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
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
IDEQ
0.40%
WCMI
0.85%
Max Drawdown
Winner
IDEQ
12.95%
WCMI
20.16%
Sharpe Ratio
Winner
IDEQ
1.33
WCMI
0.95
5Y Beta
IDEQ
1.18
Winner
WCMI
0.81
IDEQ vs WCMI - Holdings Comparison
IDEQ and WCMI have 3 common holdings. Overlap is -1.31%
IDEQ's top 25 holdings weight is 42.60%. WCMI's top 25 holdings weight is 76.48%.
| Rank | IDEQ | WCMI |
|---|---|---|
| #1 | n/a (n/a) - 5.31% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.20% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.48% |
| #3 | ASML HOLDING NV (n/a) - 3.28% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 6.46% |
| #4 | SK HYNIX INC (n/a) - 2.63% | CASH (n/a) - 5.26% |
| #5 | VINCI SA (n/a) - 2.02% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.66% |
| #6 | BNP PARIBAS ACT. CAT.A (n/a) - 1.99% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.35% |
| #7 | GSK PLC (n/a) - 1.76% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.28% |
| #8 | ROCHE HOLDING AG (n/a) - 1.73% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.09% |
| #9 | JAPAN POST HOLDINGS CO LTD (n/a) - 1.70% | LOTTOMATICA GROUP SPA (n/a) - 2.96% |
| #10 | BANCO SANTANDER SA (n/a) - 1.69% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.80% |
| #11 | NATWEST GROUP PLC (n/a) - 1.50% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.67% |
| #12 | YUAN RENMINBI OFFSHORE (n/a) - 1.46% | SOCIETE GENERALE SA (n/a) - 2.66% |
| #13 | LEGAL & GENERAL GROUP PLC (n/a) - 1.35% | SONY GROUP CORP ADR (SONY) - 2.54% |
| #14 | BARRICK MINING CORP (n/a) - 1.34% | JAPAN EXCHANGE GROUP INC (n/a) - 2.15% |
| #15 | ASTRAZENECA PLC (n/a) - 1.16% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.10% |
| #16 | n/a (n/a) - 1.15% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.02% |
| #17 | LOBLAW COMPANIES LTD (n/a) - 1.14% | MIZUHO FINANCIAL GROUP INC (n/a) - 2.02% |
| #18 | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.07% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.00% |
| #19 | MITSUBISHI ELECTRIC CORP (n/a) - 1.07% | KB FINANCIAL GROUP INC (n/a) - 2.00% |
| #20 | MEDIATEK INC (n/a) - 1.03% | BAYER AG (n/a) - 1.87% |
| #21 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.01% | NOVO NORDISK AS ADR (NVO) - 1.84% |
| #22 | SUNCOR ENERGY INC (SU) - 1.01% | SLB LTD (SLB) - 1.83% |
| #23 | IPSEN SA (n/a) - 0.97% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.77% |
| #24 | ASM INTERNATIONAL NV (n/a) - 0.94% | RENTOKIL INITIAL PLC (n/a) - 1.75% |
| #25 | TENCENT HOLDINGS LTD (n/a) - 0.94% | TESCO PLC (n/a) - 1.72% |
| Total Holdings | 267 | 46 |
IDEQ vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
IDEQ
-2.58%
Winner
WCMI
-0.30%
3M
IDEQ
+1.86%
Winner
WCMI
+5.99%
6M
Winner
IDEQ
+8.74%
WCMI
+7.40%
1Y
Winner
IDEQ
+26.87%
WCMI
+23.61%
Max(CAGR)
Winner
IDEQ
+31.43%
WCMI
+21.30%
IDEQ vs WCMI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | WCMI |
|---|---|---|
| 2026 | +11.45% | +11.49% |
| 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 IDEQ drawdown is -4.82%. The current WCMI drawdown is -2.95%.
| Rank | IDEQ | WCMI |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -5.01% Jun 2, 2026 - Jun 15, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -4.82% Jun 22, 2026 - Jul 13, 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 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #6 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #7 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #8 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -3.47% Jun 22, 2026 - Jun 24, 2026 |
| #9 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -1.32% Jan 12, 2026 - Jan 21, 2026 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -0.97% Jun 15, 2026 - Jun 18, 2026 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -0.83% Dec 11, 2025 - Dec 19, 2025 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -0.79% Aug 29, 2025 - Sep 5, 2025 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -0.76% Feb 11, 2026 - Feb 18, 2026 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between IDEQ and WCMI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
IDEQ vs WCMI dividend yield comparison.
| Year | IDEQ | WCMI |
|---|---|---|
| 2026 | 0.83% | 0.24% |
| 2025 | 0.60% | 0.78% |
| 2024 | 0.00% | 15.26% |
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