RAVI vs IDEQ
Comparison between FLEXSHARES ULTRA-SHORT INCOME FUND (RAVI, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
RAVI vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RAVI
$1.50B
IDEQ
$1.50B
Expense Ratio
Winner
RAVI
0.25%
IDEQ
0.40%
Max Drawdown
Winner
RAVI
4.13%
IDEQ
12.95%
Sharpe Ratio
RAVI
0.66
Winner
IDEQ
1.42
5Y Beta
Winner
RAVI
0.00
IDEQ
1.18
5Y Dividends CAGR
RAVI
38.09%
IDEQ
N/A
RAVI vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
RAVI
+0.30%
Winner
IDEQ
+0.31%
3M
RAVI
+0.94%
Winner
IDEQ
+1.27%
6M
RAVI
+1.73%
Winner
IDEQ
+6.34%
1Y
RAVI
+4.16%
Winner
IDEQ
+31.47%
5Y(CAGR)
RAVI
+3.62%
IDEQ
N/A
10Y(CAGR)
RAVI
+2.71%
IDEQ
N/A
Max(CAGR)
RAVI
+2.68%
Winner
IDEQ
+33.94%
RAVI vs IDEQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RAVI | IDEQ |
|---|---|---|
| 2026 | +2.18% | +15.49% |
| 2025 | +4.93% | +11.77% |
| 2024 | +5.66% | N/A |
| 2023 | +5.53% | N/A |
| 2022 | +0.16% | N/A |
| 2021 | -0.02% | N/A |
| 2020 | +2.02% | N/A |
| 2019 | +3.48% | N/A |
| 2018 | +1.72% | N/A |
| 2017 | +1.25% | N/A |
| 2016 | +1.69% | N/A |
RAVI vs IDEQ Drawdown Comparison
The maximum drawdown for RAVI was -3.72%, occurring on Mar 20, 2020. Recovery took 56 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current RAVI drawdown is -0.04%. The current IDEQ drawdown is -1.36%.
| Rank | RAVI | IDEQ |
|---|---|---|
| #1 | -3.72% Mar 3, 2020 - May 21, 2020 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -3.28% Sep 13, 2021 - Jan 12, 2023 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -0.77% Feb 11, 2016 - Jun 3, 2016 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -0.41% Oct 20, 2016 - Feb 6, 2017 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -0.37% Mar 13, 2023 - Apr 5, 2023 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -0.36% Apr 3, 2025 - Apr 25, 2025 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -0.33% Feb 6, 2017 - Mar 20, 2017 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -0.29% Nov 13, 2018 - Jan 9, 2019 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -0.29% Feb 8, 2016 - Feb 11, 2016 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -0.28% Jan 13, 2016 - Jan 19, 2016 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -0.25% Jan 22, 2016 - Feb 3, 2016 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -0.24% May 11, 2018 - May 17, 2018 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -0.20% Jan 6, 2016 - Jan 13, 2016 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -0.19% Feb 19, 2021 - May 6, 2021 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -0.19% Aug 1, 2017 - Aug 31, 2017 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between RAVI and IDEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
RAVI vs IDEQ dividend yield comparison.
| Year | RAVI | IDEQ |
|---|---|---|
| 2026 | 2.39% | 0.80% |
| 2025 | 4.59% | 0.60% |
| 2024 | 5.34% | 0.00% |
| 2023 | 4.55% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 0.90% | 0.00% |
| 2020 | 1.29% | 0.00% |
| 2019 | 2.53% | 0.00% |
| 2018 | 2.22% | 0.00% |
| 2017 | 1.28% | 0.00% |
| 2016 | 0.90% | 0.00% |
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