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SYZ vs CGMM

Lazard US Systematic Small Cap Equity ETF vs Capital Group U.S. Small and Mid Cap ETF

SYZ

Lazard US Systematic Small Cap Equity ETF

Lazard

Annual cost

0.61%

Fund size

$62M

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • CGMM costs 0.10% less per year.
  • CGMM is significantly larger than SYZ — larger funds tend to be more liquid and less likely to close.
  • SYZ follows a active selection strategy; CGMM uses index tracking.

Side-by-side comparison

SYZCGMM
Annual cost (TER)0.61%0.51%
Fund size (AUM)$62M$2.5B
Since20212025
Dividend yield0.61%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.95%
Max drawdown-8.00%-21.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SYZ and CGMM