AVLC vs IDEQ
Comparison between AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
AVLC vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVLC
$1.20B
IDEQ
$1.20B
Expense Ratio
Winner
AVLC
0.15%
IDEQ
0.40%
Max Drawdown
AVLC
19.85%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
AVLC
2.15
IDEQ
1.95
5Y Beta
Winner
AVLC
0.99
IDEQ
1.11
P/E Ratio
AVLC
25.21
IDEQ
N/A
Forward P/E
AVLC
18.92
IDEQ
N/A
5Y EPS CAGR
AVLC
23.48%
IDEQ
N/A
P/S Ratio
AVLC
2.63
IDEQ
N/A
P/B Ratio
AVLC
4.38
IDEQ
N/A
AVLC vs IDEQ - Holdings Comparison
AVLC and IDEQ have 1 common holdings. Overlap is -0.95%
AVLC's top 25 holdings weight is 39.43%. IDEQ's top 25 holdings weight is 39.08%.
| Rank | AVLC | IDEQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.93% | n/a (n/a) - 4.62% |
| #2 | APPLE INC (AAPL) - 4.89% | ASML HOLDING NV (n/a) - 2.40% |
| #3 | MICROSOFT CORP (MSFT) - 3.93% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.26% |
| #4 | AMAZON.COM INC (AMZN) - 3.50% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.95% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.37% | GSK PLC (n/a) - 1.94% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | BNP PARIBAS ACT. CAT.A (n/a) - 1.91% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.86% | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.67% |
| #8 | BROADCOM INC (AVGO) - 1.79% | n/a (n/a) - 1.55% |
| #9 | EXXON MOBIL CORP (XOM) - 1.28% | BANCO SANTANDER SA (n/a) - 1.53% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.28% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.49% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.17% | VINCI SA (n/a) - 1.47% |
| #12 | CATERPILLAR INC (CAT) - 0.89% | SK HYNIX INC (n/a) - 1.45% |
| #13 | LAM RESEARCH CORP (LRCX) - 0.86% | MAGNA INTERNATIONAL INC (n/a) - 1.27% |
| #14 | TESLA INC (TSLA) - 0.82% | ASM INTERNATIONAL NV (n/a) - 1.26% |
| #15 | WALMART INC (WMT) - 0.79% | NATWEST GROUP PLC (n/a) - 1.24% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.78% | TOTALENERGIES SE (TTE) - 1.22% |
| #17 | MERCK & CO INC (MRK) - 0.77% | ASTRAZENECA PLC (n/a) - 1.21% |
| #18 | VISA INC CLASS A (V) - 0.74% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.20% |
| #19 | ELI LILLY AND CO (LLY) - 0.73% | YUAN RENMINBI OFFSHORE (n/a) - 1.19% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.71% | MITSUBISHI ELECTRIC CORP (n/a) - 1.13% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | PRUDENTIAL PLC (n/a) - 1.09% |
| #22 | JOHNSON & JOHNSON (JNJ) - 0.66% | IMPERIAL BRANDS PLC (n/a) - 1.07% |
| #23 | CHEVRON CORP (CVX) - 0.60% | JAPAN AIRLINES CO LTD (n/a) - 1.02% |
| #24 | CONOCOPHILLIPS (COP) - 0.56% | LOBLAW COMPANIES LTD (n/a) - 0.97% |
| #25 | KLA CORP (KLAC) - 0.55% | SUN LIFE FINANCIAL INC COMMON STOCK (n/a) - 0.97% |
| Total Holdings | 892 | 251 |
AVLC vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVLC
+8.05%
IDEQ
+4.73%
3M
Winner
AVLC
+7.07%
IDEQ
+2.86%
6M
AVLC
+12.49%
Winner
IDEQ
+20.29%
1Y
AVLC
+31.47%
IDEQ
N/A
Max(CAGR)
AVLC
+25.30%
Winner
IDEQ
+45.02%
AVLC vs IDEQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVLC | IDEQ |
|---|---|---|
| 2026 | +10.80% | +13.88% |
| 2025 | +17.70% | +11.77% |
| 2024 | +23.60% | N/A |
| 2023 | +12.04% | N/A |
AVLC vs IDEQ Drawdown Comparison
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IDEQ drawdown is -0.14%.
| Rank | AVLC | IDEQ |
|---|---|---|
| #1 | -19.64% Feb 19, 2025 - Jun 27, 2025 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -8.83% Jul 16, 2024 - Sep 19, 2024 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #3 | -8.00% Feb 25, 2026 - Apr 14, 2026 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #4 | -6.11% Oct 17, 2023 - Nov 10, 2023 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #5 | -5.70% Mar 28, 2024 - May 15, 2024 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -5.18% Oct 29, 2025 - Dec 3, 2025 | -1.65% May 6, 2026 - May 7, 2026 |
| #7 | -4.82% Dec 4, 2024 - Jan 23, 2025 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #8 | -3.22% Oct 8, 2025 - Oct 24, 2025 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #9 | -2.80% Dec 11, 2025 - Dec 24, 2025 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #10 | -2.56% Oct 18, 2024 - Nov 6, 2024 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #11 | -2.44% Jul 25, 2025 - Aug 12, 2025 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #12 | -2.18% Dec 28, 2023 - Jan 19, 2024 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #13 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -0.49% Sep 11, 2025 - Sep 15, 2025 |
| #14 | -2.09% Jan 12, 2026 - Jan 26, 2026 | -0.41% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -2.00% Feb 2, 2026 - Feb 6, 2026 | -0.38% Oct 1, 2025 - Oct 3, 2025 |
Correlation
Correlation between AVLC and IDEQ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2023 - 2026)
AVLC vs IDEQ dividend yield comparison.
| Year | AVLC | IDEQ |
|---|---|---|
| 2026 | 0.18% | 0.00% |
| 2025 | 0.92% | 0.60% |
| 2024 | 1.09% | 0.00% |
| 2023 | 0.38% | 0.00% |
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