IWC vs IDEQ
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
IWC vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.50B
IDEQ
$1.50B
Expense Ratio
IWC
0.60%
Winner
IDEQ
0.40%
Max Drawdown
IWC
65.20%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
IWC
1.66
IDEQ
1.42
5Y Beta
IWC
1.19
Winner
IDEQ
1.18
P/E Ratio
IWC
-12.43
IDEQ
N/A
Forward P/E
IWC
10.60
IDEQ
N/A
5Y Dividends CAGR
IWC
13.56%
IDEQ
N/A
5Y EPS CAGR
IWC
0.24%
IDEQ
N/A
Debt to Equity
IWC
43.57%
IDEQ
N/A
P/S Ratio
IWC
1.22
IDEQ
N/A
P/B Ratio
IWC
1.73
IDEQ
N/A
IWC vs IDEQ - Holdings Comparison
IWC and IDEQ have 1 common holdings. Overlap is -1.38%
IWC's top 25 holdings weight is 10.56%. IDEQ's top 25 holdings weight is 39.23%.
| Rank | IWC | IDEQ |
|---|---|---|
| #1 | PENGUIN SOLUTIONS INC (PENG) - 0.67% | n/a (n/a) - 5.03% |
| #2 | OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.59% | ASML HOLDING NV (n/a) - 3.21% |
| #3 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.56% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.94% |
| #4 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.52% | BNP PARIBAS ACT. CAT.A (n/a) - 2.09% |
| #5 | BANDWIDTH INC CLASS A (BAND) - 0.48% | SK HYNIX INC (n/a) - 2.01% |
| #6 | INNODATA INC (INOD) - 0.47% | JAPAN POST HOLDINGS CO LTD (n/a) - 2.00% |
| #7 | CAREDX INC (CDNA) - 0.45% | VINCI SA (n/a) - 1.94% |
| #8 | INTERFACE INC (TILE) - 0.44% | ROCHE HOLDING AG (n/a) - 1.76% |
| #9 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.43% | GSK PLC (n/a) - 1.75% |
| #10 | UROGEN PHARMA LTD (URGN) - 0.43% | BANCO SANTANDER SA (n/a) - 1.67% |
| #11 | MBX BIOSCIENCES INC (MBX) - 0.43% | NATWEST GROUP PLC (n/a) - 1.52% |
| #12 | VIRIDIAN THERAPEUTICS INC (VRDN) - 0.40% | BARRICK MINING CORP (n/a) - 1.44% |
| #13 | MONTE ROSA THERAPEUTICS INC (GLUE) - 0.40% | LEGAL & GENERAL GROUP PLC (n/a) - 1.42% |
| #14 | ELLINGTON FINANCIAL INC (EFC) - 0.39% | YUAN RENMINBI OFFSHORE (n/a) - 1.38% |
| #15 | CONNECTONE BANCORP INC (CNOB) - 0.38% | n/a (n/a) - 1.31% |
| #16 | DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.38% | SUNCOR ENERGY INC (SU) - 1.21% |
| #17 | QCR HOLDINGS INC (QCRH) - 0.37% | LOBLAW COMPANIES LTD (n/a) - 1.17% |
| #18 | n/a (NUVB) - 0.37% | ASTRAZENECA PLC (n/a) - 1.07% |
| #19 | ORIGIN BANCORP INC (OBK) - 0.36% | TENCENT HOLDINGS LTD (n/a) - 1.04% |
| #20 | XERIS BIOPHARMA HOLDINGS INC (XERS) - 0.35% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #21 | TURNING POINT BRANDS INC (TPB) - 0.35% | TOKYO ELECTRON LTD (n/a) - 0.45% |
| #22 | BANK FIRST CORP (BFC) - 0.35% | HSBC HOLDINGS PLC (n/a) - 0.45% |
| #23 | n/a (BFLY) - 0.33% | ROYAL BANK OF CANADA (RY) - 0.45% |
| #24 | PENNANT GROUP INC (PNTG) - 0.33% | QANTAS AIRWAYS LTD (n/a) - 0.45% |
| #25 | LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 0.33% | BHP GROUP LTD (n/a) - 0.45% |
| Total Holdings | 1229 | 237 |
IWC vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
IWC
-1.10%
Winner
IDEQ
+0.31%
3M
Winner
IWC
+4.51%
IDEQ
+1.27%
6M
Winner
IWC
+16.85%
IDEQ
+6.34%
1Y
Winner
IWC
+50.93%
IDEQ
+31.47%
5Y(CAGR)
IWC
+7.36%
IDEQ
N/A
10Y(CAGR)
IWC
+11.36%
IDEQ
N/A
Max(CAGR)
IWC
+7.95%
Winner
IDEQ
+33.94%
IWC vs IDEQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | IDEQ |
|---|---|---|
| 2026 | +24.32% | +15.49% |
| 2025 | +22.31% | +11.77% |
| 2024 | +14.33% | N/A |
| 2023 | +9.83% | N/A |
| 2022 | -23.36% | N/A |
| 2021 | +19.37% | N/A |
| 2020 | +21.33% | N/A |
| 2019 | +20.16% | N/A |
| 2018 | -14.02% | N/A |
| 2017 | +12.24% | N/A |
| 2016 | +23.81% | N/A |
| 2015 | -4.75% | N/A |
| 2014 | +4.30% | N/A |
| 2013 | +40.53% | N/A |
| 2012 | +17.20% | N/A |
| 2011 | -11.41% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +23.05% | N/A |
| 2008 | -38.31% | N/A |
| 2007 | -8.99% | N/A |
| 2006 | +13.12% | N/A |
| 2005 | +2.82% | N/A |
IWC vs IDEQ Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IWC drawdown is -1.91%. The current IDEQ drawdown is -1.36%.
| Rank | IWC | IDEQ |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -7.07% Jul 1, 2026 - Jul 29, 2026 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between IWC and IDEQ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
IWC vs IDEQ dividend yield comparison.
| Year | IWC | IDEQ |
|---|---|---|
| 2026 | 0.39% | 0.80% |
| 2025 | 1.10% | 0.60% |
| 2024 | 1.06% | 0.00% |
| 2023 | 1.17% | 0.00% |
| 2022 | 1.18% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 0.98% | 0.00% |
| 2019 | 1.19% | 0.00% |
| 2018 | 1.01% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 1.49% | 0.00% |
| 2014 | 1.11% | 0.00% |
| 2013 | 1.01% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.21% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 0.82% | 0.00% |
| 2008 | 1.31% | 0.00% |
| 2007 | 0.79% | 0.00% |
| 2006 | 0.51% | 0.00% |
| 2005 | 0.19% | 0.00% |
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