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 Finance, Technology and Industrials. In contrast, SCHA's top sector exposures are Finance, Technology and Healthcare. SYZ is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.03% for SCHA. SYZ is up 17.01% year-to-date (YTD) with +$783K in YTD flows. SCHA performs better with 17.93% YTD performance, and +$2.83B 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 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SYZ SCHA | -3.76%-4.47% | -2.52%-4.77% | +17.01%+17.93% | +16.31%+19.44% | n/a+63.22% | n/a+43.80% |
| Flows | SYZ SCHA | -$748K+$3.26B | -$2M+$3.08B | +$783K+$2.83B | +$2M+$2.76B | -+$2.05B | -+$2.48B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SYZ SCHA | +12.22%+18.18% | +15.83%+19.16% | n/a+20.90% | n/a+22.17% |
| Max drawdown | SYZ SCHA | -5.67%-9.07% | -7.95%-9.52% | n/a-27.23% | n/a-30.84% |
| Max drawdown duration | SYZ SCHA | 33d80d | 82d78d | n/a289d | n/a1072d |
Trading data
SYZ | SCHA | |
Last sale 9/18/2026 at 1:30 PM | $29.41 | $33.44 |
| Previous close 09/17/2026 | $29.59 | $33.32 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 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 9/18/2026 at 1:30 PM
Live
Closed
SYZ | SCHA | |
|---|---|---|
| Last price | $29.41 | $33.44 |
| 1D performance | -0.63% | +0.36% |
| AuM | $65.12 M | $25.48 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 | 426 | 1691 |
| 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
86.14%
Other
13.86%
SCHA
USA
97.64%
Other
2.36%
Sectors
SYZ
Finance
23.18%
Technology
16.97%
Industrials
12.31%
Healthcare
11.53%
Non-Energy Materi.
9.6%
Consumer Cyclical.
7.72%
Other
18.69%
SCHA
Finance
23.91%
Technology
18.3%
Healthcare
15.92%
Industrials
12.27%
Other
29.61%
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Diversification
SYZ
Total weight of top 15 holdings out of 15
10.49%
SCHA
Total weight of top 15 holdings out of 15
10.47%
Top 15 holdings
Data as of July 31, 2026
SYZ
Mueller Industries, Inc.
0.97%
OPENLANE, Inc.
0.81%
Interface, Inc.
0.75%
The Timken Co.
0.74%
Adeia, Inc.
0.72%
ESCO Technologies, Inc.
0.70%
Clover Health Investments Corp.
0.69%
Garrett Motion, Inc.
0.69%
Extreme Networks, Inc.
0.67%
Neurocrine Biosciences, Inc.
0.64%
Monarch Casino & Resort, Inc.
0.64%
Millicom International Cellular SA
0.64%
Globus Medical, Inc.
0.61%
IES Holdings, Inc.
0.61%
Copa Holdings SA
0.61%
SCHA
Sandisk Corp.
4.06%
Lumentum Holdings, Inc.
1.17%
Revolution Medicines, Inc.
0.82%
ATI, Inc.
0.56%
MKS, Inc.
0.46%
Guardant Health, Inc.
0.42%
Sterling Infrastructure, Inc.
0.39%
MACOM Technology Solutions Holdings, Inc.
0.37%
Coeur Mining, Inc.
0.35%
Nextpower, Inc.
0.34%
Pinnacle Financial Partners, Inc.
0.33%
BridgeBio Pharma, Inc.
0.31%
Mueller Industries, Inc.
0.31%
Rocket Cos., Inc.
0.29%
Samsara, Inc.
0.29%
Frequently asked questions about SYZ and SCHA
How have the SYZ and SCHA ETFs performed in 2026?
As of September 18, 2026, SYZ is up 17.01% year-to-date (YTD), while SCHA has returned 17.93%. 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 +$783K in flows, compared to +$2.83B for SCHA.
Which ETF is more volatile: SYZ or SCHA?
Over the past year, SYZ had a volatility of 15.83%, while SCHA experienced 19.16%.
Which ETF is bigger: SYZ or SCHA?
As of September 18, 2026, SYZ holds $65.12 M in assets under management (AUM), while SCHA manages $25.48 B.
What sectors do the SYZ and SCHA ETFs invest in?
SYZ leans toward sectors like Finance, Technology and Industrials. Meanwhile, SCHA focuses on Finance, Technology and Healthcare.
What are the top holdings of the SYZ ETF and SCHA ETF?
SYZ top holdings include Mueller Industries, Inc., OPENLANE, Inc. and Interface, Inc.. SCHA holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Revolution Medicines, Inc..
Which ETF is more diversified: SYZ or SCHA?
SYZ holds 426 securities with 10.49% of its assets in the top 15. SCHA has 1693 securities and a top 15 weight of 10.47%.
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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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