Compare · 3 funds side by side · dividends reinvested

IDEQ, IVLU and VEA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,789IVLU · best of the three

02 / 04

IDEQ, IVLU and VEA, 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%$4.6B1.3

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.41%+14.4%+18.9%+22.5%+9.7%−11.6%17.8%$232B1.8

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.37%+12.8%+18.2%[…][…]−12.9%19.2%$2.1B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IDEQ 2015 · IVLU 2015 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

IDEQ

IVLU

iShares MSCI Intl Value Factor ETF · $4.6B$19,789

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

IDEQMeasureIVLU

+12.8%Year to dateJan 1 → Nov 5+15.8%

+18.2%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $20,233+26.5%

[…]5 years · per year$10,000 became […] · $20,395+15.3%

0.40%Expense ratio$40 · $31 a year on $10k · lower is better0.31%

1.37%Trailing 12-mo yield$137 · $324 a year on $10k3.24%

−12.9%Worst dropSmaller is better−11.7%

19.2%VolatilityLower is calmer16.1%

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

0–6IVLU wins

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

More Ways to See the Pairs

IDEQ vs IVLU: Top 5 Holdings

Today

IDEQ

15.0%in top 5

IVLU

in top 59.2%

IDEQStockIVLU

5.1%2330.TWnot top 5

2.9%005930.Knot top 5

2.5%ROP.SW1.6%

2.3%ASML.ASnot top 5

2.2%6178.Tnot top 5

not top 5SHEL.L2.0%

not top 5HSBA.L2.0%

not top 57203.T1.9%

not top 5BATS.L1.7%

Held in common20.7%

End-of-day Nov 5, 2026 · share of each fund

IDEQ vs IVLU Returns, Every Period

LazardIDEQ

+18.2%

past year

IVLUiShares

+24.8%

past year

IDEQIVLUFaded: behind in that period

0–2IVLU wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Stocks: IDEQ vs IVLU

YTD

LazardIDEQ

+12.8%

IVLUiShares

+15.8%

+12.8%Year to date+15.8%

−12.9%Worst drop · 1Y−11.7%

19.2%Volatility · 1Y16.1%

1.4%Yield3.2%

$2.1BAssets$4.6B

4–0IVLU wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEQ, IVLU, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

IVLU0.31%$31

IDEQ0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDEQ, IVLU, VEA

3.24%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.24%$324

VEA2.41%$241

IDEQ1.37%$137

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

VEA$241 − $3 = $238

IDEQ$137 − $40 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDEQ, IVLU, VEA

Today

33.0%most shared, IVLU and VEA

IDEQIVLUVEA

IDEQ—20.7%25.1%

IVLU20.7%—33.0%

VEA25.1%33.0%—

End-of-day Nov 5, 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

VEAWorst drop−11.6%17.8% vol

IDEQWorst drop−12.9%19.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUVEA

+15.8%Year to date+14.4%

3.2%Yield2.4%

+24.8%Past year+18.9%

0.31%Fee0.03%

3–1IVLU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026