IDEQ vs EFA

AIDEQ

BEFA

Measures won0–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA · EFA $14,984

Lowest cost0.03%VEA · $3 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common23.3%IDEQ and EFA

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

[…]3 years · per year[…] · $16,592+18.4%

[…]5 years · per year[…] · $14,984+8.4%

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

1.38%12-mo yield$138 · $321 on $10k3.21%

Cards for this view

IDEQ

Lazard International Dynamic Equity

[…]

EFA

iShares MSCI EAFE

$14,984

MeasureIDEQEFA

Fee0.40%0.32%

Cost on $10k a year$40$32

Yield1.38%3.21%

5 years, per year[…]+8.4%

3 years, per year[…]+18.4%

Worst drop · 1Y−12.9%−11.4%

Volatility · 1Y19.8%16.5%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+0.3%	+10.7%	+13.6%	+18.4%	+8.4%	−11.4%	$77.6B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.38%	+1.1%	+12.2%	+17.3%	new	new	−12.9%	$2.1B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+0.3%	+10.7%	+13.6%	+18.4%	+8.4%	−11.4%	$77.6B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.38%	+1.1%	+12.2%	+17.3%	new	new	−12.9%	$2.1B

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