Compare · 2 funds side by side · dividends reinvested

SYZ and IJR

SYZLazard×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

SYZ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.3

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.44%+18.2%+22.5%[…][…]−7.6%15.7%$66M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SYZ 2021 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Lazard US Systematic Small Cap Equity ETF · $66M[…]

SYZ

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 21.0% in common

SYZMeasureIJR

+18.2%Year to dateJan 1 → Nov 4+19.9%

+22.5%1 yearTotal return+22.7%

[…]3 years · per year$10,000 became […] · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

0.44%Trailing 12-mo yield$44 · $120 a year on $10k1.20%

−7.6%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer15.8%

SYZIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SYZ vs IJR: Top 5 Holdings

Today

SYZ

3.9%in top 5

IJR

in top 52.7%

SYZStockIJR

0.9%TILEnot top 5

0.8%MLInot top 5

0.8%OPLNnot top 5

0.7%QTWOnot top 5

0.7%FTDRnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common21.0%

End-of-day Nov 4, 2026 · share of each fund

SYZ vs IJR Returns, Every Period

LazardSYZ

+22.5%

past year

IJRiShares

+22.7%

past year

SYZIJRFaded: behind in that period

0–2IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SYZ vs IJR

YTD

LazardSYZ

+18.2%

IJRiShares

+19.9%

+18.2%Year to date+19.9%

−7.6%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y15.8%

0.4%Yield1.2%

$66.3MAssets$108B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SYZ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SYZ0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SYZ, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SYZ0.44%$44

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SYZ$44 − $60 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SYZ, IJR

Today

21.0%most shared, SYZ and IJR

SYZIJR

SYZ—21.0%

IJR21.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

SYZWorst drop−7.6%15.7% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSYZ

+19.9%Year to date+18.2%

1.2%Yield0.4%

+22.7%Past year+22.5%

0.06%Fee0.60%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026