Compare · 2 funds side by side · dividends reinvested

SYZ and VBR

SYZLazard×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

SYZ and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.1

Lazard US Systematic Small Cap Equity ETFUS Stock Styles · Small cap0.60%0.44%+18.2%+22.5%[…][…]−7.6%15.7%$66M1.8

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SYZ

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

SYZMeasureVBR

+18.2%Year to dateJan 1 → Nov 4+19.4%

+22.5%1 yearTotal return+23.4%

[…]3 years · per year$10,000 became […] · $17,630+20.8%

[…]5 years · per year$10,000 became […] · $15,849+9.6%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

0.44%Trailing 12-mo yield$44 · $177 a year on $10k1.77%

−7.6%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.9%

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

1–5VBR 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 VBR: Top 5 Holdings

Today

SYZ

3.9%in top 5

VBR

in top 53.3%

SYZStockVBR

0.9%TILEnot top 5

0.8%MLInot top 5

0.8%OPLNnot top 5

not top 5MRNA0.8%

0.7%QTWOnot top 5

not top 5JBL0.7%

0.7%FTDRnot top 5

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common19.4%

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

SYZ vs VBR Returns, Every Period

LazardSYZ

+22.5%

past year

VBRVanguard

+23.4%

past year

SYZVBRFaded: behind in that period

0–2VBR wins

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

SYZ vs VBR

YTD

LazardSYZ

+18.2%

VBRVanguard

+19.4%

+18.2%Year to date+19.4%

−7.6%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.9%

0.4%Yield1.8%

$66.3MAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: SYZ, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SYZ0.60%$60

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

Yields: SYZ, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

SYZ0.44%$44

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

SYZ$44 − $60 = −$16

KeptFee

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

Overlap: SYZ, VBR

Today

19.4%most shared, SYZ and VBR

SYZVBR

SYZ—19.4%

VBR19.4%—

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

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

SYZWorst drop−7.6%15.7% vol

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

Paid More vs Made More

YTD

VBRSYZ

+19.4%Year to date+18.2%

1.8%Yield0.4%

+23.4%Past year+22.5%

0.05%Fee0.60%

4–0VBR 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