IDEQ vs WCMI
Comparison between LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
IDEQ vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEQ
$1.60B
Winner
WCMI
$1.80B
Expense Ratio
Winner
IDEQ
0.40%
WCMI
0.85%
Max Drawdown
Winner
IDEQ
12.95%
WCMI
20.16%
Sharpe Ratio
Winner
IDEQ
1.46
WCMI
1.12
5Y Beta
IDEQ
1.17
Winner
WCMI
0.82
IDEQ vs WCMI - Holdings Comparison
IDEQ and WCMI have 2 common holdings. Overlap is -1.54%
IDEQ's top 25 holdings weight is 42.00%. WCMI's top 25 holdings weight is 74.96%.
| Rank | IDEQ | WCMI |
|---|---|---|
| #1 | n/a (n/a) - 4.89% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.84% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.06% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 6.79% |
| #3 | ASML HOLDING NV (n/a) - 2.94% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.09% |
| #4 | ROCHE HOLDING AG (n/a) - 2.09% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 4.13% |
| #5 | JAPAN POST HOLDINGS CO LTD (n/a) - 2.06% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.97% |
| #6 | BNP PARIBAS ACT. CAT.A (n/a) - 2.02% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.19% |
| #7 | YUAN RENMINBI OFFSHORE (n/a) - 1.99% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.07% |
| #8 | VINCI SA (n/a) - 1.91% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.99% |
| #9 | SK HYNIX INC (n/a) - 1.86% | LOTTOMATICA GROUP SPA (n/a) - 2.88% |
| #10 | BARRICK MINING CORP (n/a) - 1.83% | SOCIETE GENERALE SA (n/a) - 2.82% |
| #11 | BANCO SANTANDER SA (n/a) - 1.72% | TESCO PLC (n/a) - 2.80% |
| #12 | GSK PLC (n/a) - 1.71% | SONY GROUP CORP ADR (SONY) - 2.76% |
| #13 | NATWEST GROUP PLC (n/a) - 1.50% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.70% |
| #14 | LOBLAW COMPANIES LTD (n/a) - 1.24% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.56% |
| #15 | n/a (n/a) - 1.22% | JAPAN EXCHANGE GROUP INC (n/a) - 2.33% |
| #16 | SUNCOR ENERGY INC (SU) - 1.18% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.30% |
| #17 | LEGAL & GENERAL GROUP PLC (n/a) - 1.13% | KB FINANCIAL GROUP INC (n/a) - 2.28% |
| #18 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.04% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.15% |
| #19 | ASTRAZENECA PLC (n/a) - 1.02% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.11% |
| #20 | MANULIFE FINANCIAL CORP (MFC) - 0.97% | SK HYNIX INC ADR (SKHY) - 2.05% |
| #21 | IPSEN SA (n/a) - 0.95% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.02% |
| #22 | ABB LTD (n/a) - 0.95% | SLB LTD (SLB) - 1.95% |
| #23 | TENCENT HOLDINGS LTD (n/a) - 0.92% | BAYER AG (n/a) - 1.84% |
| #24 | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 0.91% | HALEON PLC (n/a) - 1.68% |
| #25 | CAIXABANK SA (n/a) - 0.89% | NOVO NORDISK AS ADR (NVO) - 1.66% |
| Total Holdings | 269 | 47 |
IDEQ vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDEQ
+2.51%
WCMI
+1.12%
3M
Winner
IDEQ
+3.03%
WCMI
+2.03%
6M
IDEQ
+9.31%
Winner
WCMI
+12.55%
1Y
Winner
IDEQ
+34.74%
WCMI
+27.67%
Max(CAGR)
Winner
IDEQ
+34.11%
WCMI
+21.68%
IDEQ vs WCMI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | WCMI |
|---|---|---|
| 2026 | +18.36% | +15.34% |
| 2025 | +11.77% | +30.97% |
| 2024 | N/A | -5.05% |
IDEQ vs WCMI Drawdown Comparison
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current WCMI drawdown is -0.85%.
| Rank | IDEQ | WCMI |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -6.57% Jun 22, 2026 - Aug 12, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -5.01% Jun 2, 2026 - Jun 15, 2026 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -4.27% Nov 12, 2025 - Dec 2, 2025 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -3.72% May 6, 2026 - May 26, 2026 | -6.81% Jun 22, 2026 - Aug 12, 2026 |
| #6 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -1.80% Aug 25, 2026 - Sep 4, 2026 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -1.69% Aug 17, 2026 - Aug 25, 2026 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -3.08% Aug 14, 2026 - Sep 1, 2026 |
| #12 | -1.32% Jan 12, 2026 - Jan 21, 2026 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #13 | -0.97% Jun 15, 2026 - Jun 18, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #14 | -0.83% Dec 11, 2025 - Dec 19, 2025 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #15 | -0.79% Aug 29, 2025 - Sep 5, 2025 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
Correlation
Correlation between IDEQ and WCMI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
IDEQ vs WCMI dividend yield comparison.
| Year | IDEQ | WCMI |
|---|---|---|
| 2026 | 0.78% | 0.24% |
| 2025 | 0.60% | 0.78% |
| 2024 | 0.00% | 15.26% |
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