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SYZ vs SCHX

Lazard US Systematic Small Cap Equity ETF vs Schwab U.S. Large-Cap ETF

SYZ

Lazard US Systematic Small Cap Equity ETF

Lazard

Annual cost

0.61%

Fund size

$62M

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • SCHX costs 0.58% less per year.
  • SCHX is significantly larger than SYZ — larger funds tend to be more liquid and less likely to close.
  • SYZ follows a active selection strategy; SCHX uses index tracking.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SYZSCHX
Annual cost (TER)0.61%0.03%
Fund size (AUM)$62M$68.2B
Since20212009
Dividend yield0.61%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.6%
CAGR 3YN/A+23.2%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.23
Volatility 1Y12.16%
Max drawdown-8.00%-34.33%

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

Similar to SYZ and SCHX