Compare · 2 funds side by side · dividends reinvested

IDEQ and IVLU

IDEQLazard×IVLUiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,986IVLU · best of the two

Story of the two · IncomeMost incomeIVLU · 3.28% · $328 a year on $10k

Story of the two · RiskSmallest drop

IDEQ and IVLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.28%+14.4%+19.8%+24.9%+14.9%−11.7%16.5%$4.6B1.0

Lazard International Dynamic Equity ETFInternational · Ex-US broad0.40%1.39%+11.2%+15.3%[…][…]−12.9%19.8%$2.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: IDEQ 2015 · IVLU 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

IDEQ

IVLU

iShares MSCI Intl Value Factor ETF · $4.6B$19,986

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

IDEQMeasureIVLU

+11.2%

More Ways to See the Pairs

IDEQ vs IVLU: Top 5 Holdings

Today

IDEQ

15.2%in top 5

IVLU

in top 59.3%

IDEQStockIVLU

5.4%2330.TWnot top 5

2.7%005930.Knot top 5

2.5%ROP.SWnot top 5

2.4%ASML.ASnot top 5

2.2%6178.T

Cost, Income and Risk

Fees: IDEQ, IVLU

Today

0.31%lowest, IVLU

FundExpense ratioFee$10k

IVLU0.31%$31

IDEQ0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IDEQ, IVLU

1Y

3.28%highest, IVLU

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+14.4%

+15.3%1 yearTotal return+19.8%

[…]3 years · per year$10,000 became […] · $19,468+24.9%

[…]5 years · per year$10,000 became […] · $19,986+14.9%

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

1.39%Trailing 12-mo yield$139 · $328 a year on $10k3.28%

−12.9%Worst dropSmaller is better−11.7%

19.8%VolatilityLower is calmer16.5%

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

0–6IVLU wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 57203.T2.2%

not top 5HSBA.L2.0%

not top 5SHEL.L1.9%

not top 5BATS.L1.7%

not top 5BNP.PA1.7%

Held in common20.4%

End-of-day Nov 12, 2026 · share of each fund

IDEQ vs IVLU Returns, Every Period

1Y

LazardIDEQ

+15.3%

past year

IVLUiShares

+19.8%

past year

IDEQIVLUFaded: behind in that period

0–2IVLU wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

International vs Stocks: IDEQ vs IVLU

YTD

LazardIDEQ

+11.2%

IVLUiShares

+14.4%

+11.2%Year to date+14.4%

−12.9%Worst drop · 1Y−11.7%

19.8%Volatility · 1Y16.5%

1.4%Yield3.3%

$2.1BAssets$4.6B

4–0IVLU wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

IVLU3.28%$328

IDEQ1.39%$139

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

Income After Fees on $10,000

1Y

$297most kept, IVLU

IVLU$328 − $31 = $297

IDEQ$139 − $40 = $99

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IDEQ, IVLU

Today

20.4%most shared, IDEQ and IVLU

IDEQIVLU

IDEQ—20.4%

IVLU20.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.8%IVLU, at 16.5% volatility

IVLUWorst drop−11.7%16.5% vol

IDEQWorst drop−12.9%19.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUIDEQ

+14.4%Year to date+11.2%

3.3%Yield1.4%

+19.8%Past year+15.3%

0.31%Fee0.40%

4–0IVLU wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IDEQ and IVLU

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two