IDEQ vs. EPIN
IDEQ (Lazard International Dynamic Equity ETF) and EPIN (Harbor International Equity ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Their correlation of 0.88 means they have usually moved in the same direction. IDEQ charges 0.40%/yr vs 0.80%/yr for EPIN.
Performance
IDEQ vs. EPIN - Performance Comparison
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Returns By Period
In the year-to-date period, IDEQ achieves a 14.92% return, which is significantly lower than EPIN's 23.34% return.
IDEQ
- 1D
- -0.43%
- 1M
- -0.46%
- 6M
- 6.56%
- YTD
- 14.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
EPIN
- 1D
- 0.40%
- 1M
- -0.70%
- 6M
- 14.34%
- YTD
- 23.34%
- 1Y
- 38.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 34.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $41.81K | $24.58K | $20.32K | |
| $8.07M | $9.61M | $11.09M |
IDEQ vs. EPIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDEQ Lazard International Dynamic Equity ETF | 14.92% | 12.10% |
EPIN Harbor International Equity ETF | 23.34% | 7.94% |
Correlation
The correlation between IDEQ and EPIN is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 29, 2025 | 0.88 |
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Return for Risk
IDEQ vs. EPIN — Risk / Return Rank
IDEQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EPIN
IDEQ vs. EPIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard International Dynamic Equity ETF (IDEQ) and Harbor International Equity ETF (EPIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDEQ | EPIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.20 | — |
| Martin ratioReturn relative to average drawdown | — | 11.52 | — |
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Drawdowns
IDEQ vs. EPIN - Drawdown Comparison
The maximum IDEQ drawdown since its inception was -12.95%, which is greater than EPIN's maximum drawdown of -11.64%. Use the drawdown chart below to compare losses from any high point for IDEQ and EPIN.
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Drawdown Indicators
| IDEQ | EPIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.95% | -11.64% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.64% | — |
Current DrawdownCurrent decline from peak | -3.65% | -2.49% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -1.93% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.23% | — |
Volatility
IDEQ vs. EPIN - Volatility Comparison
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Volatility by Period
| IDEQ | EPIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.58% | 19.13% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 18.37% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 18.37% | +1.21% |
IDEQ vs. EPIN - Expense Ratio Comparison
IDEQ has a 0.40% expense ratio, which is lower than EPIN's 0.80% expense ratio.
Dividends
IDEQ vs. EPIN - Dividend Comparison
IDEQ's dividend yield for the trailing twelve months is around 1.35%, more than EPIN's 0.64% yield.
| Position | TTM | 2025 |
|---|---|---|
EPIN Harbor International Equity ETF | 0.64% | 0.79% |
IDEQ Lazard International Dynamic Equity ETF | 1.35% | 0.60% |
Frequently Asked Questions
IDEQ and EPIN have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDEQ is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDEQ is cheaper with a 0.40% expense ratio, compared with 0.80% for EPIN.
IDEQ has the higher dividend yield at 1.35%, compared with 0.64% for EPIN.
They also come from different issuers: Lazard and Harbor. Their fees differ too: 0.40% for IDEQ and 0.80% for EPIN.
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