Compare · 3 funds side by side · dividends reinvested

EUFN, IDEQ and IVLU

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,150EUFN · best of the three

02 / 04

EUFN, IDEQ and IVLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.24%+15.8%+24.8%+26.5%+15.3%−11.7%16.1%$4.5B1.4

iShares MSCI Europe Financials ETFSectors · Financials0.49%4.15%+10.6%+23.0%+36.0%+19.3%−14.8%21.5%$2.9B2.1

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.37%+12.8%+18.2%[…][…]−12.9%19.2%$2.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EUFN 2010 · IDEQ 2015 · IVLU 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Europe Financials ETF · $2.9B$24,150

EUFN

IDEQ

Lazard International Dynamic Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

EUFNMeasureIDEQ

+10.6%Year to dateJan 1 → Nov 4+12.8%

+23.0%1 yearTotal return+18.2%

+36.0%3 years · per year$10,000 became $25,142 · […][…]

+19.3%5 years · per year$10,000 became $24,150 · […][…]

0.49%Expense ratio$49 · $40 a year on $10k · lower is better0.40%

4.15%Trailing 12-mo yield$415 · $137 a year on $10k1.37%

−14.8%Worst dropSmaller is better−12.9%

21.5%VolatilityLower is calmer19.2%

EUFNIDEQ Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IDEQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EUFN vs IDEQ: Top 5 Holdings

Today

EUFN

27.9%in top 5

IDEQ

in top 515.0%

EUFNStockIDEQ

8.7%HSBA.Lnot top 5

5.7%ALV.DEnot top 5

not top 52330.TW4.9%

4.9%SAN.MCnot top 5

4.5%UBSG.SWnot top 5

4.0%BBVA.MCnot top 5

not top 5005930.K2.9%

not top 5ROP.SW2.4%

not top 5ASML.AS2.4%

not top 56178.T2.2%

Held in common12.5%

End-of-day Nov 4, 2026 · share of each fund

EUFN vs IDEQ Returns, Every Period

iSharesEUFN

+23.0%

past year

IDEQLazard

+18.2%

past year

EUFNIDEQFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: EUFN vs IVLU

YTD

iSharesEUFN

+10.6%

IVLUiShares

+15.8%

+10.6%Year to date+15.8%

−14.8%Worst drop · 1Y−11.7%

21.5%Volatility · 1Y16.1%

4.2%Yield3.2%

$2.9BAssets$4.5B

3–1IVLU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EUFN, IDEQ, IVLU

Today

0.31%lowest, IVLU

FundExpense ratioFee$10k

IVLU0.31%$31

IDEQ0.40%$40

EUFN0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EUFN, IDEQ, IVLU

4.15%highest, EUFN

FundTrailing yieldYield$10k

EUFN4.15%$415

IVLU3.24%$324

IDEQ1.37%$137

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, EUFN

EUFN$415 − $49 = $366

IVLU$324 − $31 = $293

IDEQ$137 − $40 = $97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EUFN, IDEQ, IVLU

Today

21.2%most shared, IDEQ and IVLU

EUFNIDEQIVLU

EUFN—12.5%19.2%

IDEQ12.5%—21.2%

IVLU19.2%21.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.8%IVLU, at 16.1% volatility

IVLUWorst drop−11.7%16.1% vol

IDEQWorst drop−12.9%19.2% vol

EUFNWorst drop−14.8%21.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EUFNIVLU

+10.6%Year to date+15.8%

4.2%Yield3.2%

+23.0%Past year+24.8%

0.49%Fee0.31%

3–1IVLU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026