IDEQ vs IVLU

AIDEQ

BIVLU

Measures won0–4IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,675IVLU · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.36%IVLU · $336 on $10k

Smallest drop−11.7%IVLU · worst fall in 1Y

Held in common20.4%IDEQ and IVLU

IDEQ

IVLU

Lazard International Dynamic Equity ETF · $2.1BiShares MSCI Intl Value Factor ETF · $4.5B

[…]3 years · per year[…] · $19,249+24.4%

[…]5 years · per year[…] · $19,675+14.5%

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

1.43%12-mo yield$143 · $336 on $10k3.36%

−12.9%Worst dropSmaller wins−11.7%

19.6%VolatilityLower wins16.3%

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 common20.4%

End-of-day Nov 6, 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%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.43%	0.0%	+8.3%	+14.1%	new	new	−12.9%	$2.1B

End-of-day Nov 6, 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%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.43%	0.0%	+8.3%	+14.1%	new	new	−12.9%	$2.1B

End-of-day Nov 6, 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

$19,675

MeasureIDEQIVLU

Fee0.40%0.31%

Cost on $10k a year$40$31

Yield1.43%3.36%

5 years, per year[…]+14.5%

3 years, per year[…]+24.4%

Worst drop · 1Y−12.9%−11.7%

Volatility · 1Y19.6%16.3%

4–0measures won
IVLU first

20.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IDEQ, IVLU, VUG

Today

20.4%most shared, IDEQ and IVLU

IDEQIVLUVUG

IDEQ—20.4%0.0%

IVLU20.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

IDEQ$143 − $40 = $103

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee