IDEQ vs SPYM

AIDEQ

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · VOO $17,416

Lowest cost0.02%SPYM · $2 on $10k

Most income1.39%IDEQ · $139 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.0%IDEQ and SPYM

Lazard International Dynamic Equity ETF · $2.1BState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

1.39%12-mo yield$139 · $103 on $10k1.03%

Cards for this view

IDEQ

Lazard International Dynamic Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureIDEQSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield1.39%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y19.8%13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.39%	−0.7%	+11.0%	+17.3%	new	new	−12.9%	$2.1B

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	AIDEQ	Lazard International Dynamic Equity ETFRead Desk	0.40%	1.39%	−0.7%	+11.0%	+17.3%	new	new	−12.9%	$2.1B

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