IDEQ vs VT

AIDEQ

BVT

Measures won0–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common11.4%IDEQ and VT

IDEQ

Lazard International Dynamic Equity ETF · $2.1BVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,695+21.0%

[…]5 years · per year[…] · $15,576+9.3%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

1.43%12-mo yield$143 · $159 on $10k1.59%

−12.9%Worst dropSmaller wins−9.7%

19.6%VolatilityLower wins14.7%

0–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDEQ · VT

5.1%2330.TW1.6%

2.9%005930.KS0.8%

1.3%000660.KS0.6%

2.3%ASML.AS0.6%

Held in common11.4%

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AIDEQ	Lazard International Dynamic Equity ETFRead Desk		0.40%	1.43%	−3.9%	+8.3%	+15.2%	new	new	−12.9%	$2.1B

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AIDEQ	Lazard International Dynamic Equity ETFRead Desk		0.40%	1.43%	−3.9%	+8.3%	+15.2%	new	new	−12.9%	$2.1B

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

Cards for this view

IDEQ vs VT

IDEQ

Lazard International Dynamic Equity

[…]

Vanguard Total World Stock

$15,576

MeasureIDEQVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.43%1.59%

5 years, per year[…]+9.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−12.9%−9.7%

Volatility · 1Y19.6%14.7%

4–0measures won
VT first

11.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDEQ, VT

Today

11.4%most shared, IDEQ and VT

IDEQVT

IDEQ—11.4%

VT11.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

IDEQ$143 − $40 = $103

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee