SYZ - ETF AI Analysis
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Lazard US Systematic Small Cap Equity ETF (SYZ)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum in its strategy.
Leading Holdings Performing Well
Many of the top positions, especially in technology and industrials, have shown strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Small Asset Base
With a modest amount of money invested in the fund, it may be less liquid and more vulnerable to large investor inflows or outflows.
Heavy U.S. Focus
The ETF is almost entirely invested in U.S. stocks, offering very limited geographic diversification outside the United States.
SYZ vs. SPDR S&P 500 ETF (SPY)
AUM67.80M
RegionNorth America
Expense Ratio0.61%
Beta0.80
IssuerLazard
Inception DateSep 15, 2025
Dividend Yield0.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,013
30 Day Avg. Volume3,706
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
35.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering412
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYZ Summary
The Lazard US Systematic Small Cap Equity ETF (SYZ) is an actively managed fund that focuses on smaller U.S. companies, aiming for long-term growth rather than tracking a specific index. It uses a rules-based, technology-driven process to pick stocks across many sectors, with a tilt toward technology and industrials. Well-known names in the fund include Coherent Corp and Globus Medical. Investors might consider SYZ if they want growth potential from small U.S. companies and added diversification beyond large, familiar brands. A key risk is that small-cap stocks can be more volatile, so the share price can move 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 hard into U.S. small-cap industrials and tech, and that combo is doing much of the heavy lifting. Names like Diodes, Onto Innovation, and Viavi Solutions are riding strong momentum, giving the fund a solid tech-powered tailwind, while Mueller Industries and Timken add steady industrial muscle. Adeia and Esco are also rising, though their richer valuations could make the ride a bit bumpier. Clover Health is more of a wild card, with ongoing financial issues that occasionally tug at performance in this otherwise broadly diversified U.S. small-cap lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mueller Industries | 0.92% | $622.41K | $15.19B | 81.23% | 78 Outperform | |
| OPENLANE | 0.86% | $581.77K | $4.03B | 70.46% | 70 Outperform | |
| Adeia | 0.82% | $557.53K | $3.51B | 133.72% | 65 Neutral | |
| Clover Health Investments | 0.81% | $551.79K | $2.63B | 81.62% | 50 Neutral | |
| Interface | 0.77% | $519.80K | $1.89B | 55.95% | 72 Outperform | |
| Garrett Motion | 0.76% | $516.47K | $6.42B | 254.84% | 71 Outperform | |
| Onto Innovation | 0.76% | $516.33K | $16.60B | 270.90% | 82 Outperform | |
| Timken Company | 0.75% | $507.69K | $9.89B | 99.45% | 76 Outperform | |
| Esco Technologies | 0.74% | $505.40K | $8.90B | 86.52% | 70 Neutral | |
| MYR Group | 0.74% | $504.24K | $7.18B | 178.70% | 76 Outperform |
SYZ Technical Analysis
Positive
―
Price Trends
29.46
Positive
28.13
Positive
26.67
Positive
Market Momentum
0.38
Positive
54.84
Neutral
68.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.10, equal to the 50-day MA of 29.46, and equal to the 200-day MA of 26.67, indicating a bullish trend. The MACD of 0.38 indicates Positive momentum. The RSI at 54.84 is Neutral, neither overbought nor oversold. The STOCH value of 68.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SYZ.
SYZ Peer Comparison
Comparison Results
Performance Comparison
SYZ
Lazard US Systematic Small Cap Equity ETF
30.30
5.36
21.49%
AIMS
Acuitas Small Cap Active ETF
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RUSC
US Small Cap Equity Active ETF
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ESSC
Eventide Small Cap ETF
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ALIL
Argent Focused Small Cap ETF
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FTKI
First Trust Small Cap BuyWrite Income ETF
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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.
DisclaimerThis 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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