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SYZ
+0.97 · +3.80%
$26.45 · NASDAQ

Lazard US Systematic Small Cap Equity ETF (SYZ) ETF Analysis | Small Blend

Lazard · USA
AUM:$59.6M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.8% over the past year, showing positive momentum.

What is SYZ?

The Portfolio invests primarily in equity securities, principally common stocks, of small capitalization U. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of small cap U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SYZ delivered 16.8% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 8.5% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.51% — modest income alongside capital growth potential.
ETF Information
AUM$59.6M
Expense Ratio0.00%
Dividend Yield0.51%
Holdings48
Inception DateOct 2021
Domicile–
Distribution–
Index–
ProviderLazard
Beta1.12
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.5%
1Y
+21.2%
3Y
+21.2%
5Y
+21.2%
OpenBook InsightIf you had invested £10,000 in SYZ 5 years ago, it would have grown to £12,121 — a gain of £2,121.

Annual Returns

Calendar year performance

SYZ delivered positive returns in 2 of the last 2 calendar years.
YearSYZ
2026 YTD+19.4%
2025+0.9%
2/2 positive yearsAvg return: +10.1%Worst year: +0.9% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.9%
Low
Momentum
+1.3%
30-day change
Support Level
30.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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