IDEQ vs IVLU

AIDEQ

BIVLU

Measures won0–4IVLU wins · of 6 · 5Y

$10,000 · 5Y$20,395IVLU · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income3.24%IVLU · $324 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common21.2%IDEQ and IVLU

IDEQ

IVLU

Lazard International Dynamic Equity ETF · $2.1BiShares MSCI Intl Value Factor ETF · $4.6B

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

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

0.40%Expense ratio$40 · $31 on $10k · lower wins0.31%

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

−12.9%Worst dropSmaller wins−11.7%

19.2%VolatilityLower wins16.1%

0–4IVLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEQ · IVLU

2.4%ROP.SW1.6%

1.8%BNP.PA1.6%

1.5%SAN.MC1.5%

1.3%GSK.L0.9%

Held in common21.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.37%	+2.0%	+12.8%	+18.2%	new	new	−12.9%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.37%	+2.0%	+12.8%	+18.2%	new	new	−12.9%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEQ vs IVLU

IDEQ

Lazard International Dynamic Equity

[…]

IVLU

iShares MSCI Intl Value Factor

$20,395

MeasureIDEQIVLU

Fee0.40%0.31%

Cost on $10k a year$40$31

Yield1.37%3.24%

5 years, per year[…]+15.3%

3 years, per year[…]+26.5%

Worst drop · 1Y−12.9%−11.7%

Volatility · 1Y19.2%16.1%

4–0measures won
IVLU first

21.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IDEQ, IVLU, VEA

Today

33.0%most shared, IVLU and VEA

IDEQIVLUVEA

IDEQ—21.2%25.3%

IVLU21.2%—33.0%

VEA25.3%33.0%—

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

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 4, 2026 · yield in dollars minus the fee