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SYZ - ETF AI Analysis
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Lazard US Systematic Small Cap Equity ETF (SYZ)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far, with especially strong results in the last three months.
Leading Tech and Industrial Exposure
A large share of the fund is invested in technology and industrial companies, including several holdings that have delivered strong year-to-date gains.
Broad Sector Diversification
The ETF spreads its investments across many different sectors, which helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy U.S. Concentration
Almost all of the ETF’s assets are in U.S. stocks, offering very little geographic diversification outside the United States.
Small-Cap Volatility Risk
Because the ETF focuses on smaller companies, its share price may be more volatile and sensitive to market downturns than large-cap funds.
SYZ vs. SPDR S&P 500 ETF (SPY)
AUM56.68M
RegionNorth America
Expense Ratio0.74%
Beta1.02
IssuerLazard
Inception DateSep 15, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,512
30 Day Avg. Volume5,117
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering386
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYZ Summary
Lazard US Systematic Small Cap Equity ETF (SYZ) is an actively managed fund that invests mainly in smaller U.S. companies, aiming for long-term growth. It does not track a set index, but instead uses a rules-based, tech-driven process to pick stocks. The fund owns a wide mix of sectors, including technology, industrials, and health care, with holdings like Deckers Outdoor and Rambus. Investors might consider SYZ to tap into the growth potential of small U.S. companies and add diversification beyond large, well-known stocks. A key risk is that small-cap shares can be more volatile and can go up and down more sharply than the overall market.
How much will it cost me?The Lazard US Systematic Small Cap Equity ETF (SYZ) has an expense ratio of 0.74%, meaning you’ll pay $7.40 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which involves more research and stock selection compared to passively managed ETFs that track an index.
What would affect this ETF?The Lazard US Systematic Small Cap Equity ETF (SYZ) could benefit from economic growth and innovation in sectors like technology and healthcare, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which tend to impact small-cap companies more heavily. Additionally, sector-specific risks, such as regulatory changes in healthcare or volatility in consumer spending, could influence performance.
SYZ Top 10 Holdings
SYZ is leaning into U.S. small-cap growth stories, with a clear tilt toward tech and industrial names. Coherent, Onto Innovation, Viavi Solutions, and TTM Technologies are the main engines right now, riding strong momentum in semiconductors and communications gear. On the steadier side, Mueller Industries and Globus Medical are more like ballast than rocket fuel, with recent gains more muted. Deckers Outdoor adds a consumer twist with solid but not runaway strength. Overall, this is a U.S.-only fund betting heavily on smaller, fast-moving tech-driven businesses.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viavi Solutions | 0.99% | $563.24K | $6.93B | 173.95% | 71 Outperform | |
| Mueller Industries | 0.94% | $530.79K | $12.17B | 37.92% | 78 Outperform | |
| Onto Innovation | 0.90% | $509.84K | $9.42B | 36.66% | 82 Outperform | |
| Coherent Corp | 0.90% | $508.60K | $45.51B | 277.54% | 66 Neutral | |
| Methanex | 0.76% | $432.08K | $4.01B | 37.20% | ― | |
| Adeia | 0.72% | $409.35K | $2.49B | 66.72% | 65 Neutral | |
| Globus Medical | 0.71% | $402.10K | $11.45B | 19.33% | 82 Outperform | |
| Interface | 0.70% | $397.96K | $1.60B | 43.81% | 72 Outperform | |
| Esco Technologies | 0.69% | $392.18K | $6.83B | 63.93% | 70 Neutral | |
| Phibro Animal Health | 0.67% | $382.05K | $2.01B | 132.80% | 64 Neutral |
SYZ Technical Analysis
Negative
―
Price Trends
26.70
Negative
25.77
Positive
Market Momentum
-0.17
Positive
35.49
Neutral
11.33
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.89, equal to the 50-day MA of 26.70, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 35.49 is Neutral, neither overbought nor oversold. The STOCH value of 11.33 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SYZ.
SYZ Peer Comparison
Comparison Results
Performance Comparison
SYZ
Lazard US Systematic Small Cap Equity ETF
25.83
0.83
3.32%
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
FTKI
First Trust Small Cap BuyWrite Income ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
ESSC
Eventide Small Cap ETF
―
―
―
SMLL
Harbor Active Small Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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