EFIV vs IDEQ
Comparison between SPDR S&P 500 ESG ETF (EFIV, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
EFIV vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.20B
IDEQ
$1.20B
Expense Ratio
Winner
EFIV
0.10%
IDEQ
0.40%
Max Drawdown
EFIV
25.38%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
EFIV
2.22
IDEQ
1.95
5Y Beta
Winner
EFIV
0.96
IDEQ
1.11
P/E Ratio
EFIV
27.94
IDEQ
N/A
Forward P/E
EFIV
20.19
IDEQ
N/A
5Y Dividends CAGR
EFIV
18.87%
IDEQ
N/A
5Y EPS CAGR
EFIV
29.51%
IDEQ
N/A
Debt to Equity
EFIV
12.33%
IDEQ
N/A
P/S Ratio
EFIV
3.42
IDEQ
N/A
P/B Ratio
EFIV
5.31
IDEQ
N/A
EFIV vs IDEQ - Holdings Comparison
EFIV and IDEQ have 1 common holdings. Overlap is -0.95%
EFIV's top 25 holdings weight is 53.67%. IDEQ's top 25 holdings weight is 39.08%.
| Rank | EFIV | IDEQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.49% | n/a (n/a) - 4.62% |
| #2 | MICROSOFT CORP (MSFT) - 7.99% | ASML HOLDING NV (n/a) - 2.40% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.92% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.26% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.70% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.95% |
| #5 | ELI LILLY AND CO (LLY) - 2.05% | GSK PLC (n/a) - 1.94% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.89% | BNP PARIBAS ACT. CAT.A (n/a) - 1.91% |
| #7 | WALMART INC (WMT) - 1.50% | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.67% |
| #8 | VISA INC CLASS A (V) - 1.42% | n/a (n/a) - 1.55% |
| #9 | INTEL CORP (INTC) - 1.33% | BANCO SANTANDER SA (n/a) - 1.53% |
| #10 | COSTCO WHOLESALE CORP (COST) - 1.18% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.49% |
| #11 | CATERPILLAR INC (CAT) - 1.10% | VINCI SA (n/a) - 1.47% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.06% | SK HYNIX INC (n/a) - 1.45% |
| #13 | NETFLIX INC (NFLX) - 0.97% | MAGNA INTERNATIONAL INC (n/a) - 1.27% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.97% | ASM INTERNATIONAL NV (n/a) - 1.26% |
| #15 | ABBVIE INC (ABBV) - 0.95% | NATWEST GROUP PLC (n/a) - 1.24% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.92% | TOTALENERGIES SE (TTE) - 1.22% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.90% | ASTRAZENECA PLC (n/a) - 1.21% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 0.86% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.20% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.85% | YUAN RENMINBI OFFSHORE (n/a) - 1.19% |
| #20 | THE HOME DEPOT INC (HD) - 0.82% | MITSUBISHI ELECTRIC CORP (n/a) - 1.13% |
| #21 | GE AEROSPACE (GE) - 0.79% | PRUDENTIAL PLC (n/a) - 1.09% |
| #22 | COCA-COLA CO (KO) - 0.79% | IMPERIAL BRANDS PLC (n/a) - 1.07% |
| #23 | GE VERNOVA INC (GEV) - 0.77% | JAPAN AIRLINES CO LTD (n/a) - 1.02% |
| #24 | MERCK & CO INC (MRK) - 0.73% | LOBLAW COMPANIES LTD (n/a) - 0.97% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | SUN LIFE FINANCIAL INC COMMON STOCK (n/a) - 0.97% |
| Total Holdings | 333 | 251 |
EFIV vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
+8.70%
IDEQ
+4.73%
3M
Winner
EFIV
+6.11%
IDEQ
+2.86%
6M
EFIV
+9.61%
Winner
IDEQ
+20.29%
1Y
EFIV
+31.22%
IDEQ
N/A
5Y(CAGR)
EFIV
+14.59%
IDEQ
N/A
Max(CAGR)
EFIV
+17.74%
Winner
IDEQ
+45.02%
EFIV vs IDEQ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | IDEQ |
|---|---|---|
| 2026 | +8.06% | +13.88% |
| 2025 | +18.92% | +11.77% |
| 2024 | +24.68% | N/A |
| 2023 | +28.49% | N/A |
| 2022 | -18.34% | N/A |
| 2021 | +33.60% | N/A |
| 2020 | +16.69% | N/A |
EFIV vs IDEQ Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 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 | EFIV | IDEQ |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -1.65% May 6, 2026 - May 7, 2026 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #11 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #12 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #13 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -0.49% Sep 11, 2025 - Sep 15, 2025 |
| #14 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -0.41% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -2.89% Oct 6, 2025 - Oct 20, 2025 | -0.38% Oct 1, 2025 - Oct 3, 2025 |
Correlation
Correlation between EFIV and IDEQ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2020 - 2026)
EFIV vs IDEQ dividend yield comparison.
| Year | EFIV | IDEQ |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.03% | 0.60% |
| 2024 | 1.20% | 0.00% |
| 2023 | 1.37% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 0.65% | 0.00% |
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