IDU vs IDEQ
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
IDU vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
IDEQ
$1.40B
Expense Ratio
Winner
IDU
0.38%
IDEQ
0.40%
Max Drawdown
IDU
56.36%
Winner
IDEQ
12.95%
Sharpe Ratio
IDU
0.68
Winner
IDEQ
1.54
5Y Beta
Winner
IDU
0.32
IDEQ
1.18
P/E Ratio
IDU
21.77
IDEQ
N/A
Forward P/E
IDU
18.86
IDEQ
N/A
PEG Ratio
IDU
-0.27
IDEQ
N/A
5Y Dividends CAGR
IDU
1.91%
IDEQ
N/A
5Y EPS CAGR
IDU
13.28%
IDEQ
N/A
Debt to Equity
IDU
118.11%
IDEQ
N/A
P/S Ratio
IDU
2.90
IDEQ
N/A
P/B Ratio
IDU
2.44
IDEQ
N/A
IDU vs IDEQ - Holdings Comparison
IDU and IDEQ have 1 common holdings. Overlap is -1.42%
IDU's top 25 holdings weight is 84.14%. IDEQ's top 25 holdings weight is 41.64%.
| Rank | IDU | IDEQ |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.26% | n/a (n/a) - 4.94% |
| #2 | SOUTHERN CO (SO) - 6.46% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.84% |
| #3 | DUKE ENERGY CORP (DUK) - 6.10% | ASML HOLDING NV (n/a) - 3.24% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.16% | SK HYNIX INC (n/a) - 2.56% |
| #5 | WASTE MANAGEMENT INC (WM) - 5.14% | VINCI SA (n/a) - 2.07% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.36% | BNP PARIBAS ACT. CAT.A (n/a) - 1.95% |
| #7 | SEMPRA (SRE) - 3.73% | GSK PLC (n/a) - 1.74% |
| #8 | DOMINION ENERGY INC (D) - 3.59% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.67% |
| #9 | VISTRA CORP (VST) - 3.19% | BANCO SANTANDER SA (n/a) - 1.62% |
| #10 | ENTERGY CORP (ETR) - 3.10% | ROCHE HOLDING AG (n/a) - 1.58% |
| #11 | XCEL ENERGY INC (XEL) - 2.95% | YUAN RENMINBI OFFSHORE (n/a) - 1.42% |
| #12 | EXELON CORP (EXC) - 2.91% | NATWEST GROUP PLC (n/a) - 1.37% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.67% | BARRICK MINING CORP (n/a) - 1.36% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | LEGAL & GENERAL GROUP PLC (n/a) - 1.30% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.42% | n/a (n/a) - 1.16% |
| #16 | WEC ENERGY GROUP INC (WEC) - 2.33% | MEDIATEK INC (n/a) - 1.09% |
| #17 | PG&E CORP (PCG) - 2.32% | ASTRAZENECA PLC (n/a) - 1.07% |
| #18 | DTE ENERGY CO (DTE) - 1.91% | LOBLAW COMPANIES LTD (n/a) - 1.02% |
| #19 | AMEREN CORP (AEE) - 1.85% | MITSUBISHI ELECTRIC CORP (n/a) - 1.01% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.75% | BOC HONG KONG HOLDINGS LTD (n/a) - 0.99% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.74% | ASM INTERNATIONAL NV (n/a) - 0.96% |
| #22 | ATMOS ENERGY CORP (ATO) - 1.73% | TENCENT HOLDINGS LTD (n/a) - 0.93% |
| #23 | PPL CORP (PPL) - 1.68% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.93% |
| #24 | NRG ENERGY INC (NRG) - 1.68% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.93% |
| #25 | EVERSOURCE ENERGY (ES) - 1.64% | ABB LTD (n/a) - 0.89% |
| Total Holdings | 46 | 269 |
IDU vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
IDU
+0.09%
Winner
IDEQ
+1.28%
3M
IDU
+1.02%
Winner
IDEQ
+10.71%
6M
IDU
+6.40%
Winner
IDEQ
+15.07%
1Y
IDU
+11.67%
Winner
IDEQ
+29.17%
5Y(CAGR)
IDU
+10.36%
IDEQ
N/A
10Y(CAGR)
IDU
+10.34%
IDEQ
N/A
Max(CAGR)
IDU
+10.70%
Winner
IDEQ
+36.85%
IDU vs IDEQ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | IDEQ |
|---|---|---|
| 2026 | +5.17% | +13.47% |
| 2025 | +14.69% | +11.77% |
| 2024 | +21.91% | N/A |
| 2023 | -4.94% | N/A |
| 2022 | +1.28% | N/A |
| 2021 | +19.75% | N/A |
| 2020 | +2.64% | N/A |
| 2019 | +30.23% | N/A |
| 2018 | +7.79% | N/A |
| 2017 | +15.26% | N/A |
| 2016 | +20.53% | N/A |
| 2015 | -1.47% | N/A |
| 2014 | +33.40% | N/A |
| 2013 | +16.54% | N/A |
| 2012 | +6.28% | N/A |
| 2011 | +22.22% | N/A |
| 2010 | +11.08% | N/A |
| 2009 | +14.64% | N/A |
| 2008 | -27.37% | N/A |
| 2007 | +19.11% | N/A |
| 2006 | +21.83% | N/A |
| 2005 | +19.80% | N/A |
| 2004 | +27.08% | N/A |
| 2003 | +25.75% | N/A |
| 2002 | -19.69% | N/A |
| 2001 | -21.18% | N/A |
| 2000 | +33.18% | N/A |
IDU vs IDEQ Drawdown Comparison
The maximum drawdown for IDU was -51.29%, occurring on Oct 9, 2002. Recovery took 1000 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IDU drawdown is -4.57%. The current IDEQ drawdown is -3.09%.
| Rank | IDU | IDEQ |
|---|---|---|
| #1 | -51.29% Dec 28, 2000 - Dec 23, 2004 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -45.86% Dec 10, 2007 - May 10, 2011 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #3 | -36.18% Feb 18, 2020 - Apr 16, 2021 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -3.72% May 6, 2026 - May 26, 2026 |
| #5 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -14.91% Nov 14, 2017 - Aug 16, 2018 | -3.09% Jun 22, 2026 - Jun 23, 2026 |
| #7 | -14.67% Jan 29, 2015 - Feb 1, 2016 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -12.20% Jul 21, 2011 - Sep 20, 2011 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -12.07% Oct 3, 2005 - Jul 3, 2006 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -11.45% Jul 6, 2016 - Feb 24, 2017 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -10.83% May 21, 2007 - Oct 31, 2007 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -10.77% Apr 30, 2013 - Jan 30, 2014 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -9.85% Nov 29, 2024 - May 16, 2025 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -9.33% Jun 30, 2014 - Oct 22, 2014 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between IDU and IDEQ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2000 - 2026)
IDU vs IDEQ dividend yield comparison.
| Year | IDU | IDEQ |
|---|---|---|
| 2026 | 1.10% | 0.81% |
| 2025 | 2.23% | 0.60% |
| 2024 | 2.29% | 0.00% |
| 2023 | 2.79% | 0.00% |
| 2022 | 2.39% | 0.00% |
| 2021 | 2.39% | 0.00% |
| 2020 | 5.13% | 0.00% |
| 2019 | 5.41% | 0.00% |
| 2018 | 5.61% | 0.00% |
| 2017 | 5.23% | 0.00% |
| 2016 | 6.35% | 0.00% |
| 2015 | 8.44% | 0.00% |
| 2014 | 5.76% | 0.00% |
| 2013 | 6.73% | 0.00% |
| 2012 | 6.95% | 0.00% |
| 2011 | 6.56% | 0.00% |
| 2010 | 7.53% | 0.00% |
| 2009 | 7.44% | 0.00% |
| 2008 | 7.36% | 0.00% |
| 2007 | 4.61% | 0.00% |
| 2006 | 4.96% | 0.00% |
| 2005 | 5.72% | 0.00% |
| 2004 | 5.66% | 0.00% |
| 2003 | 6.26% | 0.00% |
| 2002 | 8.63% | 0.00% |
| 2001 | 6.40% | 0.00% |
| 2000 | 2.83% | 0.00% |
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