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SMIZ vs SYZ

Zacks Small/Mid Cap ETF vs Lazard US Systematic Small Cap Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

SYZ

Lazard US Systematic Small Cap Equity ETF

Annual cost

0.61%

Fund size

$65M

Key differences

  • SMIZ costs 0.06% less per year.
  • SMIZ is significantly larger than SYZ — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SMIZSYZ
Annual cost (TER)0.55%0.61%
Fund size (AUM)$258M$65M
Since20232021
Dividend yield0.54%0.60%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.00%
Max drawdown-25.04%-8.00%

Similar to SMIZ and SYZ