MTBA vs IDEQ
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
MTBA vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.50B
IDEQ
$1.50B
Expense Ratio
Winner
MTBA
0.15%
IDEQ
0.40%
Max Drawdown
Winner
MTBA
6.78%
IDEQ
12.95%
Sharpe Ratio
MTBA
-0.35
Winner
IDEQ
1.42
5Y Beta
Winner
MTBA
0.04
IDEQ
1.18
MTBA vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
MTBA
-0.68%
Winner
IDEQ
+0.31%
3M
MTBA
-0.44%
Winner
IDEQ
+1.27%
6M
MTBA
-0.86%
Winner
IDEQ
+6.34%
1Y
MTBA
+2.64%
Winner
IDEQ
+31.47%
Max(CAGR)
MTBA
+4.73%
Winner
IDEQ
+33.94%
MTBA vs IDEQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | IDEQ |
|---|---|---|
| 2026 | -0.31% | +15.49% |
| 2025 | +7.65% | +11.77% |
| 2024 | +2.47% | N/A |
| 2023 | +3.64% | N/A |
MTBA vs IDEQ Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current MTBA drawdown is -1.68%. The current IDEQ drawdown is -1.36%.
| Rank | MTBA | IDEQ |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between MTBA and IDEQ is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
MTBA vs IDEQ dividend yield comparison.
| Year | MTBA | IDEQ |
|---|---|---|
| 2026 | 3.46% | 0.80% |
| 2025 | 5.98% | 0.60% |
| 2024 | 6.03% | 0.00% |
| 2023 | 0.48% | 0.00% |
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