SYZvsSCHAETF Comparison
VS
Lazard US Systematic Small Cap Equity ETF (SYZ) and Schwab U.S. Small-Cap ETF (SCHA) belong to the same industry segment: US Small Cap. SYZ's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, SCHA's top sector exposures are Industrials, Information Technology and Financials. SYZ is more expensive with a Total Expense Ratio (TER) of 0.96%, versus 0.04% for SCHA. SYZ is up 12.81% year-to-date (YTD) with -$608K in YTD flows. SCHA performs worse with 12.78% YTD performance, and +$159M in YTD flows. Run a side-by-side ETF comparison of SYZ and SCHA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SYZ vs SCHA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SYZ SCHA | +9.04%+10.52% | +6.61%+5.13% | +12.81%+12.78% | n/a+45.72% | n/a+60.93% | n/a+33.86% |
| Flows | SYZ SCHA | -$741K+$37M | -$608K+$210M | -$608K+$159M | --$144M | -+$772M | -+$1.73B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SYZ SCHA | +18.16%+20.65% | n/a+18.47% | n/a+20.60% | n/a+22.05% |
| Max drawdown | SYZ SCHA | -7.56%-9.23% | n/a-9.52% | n/a-27.23% | n/a-30.84% |
| Max drawdown duration | SYZ SCHA | 39d60d | n/a78d | n/a289d | n/a1072d |
Trading data
SYZ | SCHA | |
Last sale 4/27/2026 at 6:02 PM | $28.56 | $32.35 |
| Previous close 04/24/2026 | $28.64 | $32.23 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
SYZ
is actively managed and doesn’t replicate an indexSYZ | SCHA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 4/27/2026 at 6:02 PM
Live
Closed
SYZ | SCHA | |
|---|---|---|
| Last price | $28.56 | $32.35 |
| 1D performance | -0.30% | +0.37% |
| AuM | $61.55 M | $21.86 B |
| E/R | 0.96% | 0.04% |
Characteristics
SYZ | SCHA | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Lazard Asset Management | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Small-Cap Total Stock Market Index |
| N° of holdings | 334 | 1452 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2025 | November 3, 2009 |
| ESG | No | No |
Advertisement
Exposure
Countries
SYZ
USA
76.97%
Other
23.03%
SCHA
USA
96.26%
Other
3.74%
Sectors
SYZ
Industrials
22.2%
Information Techn.
19.8%
Health Care
10.61%
Consumer Discreti.
9.71%
Financials
8.96%
Other
28.72%
SCHA
Industrials
14.58%
Information Techn.
14.55%
Financials
13.87%
Health Care
12.8%
Consumer Discreti.
9.83%
Other
34.37%
Advertisement
Diversification
SYZ
Total weight of top 15 holdings out of 15
11.29%
SCHA
Total weight of top 15 holdings out of 15
8.28%
Top 15 holdings
Data as of March 31, 2026
SYZ
VIAVI SOLUTIONS INC
1.08%
ONTO INNOVATION INC
0.94%
MUELLER INDUSTRIES
0.93%
METHANEX
0.83%
US19247G1076
0.83%
PHIBRO ANIMAL /D
0.75%
US00676P1075
0.74%
GLOBUS MEDICAL
0.71%
ESCO TECHNOLOGIES
0.71%
KAR AUCTION SERVICES
0.67%
INTERFACE
0.63%
DECKERS OUTDOOR
0.63%
MUELLER WATER PRODUCTS SER
0.61%
ADTALEM GLOBAL EDUCATION
0.61%
COCA COLA CONSOLIDATED
0.60%
SCHA
US80004C2008
2.24%
LUMENTUM HOLDINGS
1.23%
ATI INC
0.49%
US65290E1010
0.44%
REVOLUTION MEDICINES INC
0.43%
COEUR MINING INC
0.42%
ECHOSTAR
0.37%
MKS INSTRUMENTS
0.37%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC
0.36%
ROCKET COMPANIES
0.34%
NEW YORK TIMES
0.34%
US72348N1090
0.32%
BRIDGEBIO PHARMA
0.31%
FIVE BELOW
0.31%
MUELLER INDUSTRIES
0.30%
Frequently asked questions about SYZ and SCHA
How have the SYZ and SCHA ETFs performed in 2026?
As of April 23, 2026, SYZ is up 12.81% year-to-date (YTD), while SCHA has returned 12.78%. That puts SYZ better performer ahead so far this year.
Which ETF is attracting more investor money: SYZ or SCHA?
Year-to-date, the SYZ ETF saw -$608K in flows, compared to +$159M for SCHA.
Which ETF is bigger: SYZ or SCHA?
As of April 23, 2026, SYZ holds $61.55 M in assets under management (AUM), while SCHA manages $21.86 B.
What sectors do the SYZ and SCHA ETFs invest in?
SYZ leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, SCHA focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SYZ ETF and SCHA ETF?
SYZ top holdings include VIAVI SOLUTIONS INC, ONTO INNOVATION INC and MUELLER INDUSTRIES. SCHA holds in its top three: US80004C2008, LUMENTUM HOLDINGS and ATI INC.
Which ETF is more diversified: SYZ or SCHA?
SYZ holds 338 securities with 11.29% of its assets in the top 15. SCHA has 1716 securities and a top 15 weight of 8.28%.
Advertisement
Latest news about SYZ & SCHA
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
Advertisement
Advertisement
