IDEQ vs EFA

AIDEQ

BEFA

Measures won0–4EFA wins · of 6 · 5Y

$10,000 · 5Y$14,899EFA · IEMG $13,759

Lowest cost0.09%IEMG · $9 on $10k

Most income3.23%EFA · $323 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common23.4%IDEQ and EFA

Lazard International Dynamic Equity ETF · $2.1BiShares MSCI EAFE ETF · $77.6B

[…]3 years · per year[…] · $16,591+18.4%

[…]5 years · per year[…] · $14,899+8.3%

0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%

1.39%12-mo yield$139 · $323 on $10k3.23%

Cards for this view

IDEQ

Lazard International Dynamic Equity

[…]

EFA

iShares MSCI EAFE

$14,899

MeasureIDEQEFA

Fee0.40%0.32%

Cost on $10k a year$40$32

Yield1.39%3.23%

5 years, per year[…]+8.3%

3 years, per year[…]+18.4%

Worst drop · 1Y−12.9%−11.4%

Volatility · 1Y19.8%16.5%

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.23%	−0.6%	+10.0%	+12.1%	+18.4%	+8.3%	−11.4%	$77.6B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$149.1B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.39%	−0.9%	+11.2%	+15.3%	new	new	−12.9%	$2.1B

#
1	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.23%	−0.6%	+10.0%	+12.1%	+18.4%	+8.3%	−11.4%	$77.6B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$149.1B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.39%	−0.9%	+11.2%	+15.3%	new	new	−12.9%	$2.1B

Loading…