Lazard US Systematic Small Cap Equity ETF

Shareclass
Lazard US Systematic Small Cap Eq ETF (SYZ)
Type
Exchange-traded fund
Manager
Gender equality score
Gender equality score

41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
42
percentile

Universe: Groups

Group: U.S. Small/Mid Cap Equity

Ranking: 635 out of 1,094 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
4/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Charles River Laboratories International Inc
    0.08% of assets
    $42,774 invested
  • 2. Workiva Inc Class A
    0.46% of assets
    $246,853 invested
  • 3. Novanta Inc
    0.03% of assets
    $18,509 invested
  • 4. BioMarin Pharmaceutical Inc
    0.58% of assets
    $312,290 invested
  • 5. SLB
    0.18% of assets
    $95,043 invested
  • 6. Doximity Inc Class A
    0.49% of assets
    $259,990 invested
  • 7. ASGN Inc
    0.22% of assets
    $116,079 invested
  • 8. Lightspeed Commerce Inc Ordinary Shares (Sub Voting)
    0.18% of assets
    $94,236 invested
  • 9. LiveRamp Holdings Inc
    0.44% of assets
    $233,631 invested
  • 10. Ovintiv Inc
    0.19% of assets
    $103,348 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Red Rock Resorts Inc Class A
    0.2% of assets
    $106,516 invested
  • 2. Axos Financial Inc
    0.17% of assets
    $93,636 invested
  • 3. Liberty Broadband Corp Registered Shs Series -C-
    0.45% of assets
    $243,434 invested
  • 4. Seaport Entertainment Group Inc
    0.14% of assets
    $75,129 invested
  • 5. Virtu Financial Inc Class A
    0.27% of assets
    $144,735 invested
  • 6. Agilysys Inc
    0.32% of assets
    $172,756 invested
  • 7. Intapp Inc
    0.18% of assets
    $97,064 invested
  • 8. Silgan Holdings Inc
    0.17% of assets
    $90,245 invested
  • 9. Mueller Industries Inc
    0.87% of assets
    $467,760 invested
  • 10. Hess Midstream LP Class A
    0.17% of assets
    $89,986 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SYZ at Morningstar.com
Gender Equality and Returns
Returns chart for Lazard US Systematic Small Cap Equity ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
SYZ
Lazard US Systematic Small Cap Equity ETF
Family
Lazard
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
9.61% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SYZ
Lazard US Systematic Small Cap Equity ETF
Family
Lazard
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
9.61% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SYZ
Lazard US Systematic Small Cap Equity ETF
Family
Lazard
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
9.61% less  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SYZ - Lazard US Systematic Small Cap Equity ETF
6.03%
15%
/
/
41  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
18%
25%
16%
15%
55  / 100 points
Fund compared to benchmark
 
-11.54%
-9.61%
/
/
14  / 100 points lower
Find more financial data on SYZ at Morningstar.com
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