYZDESDifference

Max Drawdown

Largest peak-to-trough decline

-8.00%

-65.48%

+57.48%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.80%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.16%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-45.65%

—

Current Drawdown

Current decline from peak

-4.12%

-3.55%

-0.57%

Average Drawdown

Average peak-to-trough decline

-2.46%

-9.76%

+7.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.81%

—

Volatility

SYZ vs. DES - Volatility Comparison

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Volatility by Period

SYZDESDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.86%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.89%

—

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

20.51%

-3.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.86%

19.65%

-2.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

21.97%

-5.11%