IDEQ vs. JIVE

Last updated Jun 3, 2026

IDEQ (Lazard International Dynamic Equity ETF) and JIVE (Jpmorgan International Value ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. IDEQ charges 0.40%/yr vs 0.55%/yr for JIVE.

Performance

IDEQ vs. JIVE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lazard International Dynamic Equity ETF (IDEQ) and Jpmorgan International Value ETF (JIVE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IDEQ achieves a 17.69% return, which is significantly higher than JIVE's 15.75% return.

IDEQ

• 1D: 0.85%
• 1M: 4.87%
• YTD: 17.69%
• 6M: 21.62%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JIVE

• 1D: -1.02%
• 1M: 4.12%
• YTD: 15.75%
• 6M: 20.07%
• 1Y: 42.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IDEQ vs. JIVE - Yearly Performance Comparison

	2026 (YTD)	2025
IDEQ Lazard International Dynamic Equity ETF	17.69%	11.77%
JIVE Jpmorgan International Value ETF	15.75%	12.70%

Correlation

The correlation between IDEQ and JIVE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 2, 2025	0.93

Return for Risk

IDEQ vs. JIVE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JIVE

JIVE Risk / Return Rank: 83
JIVE Sharpe Ratio Rank: 88
JIVE Sortino Ratio Rank: 85
JIVE Omega Ratio Rank: 85
JIVE Calmar Ratio Rank: 78
JIVE Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDEQ vs. JIVE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lazard International Dynamic Equity ETF (IDEQ) and Jpmorgan International Value ETF (JIVE). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	IDEQ	JIVE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.98	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.40	2.01	+0.40

Drawdowns

IDEQ vs. JIVE - Drawdown Comparison

The maximum IDEQ drawdown since its inception was -12.95%, smaller than the maximum JIVE drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for IDEQ and JIVE.

Drawdown Indicators

	IDEQ	JIVE	Difference
Max Drawdown Largest peak-to-trough decline	-12.95%	-13.79%	+0.84%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.57%	—
Current Drawdown Current decline from peak	0.00%	-1.02%	+1.02%
Average Drawdown Average peak-to-trough decline	-2.10%	-1.96%	-0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.73%	—

Volatility

Volatility by Period

	IDEQ	JIVE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.99%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.41%	14.46%	+3.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.41%	14.97%	+3.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.41%	14.97%	+3.44%

IDEQ vs. JIVE - Expense Ratio Comparison

IDEQ has a 0.40% expense ratio, which is lower than JIVE's 0.55% expense ratio.

Dividends

IDEQ vs. JIVE - Dividend Comparison

IDEQ's dividend yield for the trailing twelve months is around 0.51%, less than JIVE's 2.48% yield.

Position	TTM	2025	2024	2023
IDEQ Lazard International Dynamic Equity ETF	0.51%	0.60%	0.00%	0.00%
JIVE Jpmorgan International Value ETF	2.48%	2.88%	2.48%	0.74%

Frequently Asked Questions

Can I hold both IDEQ and JIVE in my portfolio?

With a correlation of 0.93, IDEQ and JIVE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, IDEQ or JIVE?

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.

Which ETF is cheaper, IDEQ or JIVE?

IDEQ is cheaper with a 0.40% expense ratio, compared with 0.55% for JIVE.

Which ETF pays a higher dividend yield, IDEQ or JIVE?

JIVE has the higher dividend yield at 2.48%, compared with 0.51% for IDEQ.

What is the main difference between IDEQ and JIVE?

They also come from different issuers: Lazard and JPMorgan. Their fees differ too: 0.40% for IDEQ and 0.55% for JIVE.