SYZ vs. SMDV
SYZ (Lazard US Systematic Small Cap Equity ETF) and SMDV (ProShares Russell 2000 Dividend Growers ETF) are both Small Cap Blend Equities funds. SYZ is actively managed, while SMDV is passively managed. A 0.72 correlation means they provide meaningful diversification when combined. SYZ charges 0.60%/yr vs 0.40%/yr for SMDV.
Performance
SYZ vs. SMDV - 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 SMDV's 8.80% return.
SYZ
- 1D
- -1.04%
- 1M
- 2.63%
- YTD
- 17.30%
- 6M
- 17.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SMDV
- 1D
- -1.58%
- 1M
- -0.39%
- YTD
- 8.80%
- 6M
- 7.57%
- 1Y
- 13.74%
- 3Y*
- 9.13%
- 5Y*
- 3.88%
- 10Y*
- 7.08%
SYZ vs. SMDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SYZ Lazard US Systematic Small Cap Equity ETF | 17.30% | 0.89% |
SMDV ProShares Russell 2000 Dividend Growers ETF | 8.80% | -0.63% |
Correlation
The correlation between SYZ and SMDV is 0.72, 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 | 0.72 |
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Return for Risk
SYZ vs. SMDV — Risk / Return Rank
SYZ
SMDV
SYZ vs. SMDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard US Systematic Small Cap Equity ETF (SYZ) and ProShares Russell 2000 Dividend Growers ETF (SMDV). 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 | SMDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.87 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.60 | 0.38 | +1.22 |
Drawdowns
SYZ vs. SMDV - Drawdown Comparison
The maximum SYZ drawdown since its inception was -8.00%, smaller than the maximum SMDV drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for SYZ and SMDV.
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Drawdown Indicators
| SYZ | SMDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.00% | -34.12% | +26.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.79% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.23% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.12% | — |
Current DrawdownCurrent decline from peak | -1.04% | -2.76% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -5.93% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.25% | — |
Volatility
SYZ vs. SMDV - Volatility Comparison
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Volatility by Period
| SYZ | SMDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.55% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 15.85% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 18.69% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.65% | 20.73% | -4.08% |
SYZ vs. SMDV - Expense Ratio Comparison
SYZ has a 0.60% expense ratio, which is higher than SMDV's 0.40% expense ratio.
Dividends
SYZ vs. SMDV - Dividend Comparison
SYZ's dividend yield for the trailing twelve months is around 0.14%, less than SMDV's 2.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDV ProShares Russell 2000 Dividend Growers ETF | 2.42% | 2.67% | 2.68% | 2.69% | 2.51% | 2.02% | 2.13% | 2.03% | 1.97% | 1.84% | 1.35% | 1.81% |
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
SYZ and SMDV have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SMDV is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMDV is cheaper with a 0.40% expense ratio, compared with 0.60% for SYZ.
SMDV has the higher dividend yield at 2.42%, compared with 0.14% for SYZ.
They also come from different issuers: Lazard and ProShares. Their fees differ too: 0.60% for SYZ and 0.40% for SMDV.
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