IVOV vs IDEQ
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
IVOV vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.50B
Winner
IDEQ
$1.60B
Expense Ratio
Winner
IVOV
0.10%
IDEQ
0.40%
Max Drawdown
IVOV
45.99%
Winner
IDEQ
12.95%
Sharpe Ratio
IVOV
1.26
Winner
IDEQ
1.48
5Y Beta
Winner
IVOV
0.88
IDEQ
1.18
P/E Ratio
IVOV
21.09
IDEQ
N/A
Forward P/E
IVOV
14.50
IDEQ
N/A
PEG Ratio
IVOV
0.08
IDEQ
N/A
5Y Dividends CAGR
IVOV
17.11%
IDEQ
N/A
5Y EPS CAGR
IVOV
9.46%
IDEQ
N/A
Debt to Equity
IVOV
43.79%
IDEQ
N/A
P/S Ratio
IVOV
1.10
IDEQ
N/A
P/B Ratio
IVOV
2.11
IDEQ
N/A
IVOV vs IDEQ - Holdings Comparison
IVOV and IDEQ have 1 common holdings. Overlap is -1.74%
IVOV's top 25 holdings weight is 20.42%. IDEQ's top 25 holdings weight is 39.37%.
| Rank | IVOV | IDEQ |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.29% | n/a (n/a) - 4.86% |
| #2 | TD SYNNEX CORP (SNX) - 1.15% | ASML HOLDING NV (n/a) - 2.85% |
| #3 | RELIANCE INC (RS) - 1.09% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.77% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.01% | BNP PARIBAS ACT. CAT.A (n/a) - 2.21% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 0.97% | VINCI SA (n/a) - 2.04% |
| #6 | ENTEGRIS INC (ENTG) - 0.94% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.99% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.94% | ROCHE HOLDING AG (n/a) - 1.95% |
| #8 | REGAL REXNORD CORP (RRX) - 0.91% | BANCO SANTANDER SA (n/a) - 1.76% |
| #9 | TOLL BROTHERS INC (TOL) - 0.90% | SK HYNIX INC (n/a) - 1.75% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.87% | GSK PLC (n/a) - 1.75% |
| #11 | ARAMARK (ARMK) - 0.86% | YUAN RENMINBI OFFSHORE (n/a) - 1.74% |
| #12 | WATSCO INC ORDINARY SHARES (WSO) - 0.84% | NATWEST GROUP PLC (n/a) - 1.61% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.83% | LEGAL & GENERAL GROUP PLC (n/a) - 1.44% |
| #14 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.83% | BARRICK MINING CORP (n/a) - 1.43% |
| #15 | OVINTIV INC (OVV) - 0.83% | n/a (n/a) - 1.34% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.80% | SUNCOR ENERGY INC (SU) - 1.26% |
| #17 | ALCOA CORP (AA) - 0.79% | LOBLAW COMPANIES LTD (n/a) - 1.18% |
| #18 | BORGWARNER INC (BWA) - 0.78% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.10% |
| #19 | UNUM GROUP (UNM) - 0.75% | TENCENT HOLDINGS LTD (n/a) - 1.06% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.74% | ASTRAZENECA PLC (n/a) - 0.99% |
| #21 | n/a (VNOM) - 0.47% | SOFTBANK CORP (n/a) - 0.47% |
| #22 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% | n/a (n/a) - 0.47% |
| #23 | APTARGROUP INC (ATR) - 0.46% | BHP GROUP LTD (n/a) - 0.46% |
| #24 | MAPLEBEAR INC (CART) - 0.45% | n/a (n/a) - 0.45% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 0.45% | ROYAL BANK OF CANADA (RY) - 0.44% |
| Total Holdings | 263 | 224 |
IVOV vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
IVOV
+2.99%
Winner
IDEQ
+3.40%
3M
Winner
IVOV
+6.93%
IDEQ
+4.22%
6M
IVOV
+5.31%
Winner
IDEQ
+7.63%
1Y
IVOV
+24.06%
Winner
IDEQ
+33.06%
5Y(CAGR)
IVOV
+9.27%
IDEQ
N/A
10Y(CAGR)
IVOV
+10.56%
IDEQ
N/A
Max(CAGR)
IVOV
+11.85%
Winner
IDEQ
+35.55%
IVOV vs IDEQ - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | IDEQ |
|---|---|---|
| 2026 | +13.91% | +16.90% |
| 2025 | +8.18% | +11.77% |
| 2024 | +11.61% | N/A |
| 2023 | +15.41% | N/A |
| 2022 | -7.77% | N/A |
| 2021 | +32.83% | N/A |
| 2020 | +3.84% | N/A |
| 2019 | +25.70% | N/A |
| 2018 | -12.80% | N/A |
| 2017 | +11.29% | N/A |
| 2016 | +27.78% | N/A |
| 2015 | -6.70% | N/A |
| 2014 | +13.43% | N/A |
| 2013 | +31.27% | N/A |
| 2012 | +16.70% | N/A |
| 2011 | -3.33% | N/A |
| 2010 | +18.19% | N/A |
IVOV vs IDEQ Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IVOV drawdown is -0.61%. The current IDEQ drawdown is -0.17%.
| Rank | IVOV | IDEQ |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between IVOV and IDEQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
IVOV vs IDEQ dividend yield comparison.
| Year | IVOV | IDEQ |
|---|---|---|
| 2026 | 0.00% | 0.79% |
| 2025 | 1.82% | 0.60% |
| 2024 | 1.74% | 0.00% |
| 2023 | 1.52% | 0.00% |
| 2022 | 1.97% | 0.00% |
| 2021 | 1.78% | 0.00% |
| 2020 | 2.42% | 0.00% |
| 2019 | 1.75% | 0.00% |
| 2018 | 1.87% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 1.51% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.47% | 0.00% |
| 2013 | 0.85% | 0.00% |
| 2012 | 1.64% | 0.00% |
| 2011 | 1.40% | 0.00% |
| 2010 | 0.86% | 0.00% |
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