IDEQ vs ALLW
Comparison between LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF) and SPDR BRIDGEWATER ALL WEATHER ETF (ALLW, ETF).
IDEQ vs ALLW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEQ
$1.60B
ALLW
$1.60B
Expense Ratio
Winner
IDEQ
0.40%
ALLW
0.85%
Max Drawdown
IDEQ
12.95%
Winner
ALLW
8.78%
Sharpe Ratio
Winner
IDEQ
1.46
ALLW
1.38
5Y Beta
IDEQ
1.17
Winner
ALLW
0.47
IDEQ vs ALLW - Holdings Comparison
IDEQ and ALLW have 1 common holdings. Overlap is -1.71%
IDEQ's top 25 holdings weight is 38.89%. ALLW's top 25 holdings weight is 63.85%.
| Rank | IDEQ | ALLW |
|---|---|---|
| #1 | n/a (n/a) - 4.85% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 18.05% |
| #2 | ASML HOLDING NV (n/a) - 3.08% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 7.06% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.74% | UNITED STATES TREASURY NOTES 1.875% (n/a) - 6.44% |
| #4 | BNP PARIBAS ACT. CAT.A (n/a) - 2.18% | EURO STOXX 50 SEP26 XEUR 20260918 (n/a) - 5.00% |
| #5 | ROCHE HOLDING AG (n/a) - 1.99% | SS ALL WEATHERSTRGY CAYMAN LTD (n/a) - 3.21% |
| #6 | VINCI SA (n/a) - 1.98% | FUTURE ON TOPIX (n/a) - 2.54% |
| #7 | JAPAN POST HOLDINGS CO LTD (n/a) - 1.92% | STATE STREET® SPDR® PORTFOLIO EM ETF (SPEM) - 2.26% |
| #8 | BANCO SANTANDER SA (n/a) - 1.77% | UNITED STATES TREASURY NOTES 2.125% (n/a) - 2.19% |
| #9 | GSK PLC (n/a) - 1.72% | FTSE 100 INDEX FUTURE SEPT 26 (n/a) - 2.07% |
| #10 | YUAN RENMINBI OFFSHORE (n/a) - 1.71% | SPI 200 FUTURES SEP26 XSFE 20260917 (n/a) - 2.01% |
| #11 | SK HYNIX INC (n/a) - 1.57% | UNITED STATES TREASURY NOTES 1.75% (n/a) - 1.93% |
| #12 | NATWEST GROUP PLC (n/a) - 1.55% | STATE STREET® SPDR® S&P® CHINA ETF (GXC) - 1.70% |
| #13 | BARRICK MINING CORP (n/a) - 1.54% | US DOLLAR (n/a) - 1.39% |
| #14 | LEGAL & GENERAL GROUP PLC (n/a) - 1.41% | UNITED STATES TREASURY BONDS 0.75% (n/a) - 1.32% |
| #15 | n/a (n/a) - 1.26% | UNITED STATES TREASURY BONDS 1% (n/a) - 1.02% |
| #16 | SUNCOR ENERGY INC (SU) - 1.17% | UNITED STATES TREASURY BONDS 2.375% (n/a) - 0.98% |
| #17 | LOBLAW COMPANIES LTD (n/a) - 1.10% | UNITED STATES TREASURY NOTES 2.375% (n/a) - 0.79% |
| #18 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.06% | UNITED STATES TREASURY BONDS 1.375% (n/a) - 0.74% |
| #19 | ABB LTD (n/a) - 1.00% | UNITED STATES TREASURY BONDS 0.125% (n/a) - 0.72% |
| #20 | TENCENT HOLDINGS LTD (n/a) - 1.00% | UNITED STATES TREASURY BONDS 2.125% (n/a) - 0.59% |
| #21 | RECRUIT HOLDINGS CO LTD (n/a) - 0.48% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 0.49% |
| #22 | SOFTBANK CORP (n/a) - 0.46% | UNITED STATES TREASURY BONDS 0.625% (n/a) - 0.47% |
| #23 | PRUDENTIAL PLC (n/a) - 0.45% | UNITED STATES TREASURY BONDS 0.875% (n/a) - 0.45% |
| #24 | n/a (n/a) - 0.45% | UNITED STATES TREASURY BONDS 0.25% (n/a) - 0.36% |
| #25 | HSBC HOLDINGS PLC (n/a) - 0.45% | EURO CURRENCY (n/a) - 0.07% |
| Total Holdings | 222 | 29 |
IDEQ vs ALLW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDEQ
+3.65%
ALLW
+3.10%
3M
Winner
IDEQ
+4.80%
ALLW
+1.38%
6M
Winner
IDEQ
+5.01%
ALLW
+1.85%
1Y
Winner
IDEQ
+33.95%
ALLW
+20.36%
Max(CAGR)
Winner
IDEQ
+34.86%
ALLW
+17.49%
IDEQ vs ALLW - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | ALLW |
|---|---|---|
| 2026 | +17.68% | +9.37% |
| 2025 | +11.77% | +15.08% |
IDEQ vs ALLW Drawdown Comparison
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for ALLW was -8.78%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current IDEQ drawdown is -0.11%. The current ALLW drawdown is -0.13%.
| Rank | IDEQ | ALLW |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -8.78% Apr 2, 2025 - Jun 2, 2025 |
| #2 | -6.57% Jun 22, 2026 - Aug 12, 2026 | -7.23% Feb 27, 2026 - May 6, 2026 |
| #3 | -5.01% Jun 2, 2026 - Jun 15, 2026 | -4.33% May 6, 2026 - Jun 10, 2026 |
| #4 | -4.27% Nov 12, 2025 - Dec 2, 2025 | -3.66% Jan 29, 2026 - Feb 20, 2026 |
| #5 | -3.72% May 6, 2026 - May 26, 2026 | -3.40% Oct 20, 2025 - Dec 24, 2025 |
| #6 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -1.48% Dec 26, 2025 - Jan 5, 2026 |
| #7 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -1.46% Jul 22, 2025 - Aug 7, 2025 |
| #8 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -1.41% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -1.69% Aug 17, 2026 - Aug 18, 2026 | -1.29% Mar 6, 2025 - Mar 17, 2025 |
| #10 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -1.23% Mar 19, 2025 - Apr 1, 2025 |
| #11 | -1.32% Jan 12, 2026 - Jan 21, 2026 | -1.06% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -0.97% Jun 15, 2026 - Jun 18, 2026 | -1.05% Jul 3, 2025 - Jul 21, 2025 |
| #13 | -0.83% Dec 11, 2025 - Dec 19, 2025 | -0.95% Jan 14, 2026 - Jan 21, 2026 |
| #14 | -0.79% Aug 29, 2025 - Sep 5, 2025 | -0.90% Sep 16, 2025 - Sep 29, 2025 |
| #15 | -0.76% Feb 11, 2026 - Feb 18, 2026 | -0.88% Jun 4, 2025 - Jun 11, 2025 |
Correlation
Correlation between IDEQ and ALLW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2025 - 2026)
IDEQ vs ALLW dividend yield comparison.
| Year | IDEQ | ALLW |
|---|---|---|
| 2026 | 0.78% | 0.00% |
| 2025 | 0.60% | 4.67% |
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