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
$1.40B
IDEQ
$1.40B
Expense Ratio
Winner
IVOV
0.10%
IDEQ
0.40%
Max Drawdown
IVOV
45.99%
Winner
IDEQ
12.95%
Sharpe Ratio
IVOV
1.12
Winner
IDEQ
1.54
5Y Beta
Winner
IVOV
0.89
IDEQ
1.18
P/E Ratio
IVOV
22.45
IDEQ
N/A
Forward P/E
IVOV
14.03
IDEQ
N/A
PEG Ratio
IVOV
0.06
IDEQ
N/A
5Y Dividends CAGR
IVOV
17.11%
IDEQ
N/A
5Y EPS CAGR
IVOV
9.82%
IDEQ
N/A
Debt to Equity
IVOV
44.75%
IDEQ
N/A
P/S Ratio
IVOV
1.02
IDEQ
N/A
P/B Ratio
IVOV
2.00
IDEQ
N/A
IVOV vs IDEQ - Holdings Comparison
IVOV and IDEQ have 1 common holdings. Overlap is -1.42%
IVOV's top 25 holdings weight is 20.32%. IDEQ's top 25 holdings weight is 41.64%.
| Rank | IVOV | IDEQ |
|---|---|---|
| #1 | ALCOA CORP (AA) - 1.19% | n/a (n/a) - 4.94% |
| #2 | RELIANCE INC (RS) - 1.18% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.84% |
| #3 | TD SYNNEX CORP (SNX) - 1.16% | ASML HOLDING NV (n/a) - 3.24% |
| #4 | US FOODS HOLDING CORP (USFD) - 1.07% | SK HYNIX INC (n/a) - 2.56% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.04% | VINCI SA (n/a) - 2.07% |
| #6 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93% | BNP PARIBAS ACT. CAT.A (n/a) - 1.95% |
| #7 | OVINTIV INC (OVV) - 0.92% | GSK PLC (n/a) - 1.74% |
| #8 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.92% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.67% |
| #9 | BORGWARNER INC (BWA) - 0.88% | BANCO SANTANDER SA (n/a) - 1.62% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.87% | ROCHE HOLDING AG (n/a) - 1.58% |
| #11 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.84% | YUAN RENMINBI OFFSHORE (n/a) - 1.42% |
| #12 | ARAMARK (ARMK) - 0.83% | NATWEST GROUP PLC (n/a) - 1.37% |
| #13 | REGAL REXNORD CORP (RRX) - 0.79% | BARRICK MINING CORP (n/a) - 1.36% |
| #14 | JONES LANG LASALLE INC (JLL) - 0.79% | LEGAL & GENERAL GROUP PLC (n/a) - 1.30% |
| #15 | TOLL BROTHERS INC (TOL) - 0.78% | n/a (n/a) - 1.16% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.78% | MEDIATEK INC (n/a) - 1.09% |
| #17 | WATSCO INC ORDINARY SHARES (WSO) - 0.76% | ASTRAZENECA PLC (n/a) - 1.07% |
| #18 | ENTEGRIS INC (ENTG) - 0.75% | LOBLAW COMPANIES LTD (n/a) - 1.02% |
| #19 | SAIA INC (SAIA) - 0.75% | MITSUBISHI ELECTRIC CORP (n/a) - 1.01% |
| #20 | UNUM GROUP (UNM) - 0.75% | BOC HONG KONG HOLDINGS LTD (n/a) - 0.99% |
| #21 | NEXTPOWER INC CLASS A (NXT) - 0.48% | ASM INTERNATIONAL NV (n/a) - 0.96% |
| #22 | CARLISLE COMPANIES INC (CSL) - 0.48% | TENCENT HOLDINGS LTD (n/a) - 0.93% |
| #23 | BURLINGTON STORES INC (BURL) - 0.47% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.93% |
| #24 | CLEVELAND-CLIFFS INC (CLF) - 0.46% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.93% |
| #25 | VOYA FINANCIAL INC (VOYA) - 0.45% | ABB LTD (n/a) - 0.89% |
| Total Holdings | 267 | 269 |
IVOV vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOV
+2.93%
IDEQ
+1.28%
3M
Winner
IVOV
+11.19%
IDEQ
+10.71%
6M
IVOV
+8.95%
Winner
IDEQ
+15.07%
1Y
IVOV
+20.61%
Winner
IDEQ
+29.17%
5Y(CAGR)
IVOV
+9.44%
IDEQ
N/A
10Y(CAGR)
IVOV
+11.76%
IDEQ
N/A
Max(CAGR)
IVOV
+13.11%
Winner
IDEQ
+36.85%
IVOV vs IDEQ - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | IDEQ |
|---|---|---|
| 2026 | +9.48% | +13.47% |
| 2025 | +8.18% | +11.77% |
| 2024 | +11.61% | N/A |
| 2023 | +15.41% | N/A |
| 2022 | -5.96% | N/A |
| 2021 | +35.23% | N/A |
| 2020 | +6.33% | N/A |
| 2019 | +27.89% | N/A |
| 2018 | -11.29% | N/A |
| 2017 | +12.99% | N/A |
| 2016 | +29.71% | N/A |
| 2015 | -5.18% | N/A |
| 2014 | +15.08% | N/A |
| 2013 | +32.39% | N/A |
| 2012 | +18.58% | N/A |
| 2011 | -2.01% | N/A |
| 2010 | +19.20% | 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 -1.21%. The current IDEQ drawdown is -3.09%.
| 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 14, 2012 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #3 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #4 | -21.40% Aug 29, 2018 - Oct 29, 2019 | -3.72% May 6, 2026 - May 26, 2026 |
| #5 | -19.92% Jun 23, 2015 - Jun 2, 2016 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -19.29% Jan 4, 2022 - Jan 13, 2023 | -3.09% Jun 22, 2026 - Jun 23, 2026 |
| #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 - Dec 29, 2021 | -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 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
IVOV vs IDEQ dividend yield comparison.
| Year | IVOV | IDEQ |
|---|---|---|
| 2026 | 0.00% | 0.81% |
| 2025 | 1.82% | 0.60% |
| 2024 | 1.74% | 0.00% |
| 2023 | 1.52% | 0.00% |
| 2022 | 3.94% | 0.00% |
| 2021 | 3.56% | 0.00% |
| 2020 | 4.84% | 0.00% |
| 2019 | 3.50% | 0.00% |
| 2018 | 3.73% | 0.00% |
| 2017 | 3.10% | 0.00% |
| 2016 | 3.02% | 0.00% |
| 2015 | 3.33% | 0.00% |
| 2014 | 2.93% | 0.00% |
| 2013 | 1.70% | 0.00% |
| 2012 | 3.29% | 0.00% |
| 2011 | 2.79% | 0.00% |
| 2010 | 1.73% | 0.00% |
Select Stocks to Compare
Popular: IVOV vs SPYIDEQ vs SPY
More Comparisons
Compare with similar stocks