FALN vs IDEQ
Comparison between ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
FALN vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FALN
$1.60B
IDEQ
$1.60B
Expense Ratio
Winner
FALN
0.25%
IDEQ
0.40%
Max Drawdown
FALN
29.96%
Winner
IDEQ
12.95%
Sharpe Ratio
FALN
0.57
Winner
IDEQ
1.48
5Y Beta
Winner
FALN
0.27
IDEQ
1.18
5Y Dividends CAGR
FALN
5.09%
IDEQ
N/A
FALN vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
FALN
-0.04%
Winner
IDEQ
+3.40%
3M
FALN
+1.44%
Winner
IDEQ
+4.22%
6M
FALN
+1.58%
Winner
IDEQ
+7.63%
1Y
FALN
+6.58%
Winner
IDEQ
+33.06%
5Y(CAGR)
FALN
+3.60%
IDEQ
N/A
10Y(CAGR)
FALN
+6.06%
IDEQ
N/A
Max(CAGR)
FALN
+6.59%
Winner
IDEQ
+35.55%
FALN vs IDEQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FALN | IDEQ |
|---|---|---|
| 2026 | +2.57% | +16.90% |
| 2025 | +8.60% | +11.77% |
| 2024 | +8.18% | N/A |
| 2023 | +13.36% | N/A |
| 2022 | -13.60% | N/A |
| 2021 | +5.67% | N/A |
| 2020 | +14.54% | N/A |
| 2019 | +17.52% | N/A |
| 2018 | -5.26% | N/A |
| 2017 | +8.15% | N/A |
| 2016 | +10.41% | N/A |
FALN vs IDEQ Drawdown Comparison
The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current FALN drawdown is -0.26%. The current IDEQ drawdown is -0.17%.
| Rank | FALN | IDEQ |
|---|---|---|
| #1 | -29.22% Feb 14, 2020 - Jul 17, 2020 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -18.79% Nov 9, 2021 - Jun 5, 2024 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -8.18% Jan 24, 2018 - Mar 1, 2019 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -5.92% Feb 28, 2025 - Jun 9, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -4.10% Oct 19, 2016 - Dec 7, 2016 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -3.96% Feb 19, 2026 - Jun 11, 2026 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -3.23% Sep 2, 2020 - Oct 12, 2020 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -3.17% Jun 23, 2016 - Jun 30, 2016 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -2.84% Feb 12, 2021 - May 3, 2021 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -2.61% Sep 6, 2016 - Sep 30, 2016 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -2.51% Mar 1, 2017 - Apr 7, 2017 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -2.24% May 6, 2019 - Jun 19, 2019 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -2.23% Sep 15, 2021 - Nov 5, 2021 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -2.03% Dec 6, 2024 - Jan 27, 2025 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -1.98% Sep 17, 2019 - Dec 5, 2019 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between FALN and IDEQ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2016 - 2026)
FALN vs IDEQ dividend yield comparison.
| Year | FALN | IDEQ |
|---|---|---|
| 2026 | 3.81% | 0.79% |
| 2025 | 6.31% | 0.60% |
| 2024 | 6.24% | 0.00% |
| 2023 | 5.37% | 0.00% |
| 2022 | 5.08% | 0.00% |
| 2021 | 3.40% | 0.00% |
| 2020 | 5.14% | 0.00% |
| 2019 | 5.35% | 0.00% |
| 2018 | 5.97% | 0.00% |
| 2017 | 6.98% | 0.00% |
| 2016 | 3.55% | 0.00% |
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