SCHAvsSYZETF Comparison
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Schwab U.S. Small-Cap ETF (SCHA) and Lazard US Systematic Small Cap Equity ETF (SYZ) belong to the same industry segment: US Small Cap. SCHA's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, SYZ's top sector exposures are Finance, Technology and Industrials. SCHA is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.74% for SYZ. SCHA is up 16.8% year-to-date (YTD) with -$388M in YTD flows. SYZ performs better with 17.32% YTD performance, and -$640K in YTD flows. Run a side-by-side ETF comparison of SCHA and SYZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SCHA vs SYZ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHA SYZ | +0.55%+1.44% | -2.18%-1.86% | +16.80%+17.32% | +16.58%+18.54% | +80.45%n/a | +37.98%n/a |
| Flows | SCHA SYZ | +$59M-$713K | +$85M-$1M | -$388M-$640K | -$406M-$12K | -$48M- | +$126M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHA SYZ | +16.27%+11.99% | +18.75%+15.40% | +20.76%n/a | +22.13%n/a |
| Max drawdown | SCHA SYZ | -10.37%-7.31% | -11.23%-7.56% | -27.23%n/a | -30.84%n/a |
| Max drawdown duration | SCHA SYZ | 71d72d | 119d39d | 289dn/a | 1072dn/a |
Trading data
SCHA | SYZ | |
Last sale 10/28/2026 at 1:30 PM | $33.16 | $29.58 |
| Previous close 10/27/2026 | $33.04 | $29.51 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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SYZ
is actively managed and doesn’t replicate an indexSCHA | SYZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
SCHA | SYZ | |
|---|---|---|
| Last price | $33.16 | $29.58 |
| 1D performance | +0.36% | +0.24% |
| AuM | $22.00 B | $63.82 M |
| E/R | 0.03% | 0.74% |
Characteristics
SCHA | SYZ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Schwab ETFs | Lazard Asset Management |
| Benchmark | Dow Jones U.S. Small-Cap Total Stock Market Index | - |
| N° of holdings | 1690 | 451 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2009 | September 12, 2025 |
| ESG | No | No |
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Exposure
Countries
SCHA
USA
97.67%
Other
2.33%
SYZ
USA
87.08%
Other
12.92%
Sectors
SCHA
Finance
23.38%
Technology
18.85%
Healthcare
16.76%
Industrials
11.52%
Other
29.49%
SYZ
Finance
22.63%
Technology
18.47%
Industrials
12.4%
Healthcare
11.78%
Non-Energy Materi.
9.57%
Consumer Cyclical.
7.39%
Other
17.76%
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Diversification
SCHA
Total weight of top 15 holdings out of 15
11.44%
SYZ
Total weight of top 15 holdings out of 15
10.22%
Top 15 holdings
Data as of August 31, 2026
SCHA
Sandisk Corp.
4.67%
Lumentum Holdings, Inc.
1.42%
Revolution Medicines, Inc.
0.89%
ATI, Inc.
0.62%
Coeur Mining, Inc.
0.48%
Guardant Health, Inc.
0.46%
MKS, Inc.
0.39%
MACOM Technology Solutions Holdings, Inc.
0.36%
Sterling Infrastructure, Inc.
0.32%
Pinnacle Financial Partners, Inc.
0.32%
Samsara, Inc.
0.31%
Bitmine Immersion Technologies, Inc.
0.30%
Hecla Mining Co.
0.30%
Rocket Cos., Inc.
0.30%
Onto Innovation, Inc.
0.30%
SYZ
Mueller Industries, Inc.
0.91%
Interface, Inc.
0.84%
JFrog Ltd.
0.75%
OPENLANE, Inc.
0.72%
Adeia, Inc.
0.69%
Dynatrace, Inc.
0.65%
Diodes, Inc.
0.65%
The Timken Co.
0.65%
Globus Medical, Inc.
0.63%
Digi International, Inc.
0.63%
ACADIA Pharmaceuticals, Inc.
0.63%
Monarch Casino & Resort, Inc.
0.62%
Millicom International Cellular SA
0.62%
ESCO Technologies, Inc.
0.61%
BioMarin Pharmaceutical, Inc.
0.60%
Frequently asked questions about SCHA and SYZ
How have the SCHA and SYZ ETFs performed in 2026?
As of October 27, 2026, SCHA is up 16.8% year-to-date (YTD), while SYZ has returned 17.32%. That puts SYZ better performer ahead so far this year.
Which ETF is attracting more investor money: SCHA or SYZ?
Year-to-date, the SCHA ETF saw -$388M in flows, compared to -$640K for SYZ.
Which ETF is more volatile: SCHA or SYZ?
Over the past year, SCHA had a volatility of 18.75%, while SYZ experienced 15.4%.
Which ETF is bigger: SCHA or SYZ?
As of October 27, 2026, SCHA holds $22.00 B in assets under management (AUM), while SYZ manages $63.82 M.
What sectors do the SCHA and SYZ ETFs invest in?
SCHA leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SYZ focuses on Finance, Technology and Industrials.
What are the top holdings of the SCHA ETF and SYZ ETF?
SCHA top holdings include Sandisk Corp., Lumentum Holdings, Inc. and Revolution Medicines, Inc.. SYZ holds in its top three: Mueller Industries, Inc., Interface, Inc. and JFrog Ltd..
Which ETF is more diversified: SCHA or SYZ?
SCHA holds 1692 securities with 11.44% of its assets in the top 15. SYZ has 451 securities and a top 15 weight of 10.22%.
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Latest news about SCHA & SYZ
Small-Cap Funds Outperform Their Large-Cap Peers
July 24, 2023
SCHA
Small Cap ETFs Among the Week’s Top Performers
July 3, 2023
SCHA
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