IDEQ vs IBTJ
Comparison between LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF) and ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF).
IDEQ vs IBTJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEQ
$1.20B
IBTJ
$1.20B
Expense Ratio
IDEQ
0.40%
Winner
IBTJ
0.07%
Max Drawdown
Winner
IDEQ
12.95%
IBTJ
23.49%
Sharpe Ratio
Winner
IDEQ
1.71
IBTJ
0.08
5Y Beta
IDEQ
1.13
Winner
IBTJ
-0.02
5Y Dividends CAGR
IDEQ
N/A
IBTJ
35.65%
IDEQ vs IBTJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDEQ
+1.73%
IBTJ
-0.60%
3M
Winner
IDEQ
+0.17%
IBTJ
-1.09%
6M
Winner
IDEQ
+22.12%
IBTJ
-0.03%
1Y
IDEQ
N/A
IBTJ
+3.70%
5Y(CAGR)
IDEQ
N/A
IBTJ
+0.02%
Max(CAGR)
Winner
IDEQ
+39.64%
IBTJ
-0.14%
IDEQ vs IBTJ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | IBTJ |
|---|---|---|
| 2026 | +12.03% | -0.23% |
| 2025 | +11.77% | +6.89% |
| 2024 | N/A | +2.10% |
| 2023 | N/A | +3.96% |
| 2022 | N/A | -11.80% |
| 2021 | N/A | -3.59% |
| 2020 | N/A | +3.50% |
IDEQ vs IBTJ Drawdown Comparison
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IDEQ drawdown is -1.76%. The current IBTJ drawdown is -6.44%.
| Rank | IDEQ | IBTJ |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -20.19% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -4.27% Nov 12, 2025 - Dec 2, 2025 | -5.30% Mar 9, 2020 - Apr 3, 2020 |
| #3 | -3.72% May 6, 2026 - May 19, 2026 | -2.27% Apr 21, 2020 - Jul 21, 2020 |
| #4 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -1.20% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -0.25% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -0.24% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -0.10% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -1.32% Jan 12, 2026 - Jan 21, 2026 | N/A |
| #9 | -0.83% Dec 11, 2025 - Dec 19, 2025 | N/A |
| #10 | -0.79% Aug 29, 2025 - Sep 5, 2025 | N/A |
| #11 | -0.76% Feb 11, 2026 - Feb 18, 2026 | N/A |
| #12 | -0.69% Dec 26, 2025 - Jan 2, 2026 | N/A |
| #13 | -0.49% Sep 11, 2025 - Sep 15, 2025 | N/A |
| #14 | -0.41% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -0.38% Oct 1, 2025 - Oct 3, 2025 | N/A |
Correlation
Correlation between IDEQ and IBTJ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2020 - 2026)
IDEQ vs IBTJ dividend yield comparison.
| Year | IDEQ | IBTJ |
|---|---|---|
| 2026 | 0.00% | 1.25% |
| 2025 | 0.60% | 3.78% |
| 2024 | 0.00% | 3.95% |
| 2023 | 0.00% | 3.48% |
| 2022 | 0.00% | 1.86% |
| 2021 | 0.00% | 0.74% |
| 2020 | 0.00% | 0.61% |
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