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 delivered strong gains so far this year, showing solid momentum over the longer recent period despite a slightly weak last month.
Top Holdings with Strong Gains
Many of the largest positions, such as Timken, Esco Technologies, Garrett Motion, Clover Health, and Extreme Networks, have posted strong gains, helping drive the fund’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, industrials, financials, health care, and consumer-related areas, which helps reduce the impact if any one sector struggles.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies and very little exposure abroad, the ETF is heavily tied to the health of the U.S. market.
Small-Cap and Sector Sensitivity
Because the ETF focuses on smaller U.S. companies and has meaningful exposure to more cyclical sectors like technology, industrials, and consumer cyclical, its price can be more sensitive to economic slowdowns and market swings.
SYZ vs. SPDR S&P 500 ETF (SPY)
AUM62.76M
RegionNorth America
Expense Ratio0.61%
Beta0.77
IssuerLazard
Inception DateSep 15, 2025
Dividend Yield0.45%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,170
30 Day Avg. Volume5,044
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
37.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering486
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYZ Summary
SYZ is the Lazard US Systematic Small Cap Equity ETF, an actively managed fund that focuses on smaller U.S. companies rather than following a traditional index. It uses a technology-driven process to pick stocks across many sectors, including technology, industrials, and health care. Some of its holdings include companies like Timken and JFrog. Investors might consider SYZ for growth potential and diversification, since small-cap stocks can expand faster than larger, established firms. However, small-cap companies can be more volatile, so the value of this ETF can go up and down more sharply with the 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 leans heavily into U.S. small-cap tech and industrial names, with a few standout winners pulling the cart. Diodes, Arrow Electronics, and Digi International have been rising steadily this year, giving the fund a strong tech-driven backbone. Dynatrace adds more momentum from the software side, while JFrog’s mixed, profitability-challenged story and Adeia’s litigation overhang introduce some bumps in the road. Timken and Mueller Industries are more subdued, occasionally lagging, but overall the fund’s U.S.-only, small-cap tilt is riding a constructive, growth-focused theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mueller Industries | 0.91% | $572.12K | $13.46B | 23.13% | 78 Outperform | |
| Dynatrace | 0.80% | $503.99K | $18.86B | 33.81% | 77 Outperform | |
| Interface | 0.80% | $502.06K | $2.03B | 33.98% | 72 Outperform | |
| OPENLANE | 0.76% | $475.94K | $4.46B | 42.22% | 70 Outperform | |
| XP | 0.76% | $474.23K | $16.85B | 95.64% | 74 Outperform | |
| Arrow Electronics | 0.67% | $421.64K | $11.49B | 100.04% | 64 Neutral | |
| Diodes | 0.67% | $420.93K | $4.17B | 68.72% | 70 Outperform | |
| Digi International | 0.65% | $408.65K | $2.85B | 103.44% | 77 Outperform | |
| Adeia | 0.65% | $406.64K | $2.56B | 39.50% | 65 Neutral | |
| Timken Company | 0.64% | $399.57K | $7.98B | 53.84% | 76 Outperform |
SYZ Technical Analysis
Negative
―
Price Trends
29.97
Negative
29.96
Negative
28.50
Positive
Market Momentum
-0.12
Negative
46.34
Neutral
57.78
Neutral
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 29.37, equal to the 50-day MA of 29.97, and equal to the 200-day MA of 28.50, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 46.34 is Neutral, neither overbought nor oversold. The STOCH value of 57.78 is Neutral, 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
29.39
4.74
19.23%
AIMS
Acuitas Small Cap Active ETF
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RUSC
US Small Cap Equity Active ETF
―
―
―
ESSC
Eventide Small Cap ETF
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―
FTKI
First Trust Small Cap BuyWrite Income ETF
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ALIL
Argent Focused Small Cap 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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