EQTY vs IDEQ
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
EQTY vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.40B
IDEQ
$1.40B
Expense Ratio
EQTY
0.99%
Winner
IDEQ
0.40%
Max Drawdown
EQTY
17.28%
Winner
IDEQ
12.95%
Sharpe Ratio
EQTY
0.79
Winner
IDEQ
1.66
5Y Beta
Winner
EQTY
0.85
IDEQ
1.18
P/E Ratio
EQTY
27.74
IDEQ
N/A
Forward P/E
EQTY
20.03
IDEQ
N/A
PEG Ratio
EQTY
0.85
IDEQ
N/A
5Y EPS CAGR
EQTY
14.33%
IDEQ
N/A
Debt to Equity
EQTY
58.30%
IDEQ
N/A
P/S Ratio
EQTY
3.28
IDEQ
N/A
P/B Ratio
EQTY
4.21
IDEQ
N/A
EQTY vs IDEQ - Holdings Comparison
EQTY and IDEQ have 1 common holdings. Overlap is -1.38%
EQTY's top 25 holdings weight is 79.28%. IDEQ's top 25 holdings weight is 40.30%.
| Rank | EQTY | IDEQ |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 4.64% | n/a (n/a) - 4.68% |
| #2 | ALPHABET INC CLASS C (GOOG) - 4.60% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.64% |
| #3 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.25% | ASML HOLDING NV (n/a) - 2.81% |
| #4 | CHARLES SCHWAB CORP (SCHW) - 4.24% | SK HYNIX INC (n/a) - 2.48% |
| #5 | VISA INC CLASS A (V) - 4.24% | VINCI SA (n/a) - 2.02% |
| #6 | AON PLC CLASS A (AON) - 3.95% | BNP PARIBAS ACT. CAT.A (n/a) - 1.83% |
| #7 | WATERS CORP (WAT) - 3.94% | GSK PLC (n/a) - 1.68% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.93% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.60% |
| #9 | AMAZON.COM INC (AMZN) - 3.54% | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.59% |
| #10 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.47% | BANCO SANTANDER SA (n/a) - 1.49% |
| #11 | MOTOROLA SOLUTIONS INC (MSI) - 3.02% | YUAN RENMINBI OFFSHORE (n/a) - 1.38% |
| #12 | BECTON DICKINSON & CO (BDX) - 2.99% | n/a (n/a) - 1.32% |
| #13 | ALCON INC (ALC) - 2.98% | LEGAL & GENERAL GROUP PLC (n/a) - 1.26% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.94% | MEDIATEK INC (n/a) - 1.23% |
| #15 | JACOBS SOLUTIONS INC (J) - 2.82% | NATWEST GROUP PLC (n/a) - 1.21% |
| #16 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #17 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% | ASTRAZENECA PLC (n/a) - 1.12% |
| #18 | SALESFORCE INC (CRM) - 2.53% | MITSUBISHI ELECTRIC CORP (n/a) - 1.08% |
| #19 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.43% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #20 | APPLIED MATERIALS INC (AMAT) - 2.38% | LOBLAW COMPANIES LTD (n/a) - 1.02% |
| #21 | S&P GLOBAL INC (SPGI) - 2.34% | DELTA ELECTRONICS INC (n/a) - 0.98% |
| #22 | COPART INC (CPRT) - 2.26% | TENCENT HOLDINGS LTD (n/a) - 0.94% |
| #23 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.25% | BARRICK MINING CORP (n/a) - 0.93% |
| #24 | ANALOG DEVICES INC (ADI) - 2.12% | SUN LIFE FINANCIAL INC (SLF) - 0.92% |
| #25 | PACCAR INC (PCAR) - 2.07% | UNICREDIT SPA (n/a) - 0.92% |
| Total Holdings | 52 | 273 |
EQTY vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
EQTY
+2.97%
Winner
IDEQ
+5.34%
3M
EQTY
+6.65%
Winner
IDEQ
+11.48%
6M
EQTY
+3.90%
Winner
IDEQ
+20.46%
1Y
EQTY
+14.46%
IDEQ
N/A
Max(CAGR)
EQTY
+16.78%
Winner
IDEQ
+42.29%
EQTY vs IDEQ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | IDEQ |
|---|---|---|
| 2026 | +3.64% | +16.24% |
| 2025 | +13.71% | +11.77% |
| 2024 | +20.68% | N/A |
| 2023 | +26.48% | N/A |
| 2022 | -3.83% | N/A |
EQTY vs IDEQ Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current EQTY drawdown is -0.64%.
| Rank | EQTY | IDEQ |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -3.72% May 6, 2026 - May 26, 2026 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -0.59% May 26, 2026 - Jun 2, 2026 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -0.49% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between EQTY and IDEQ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2022 - 2025)
EQTY vs IDEQ dividend yield comparison.
| Year | EQTY | IDEQ |
|---|---|---|
| 2025 | 0.02% | 0.60% |
| 2024 | 0.33% | 0.00% |
| 2023 | 0.26% | 0.00% |
| 2022 | 0.08% | 0.00% |
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