SYZvsSCHAETF Comparison
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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 Information Technology, Industrials and Financials. SYZ is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.03% for SCHA. SYZ is up 20.02% year-to-date (YTD) with +$788K in YTD flows. SCHA performs better with 23.83% YTD performance, and -$238M 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.
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SYZ vs SCHA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SYZ SCHA | +6.73%+8.89% | +16.52%+21.87% | +20.02%+23.83% | n/a+44.61% | n/a+69.89% | n/a+49.39% |
| Flows | SYZ SCHA | +$663K-$60M | +$655K-$355M | +$788K-$238M | --$418M | -+$324M | -+$1.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SYZ SCHA | +18.49%+21.80% | n/a+18.81% | n/a+20.65% | n/a+22.15% |
| Max drawdown | SYZ SCHA | -3.96%-4.73% | n/a-9.52% | n/a-27.23% | n/a-30.84% |
| Max drawdown duration | SYZ SCHA | 13d7d | n/a78d | n/a289d | n/a1072d |
Trading data
SYZ | SCHA | |
Last sale 6/18/2026 at 1:30 PM | $30.26 | $35.19 |
| Previous close 06/18/2026 | $29.85 | $34.43 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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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 | ||
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
SYZ | SCHA | |
|---|---|---|
| Last price | $30.26 | $35.19 |
| 1D performance | +1.40% | +2.21% |
| AuM | $66.93 M | $23.58 B |
| E/R | 0.74% | 0.03% |
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 | 333 | 1442 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2025 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
SYZ
USA
75.85%
Other
24.15%
SCHA
USA
96.38%
Other
3.62%
Sectors
SYZ
Industrials
21.91%
Information Techn.
21.01%
Health Care
10.33%
Consumer Discreti.
8.46%
Financials
8.01%
Other
30.28%
SCHA
Information Techn.
15.86%
Industrials
14.62%
Financials
13.48%
Health Care
12.26%
Consumer Discreti.
9.49%
Other
34.29%
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Diversification
SYZ
Total weight of top 15 holdings out of 15
12.1%
SCHA
Total weight of top 15 holdings out of 15
9.91%
Top 15 holdings
Data as of April 30, 2026
SYZ
VIAVI SOLUTIONS INC
1.16%
US19247G1076
1.13%
MUELLER INDUSTRIES
1.04%
ONTO INNOVATION INC
1.04%
US00676P1075
0.87%
DIODES
0.77%
ESCO TECHNOLOGIES
0.75%
GLOBUS MEDICAL
0.72%
AVANOS MEDICAL INC
0.69%
PHIBRO ANIMAL /D
0.69%
KAR AUCTION SERVICES
0.68%
ENERSYS
0.66%
INTERFACE
0.65%
DECKERS OUTDOOR
0.64%
MONARCH CASINO
0.61%
SCHA
US80004C2008
3.30%
LUMENTUM HOLDINGS
1.41%
REVOLUTION MEDICINES INC
0.60%
ATI INC
0.47%
COEUR MINING INC
0.46%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC
0.42%
MKS INSTRUMENTS
0.41%
US65290E1010
0.40%
RAMBUS
0.39%
ECHOSTAR
0.35%
ROCKET COMPANIES
0.34%
TTM TECHNOLOGIES
0.34%
MUELLER INDUSTRIES
0.34%
ONTO INNOVATION INC
0.34%
US72348N1090
0.33%
Frequently asked questions about SYZ and SCHA
How have the SYZ and SCHA ETFs performed in 2026?
As of June 19, 2026, SYZ is up 20.02% year-to-date (YTD), while SCHA has returned 23.83%. That puts SCHA better performer ahead so far this year.
Which ETF is attracting more investor money: SYZ or SCHA?
Year-to-date, the SYZ ETF saw +$788K in flows, compared to -$238M for SCHA.
Which ETF is bigger: SYZ or SCHA?
As of June 19, 2026, SYZ holds $66.93 M in assets under management (AUM), while SCHA manages $23.58 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 Information Technology, Industrials and Financials.
What are the top holdings of the SYZ ETF and SCHA ETF?
SYZ top holdings include VIAVI SOLUTIONS INC, US19247G1076 and MUELLER INDUSTRIES. SCHA holds in its top three: US80004C2008, LUMENTUM HOLDINGS and REVOLUTION MEDICINES INC.
Which ETF is more diversified: SYZ or SCHA?
SYZ holds 337 securities with 12.1% of its assets in the top 15. SCHA has 1709 securities and a top 15 weight of 9.91%.
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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
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