SYZ vs. ISCB
SYZ (Lazard US Systematic Small Cap Equity ETF) and ISCB (iShares Morningstar Small-Cap ETF) are both Small Cap Blend Equities funds. SYZ is actively managed, while ISCB is passively managed. Their correlation of 0.93 suggests significant overlap in exposure. SYZ charges 0.60%/yr vs 0.04%/yr for ISCB.
Performance
SYZ vs. ISCB - Performance Comparison
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Returns By Period
In the year-to-date period, SYZ achieves a 17.30% return, which is significantly higher than ISCB's 11.43% return.
SYZ
- 1D
- -1.04%
- 1M
- 2.63%
- YTD
- 17.30%
- 6M
- 17.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCB
- 1D
- -0.67%
- 1M
- 2.77%
- YTD
- 11.43%
- 6M
- 11.42%
- 1Y
- 29.48%
- 3Y*
- 16.41%
- 5Y*
- 5.72%
- 10Y*
- 9.30%
SYZ vs. ISCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SYZ Lazard US Systematic Small Cap Equity ETF | 17.30% | 0.89% |
ISCB iShares Morningstar Small-Cap ETF | 11.43% | 3.27% |
Correlation
The correlation between SYZ and ISCB is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025 | 0.93 |
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Return for Risk
SYZ vs. ISCB — Risk / Return Rank
SYZ
ISCB
SYZ vs. ISCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard US Systematic Small Cap Equity ETF (SYZ) and iShares Morningstar Small-Cap ETF (ISCB). 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.
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Sharpe Ratios by Period
| SYZ | ISCB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.80 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.60 | 0.38 | +1.22 |
Drawdowns
SYZ vs. ISCB - Drawdown Comparison
The maximum SYZ drawdown since its inception was -8.00%, smaller than the maximum ISCB drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for SYZ and ISCB.
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Drawdown Indicators
| SYZ | ISCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.00% | -61.25% | +53.25% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.39% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.22% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.18% | — |
Current DrawdownCurrent decline from peak | -1.04% | -0.67% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -9.80% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.63% | — |
Volatility
SYZ vs. ISCB - Volatility Comparison
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Volatility by Period
| SYZ | ISCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.28% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 16.51% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 21.39% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.65% | 22.68% | -6.03% |
SYZ vs. ISCB - Expense Ratio Comparison
SYZ has a 0.60% expense ratio, which is higher than ISCB's 0.04% expense ratio.
Dividends
SYZ vs. ISCB - Dividend Comparison
SYZ's dividend yield for the trailing twelve months is around 0.14%, less than ISCB's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 1.27% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
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
With a correlation of 0.93, SYZ and ISCB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, ISCB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISCB is cheaper with a 0.04% expense ratio, compared with 0.60% for SYZ.
ISCB has the higher dividend yield at 1.27%, compared with 0.14% for SYZ.
They also come from different issuers: Lazard and iShares. Their fees differ too: 0.60% for SYZ and 0.04% for ISCB.
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