IDEQ vs IWC
Comparison between LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
IDEQ vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEQ
$1.40B
IWC
$1.40B
Expense Ratio
Winner
IDEQ
0.40%
IWC
0.60%
Max Drawdown
Winner
IDEQ
12.95%
IWC
65.20%
Sharpe Ratio
IDEQ
1.66
Winner
IWC
1.69
5Y Beta
Winner
IDEQ
1.18
IWC
1.19
P/E Ratio
IDEQ
N/A
IWC
-27.24
Forward P/E
IDEQ
N/A
IWC
13.52
5Y Dividends CAGR
IDEQ
N/A
IWC
11.12%
5Y EPS CAGR
IDEQ
N/A
IWC
5.16%
Debt to Equity
IDEQ
N/A
IWC
-17.52%
P/S Ratio
IDEQ
N/A
IWC
1.54
P/B Ratio
IDEQ
N/A
IWC
2.23
IDEQ vs IWC - Holdings Comparison
IDEQ and IWC have 1 common holdings. Overlap is -1.38%
IDEQ's top 25 holdings weight is 40.30%. IWC's top 25 holdings weight is 21.60%.
| Rank | IDEQ | IWC |
|---|---|---|
| #1 | n/a (n/a) - 4.68% | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.64% | APPLIED DIGITAL CORP (APLD) - 1.98% |
| #3 | ASML HOLDING NV (n/a) - 2.81% | n/a (PRAX) - 1.61% |
| #4 | SK HYNIX INC (n/a) - 2.48% | AXT INC (AXTI) - 1.54% |
| #5 | VINCI SA (n/a) - 2.02% | TERAWULF INC (WULF) - 1.43% |
| #6 | BNP PARIBAS ACT. CAT.A (n/a) - 1.83% | CIPHER DIGITAL INC (CIFR) - 1.29% |
| #7 | GSK PLC (n/a) - 1.68% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% |
| #8 | JAPAN POST HOLDINGS CO LTD (n/a) - 1.60% | CELCUITY INC (CELC) - 0.88% |
| #9 | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.59% | COGENT BIOSCIENCES INC (COGT) - 0.85% |
| #10 | BANCO SANTANDER SA (n/a) - 1.49% | ENERGY FUELS INC (n/a) - 0.77% |
| #11 | YUAN RENMINBI OFFSHORE (n/a) - 1.38% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% |
| #12 | n/a (n/a) - 1.32% | NLIGHT INC (LASR) - 0.68% |
| #13 | LEGAL & GENERAL GROUP PLC (n/a) - 1.26% | TUTOR PERINI CORP (TPC) - 0.59% |
| #14 | MEDIATEK INC (n/a) - 1.23% | BEL FUSE INC CLASS B (BELFB) - 0.58% |
| #15 | NATWEST GROUP PLC (n/a) - 1.21% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% |
| #16 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% |
| #17 | ASTRAZENECA PLC (n/a) - 1.12% | INNODATA INC (INOD) - 0.53% |
| #18 | MITSUBISHI ELECTRIC CORP (n/a) - 1.08% | ORUKA THERAPEUTICS INC (ORKA) - 0.51% |
| #19 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% | PENGUIN SOLUTIONS INC (PENG) - 0.50% |
| #20 | LOBLAW COMPANIES LTD (n/a) - 1.02% | AEHR TEST SYSTEMS (AEHR) - 0.50% |
| #21 | DELTA ELECTRONICS INC (n/a) - 0.98% | VISTANCE NETWORKS INC (VISN) - 0.49% |
| #22 | TENCENT HOLDINGS LTD (n/a) - 0.94% | ASTRONICS CORP (ATRO) - 0.46% |
| #23 | BARRICK MINING CORP (n/a) - 0.93% | DIGI INTERNATIONAL INC (DGII) - 0.45% |
| #24 | SUN LIFE FINANCIAL INC (SLF) - 0.92% | CECO ENVIRONMENTAL CORP (CECO) - 0.44% |
| #25 | UNICREDIT SPA (n/a) - 0.92% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% |
| Total Holdings | 273 | 1249 |
IDEQ vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
IDEQ
+1.96%
Winner
IWC
+2.18%
3M
IDEQ
+10.40%
Winner
IWC
+17.15%
6M
Winner
IDEQ
+19.26%
IWC
+16.17%
1Y
IDEQ
N/A
IWC
+52.59%
5Y(CAGR)
IDEQ
N/A
IWC
+5.26%
10Y(CAGR)
IDEQ
N/A
IWC
+11.56%
Max(CAGR)
Winner
IDEQ
+39.94%
IWC
+7.80%
IDEQ vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | IWC |
|---|---|---|
| 2026 | +14.40% | +19.45% |
| 2025 | +11.77% | +22.31% |
| 2024 | N/A | +14.33% |
| 2023 | N/A | +9.83% |
| 2022 | N/A | -23.36% |
| 2021 | N/A | +19.37% |
| 2020 | N/A | +21.33% |
| 2019 | N/A | +20.16% |
| 2018 | N/A | -14.02% |
| 2017 | N/A | +12.24% |
| 2016 | N/A | +23.81% |
| 2015 | N/A | -4.75% |
| 2014 | N/A | +4.30% |
| 2013 | N/A | +40.53% |
| 2012 | N/A | +17.20% |
| 2011 | N/A | -11.41% |
| 2010 | N/A | +25.96% |
| 2009 | N/A | +23.05% |
| 2008 | N/A | -38.31% |
| 2007 | N/A | -8.99% |
| 2006 | N/A | +13.12% |
| 2005 | N/A | +2.82% |
IDEQ vs IWC Drawdown Comparison
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current IDEQ drawdown is -1.01%. The current IWC drawdown is -1.89%.
| Rank | IDEQ | IWC |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -5.01% Jun 2, 2026 - Jun 10, 2026 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -4.27% Nov 12, 2025 - Dec 2, 2025 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -3.72% May 6, 2026 - May 26, 2026 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -1.32% Jan 12, 2026 - Jan 21, 2026 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -0.83% Dec 11, 2025 - Dec 19, 2025 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -0.79% Aug 29, 2025 - Sep 5, 2025 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -0.76% Feb 11, 2026 - Feb 18, 2026 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -0.59% May 26, 2026 - Jun 2, 2026 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -0.49% Sep 11, 2025 - Sep 15, 2025 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between IDEQ and IWC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
IDEQ vs IWC dividend yield comparison.
| Year | IDEQ | IWC |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.60% | 1.10% |
| 2024 | 0.00% | 1.06% |
| 2023 | 0.00% | 1.17% |
| 2022 | 0.00% | 1.18% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 1.19% |
| 2018 | 0.00% | 1.01% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 1.49% |
| 2014 | 0.00% | 1.11% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.21% |
| 2010 | 0.00% | 0.82% |
| 2009 | 0.00% | 0.82% |
| 2008 | 0.00% | 1.31% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.51% |
| 2005 | 0.00% | 0.19% |
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