SYZ vs. OSCV
SYZ (Lazard US Systematic Small Cap Equity ETF) and OSCV (Opus Small Cap Value Plus ETF) are both Small Cap Blend Equities funds. Both are actively managed. A 0.78 correlation means they provide meaningful diversification when combined. SYZ charges 0.60%/yr vs 0.79%/yr for OSCV.
Performance
SYZ vs. OSCV - Performance Comparison
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Returns By Period
In the year-to-date period, SYZ achieves a 19.52% return, which is significantly higher than OSCV's 12.19% return.
SYZ
- 1D
- -0.80%
- 1M
- 3.17%
- YTD
- 19.52%
- 6M
- 17.58%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OSCV
- 1D
- 0.44%
- 1M
- 2.09%
- YTD
- 12.19%
- 6M
- 10.21%
- 1Y
- 16.60%
- 3Y*
- 11.76%
- 5Y*
- 6.15%
- 10Y*
- —
SYZ vs. OSCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SYZ Lazard US Systematic Small Cap Equity ETF | 19.52% | 0.54% |
OSCV Opus Small Cap Value Plus ETF | 12.19% | -2.83% |
Correlation
The correlation between SYZ and OSCV is 0.78, 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 15, 2025 | 0.78 |
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Return for Risk
SYZ vs. OSCV — Risk / Return Rank
SYZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
OSCV
SYZ vs. OSCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard US Systematic Small Cap Equity ETF (SYZ) and Opus Small Cap Value Plus ETF (OSCV). 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.
| SYZ | OSCV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.21 | — |
| Martin ratioReturn relative to average drawdown | — | 6.42 | — |
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Drawdowns
SYZ vs. OSCV - Drawdown Comparison
The maximum SYZ drawdown since its inception was -8.00%, smaller than the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for SYZ and OSCV.
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Drawdown Indicators
| SYZ | OSCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.00% | -42.40% | +34.40% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.55% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.92% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.92% | — |
Current DrawdownCurrent decline from peak | -0.80% | -0.04% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -2.01% | -7.56% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.59% | — |
Volatility
SYZ vs. OSCV - Volatility Comparison
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Volatility by Period
| SYZ | OSCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 13.36% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 17.22% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 20.85% | -3.96% |
SYZ vs. OSCV - Expense Ratio Comparison
SYZ has a 0.60% expense ratio, which is lower than OSCV's 0.79% expense ratio.
Dividends
SYZ vs. OSCV - Dividend Comparison
SYZ's dividend yield for the trailing twelve months is around 0.24%, less than OSCV's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value Plus ETF | 1.07% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% |
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% |
Frequently Asked Questions
SYZ and OSCV have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SYZ is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SYZ is cheaper with a 0.60% expense ratio, compared with 0.79% for OSCV.
OSCV has the higher dividend yield at 1.07%, compared with 0.24% for SYZ.
They also come from different issuers: Lazard and Aptus Capital Advisors. Their fees differ too: 0.60% for SYZ and 0.79% for OSCV.
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