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
$1.40B
IDEQ
$1.40B
Expense Ratio
IWC
0.60%
Winner
IDEQ
0.40%
Max Drawdown
IWC
65.20%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
IWC
1.69
IDEQ
1.66
5Y Beta
IWC
1.19
Winner
IDEQ
1.18
P/E Ratio
IWC
-27.24
IDEQ
N/A
Forward P/E
IWC
13.52
IDEQ
N/A
5Y Dividends CAGR
IWC
11.12%
IDEQ
N/A
5Y EPS CAGR
IWC
5.16%
IDEQ
N/A
Debt to Equity
IWC
-17.52%
IDEQ
N/A
P/S Ratio
IWC
1.54
IDEQ
N/A
P/B Ratio
IWC
2.23
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 21.60%. IDEQ's top 25 holdings weight is 40.30%.
| Rank | IWC | IDEQ |
|---|---|---|
| #1 | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% | n/a (n/a) - 4.68% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.98% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.64% |
| #3 | n/a (PRAX) - 1.61% | ASML HOLDING NV (n/a) - 2.81% |
| #4 | AXT INC (AXTI) - 1.54% | SK HYNIX INC (n/a) - 2.48% |
| #5 | TERAWULF INC (WULF) - 1.43% | VINCI SA (n/a) - 2.02% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.29% | BNP PARIBAS ACT. CAT.A (n/a) - 1.83% |
| #7 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% | GSK PLC (n/a) - 1.68% |
| #8 | CELCUITY INC (CELC) - 0.88% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.60% |
| #9 | COGENT BIOSCIENCES INC (COGT) - 0.85% | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.59% |
| #10 | ENERGY FUELS INC (n/a) - 0.77% | BANCO SANTANDER SA (n/a) - 1.49% |
| #11 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% | YUAN RENMINBI OFFSHORE (n/a) - 1.38% |
| #12 | NLIGHT INC (LASR) - 0.68% | n/a (n/a) - 1.32% |
| #13 | TUTOR PERINI CORP (TPC) - 0.59% | LEGAL & GENERAL GROUP PLC (n/a) - 1.26% |
| #14 | BEL FUSE INC CLASS B (BELFB) - 0.58% | MEDIATEK INC (n/a) - 1.23% |
| #15 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% | NATWEST GROUP PLC (n/a) - 1.21% |
| #16 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #17 | INNODATA INC (INOD) - 0.53% | ASTRAZENECA PLC (n/a) - 1.12% |
| #18 | ORUKA THERAPEUTICS INC (ORKA) - 0.51% | MITSUBISHI ELECTRIC CORP (n/a) - 1.08% |
| #19 | PENGUIN SOLUTIONS INC (PENG) - 0.50% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #20 | AEHR TEST SYSTEMS (AEHR) - 0.50% | LOBLAW COMPANIES LTD (n/a) - 1.02% |
| #21 | VISTANCE NETWORKS INC (VISN) - 0.49% | DELTA ELECTRONICS INC (n/a) - 0.98% |
| #22 | ASTRONICS CORP (ATRO) - 0.46% | TENCENT HOLDINGS LTD (n/a) - 0.94% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.45% | BARRICK MINING CORP (n/a) - 0.93% |
| #24 | CECO ENVIRONMENTAL CORP (CECO) - 0.44% | SUN LIFE FINANCIAL INC (SLF) - 0.92% |
| #25 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% | UNICREDIT SPA (n/a) - 0.92% |
| Total Holdings | 1249 | 273 |
IWC vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+2.18%
IDEQ
+1.96%
3M
Winner
IWC
+17.15%
IDEQ
+10.40%
6M
IWC
+16.17%
Winner
IDEQ
+19.26%
1Y
IWC
+52.59%
IDEQ
N/A
5Y(CAGR)
IWC
+5.26%
IDEQ
N/A
10Y(CAGR)
IWC
+11.56%
IDEQ
N/A
Max(CAGR)
IWC
+7.80%
Winner
IDEQ
+39.94%
IWC vs IDEQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | IDEQ |
|---|---|---|
| 2026 | +19.45% | +14.40% |
| 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 -1.89%. The current IDEQ drawdown is -1.01%.
| 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 | -5.01% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -3.72% May 6, 2026 - May 26, 2026 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -0.59% May 26, 2026 - Jun 2, 2026 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -0.49% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between IWC and IDEQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
IWC vs IDEQ dividend yield comparison.
| Year | IWC | IDEQ |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 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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