SYZ vs IWM

ASYZ

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,326VUG · IWM $12,417

Lowest cost0.03%VUG · $3 on $10k

Most income0.98%IWM · $98 on $10k

Smallest drop−8.9%SYZ · worst fall in 1Y

Held in common19.4%SYZ and IWM

Lazard US Systematic Small Cap Equity ETF · $66MiShares Russell 2000 ETF · $78.1B

[…]3 years · per year[…] · $16,765+18.8%

[…]5 years · per year[…] · $12,417+4.4%

0.60%Expense ratio$60 · $19 on $10k · lower wins0.19%

0.45%12-mo yield$45 · $98 on $10k0.98%

Cards for this view

SYZ

Lazard US Systematic Small Cap Equity

[…]

IWM

iShares Russell 2000

$12,417

MeasureSYZIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield0.45%0.98%

5 years, per year[…]+4.4%

3 years, per year[…]+18.8%

Worst drop · 1Y−8.9%−11.1%

Volatility · 1Y16.4%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$78.1B
3	ASYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.45%	−1.5%	+15.7%	+19.0%	new	new	−8.9%	$66M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$78.1B
3	ASYZ	Lazard US Systematic Small Cap Equity ETFRead Desk	0.60%	0.45%	−1.5%	+15.7%	+19.0%	new	new	−8.9%	$66M

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