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BAB vs LQDH

Invesco Taxable Municipal Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

BAB

Invesco Taxable Municipal Bond ETF

Annual cost

0.28%

Fund size

$1.1B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both BAB and LQDH are fixed income ETFs. BAB charges 0.28% a year and LQDH 0.24%. The main difference: Over the last three years, LQDH has delivered higher annualized returns.

  • Over the last three years, LQDH has delivered higher annualized returns.
  • BAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BABLQDH
Annual cost (TER)0.28%0.24%
Fund size (AUM)$1.1B$515M
Since20092014
Dividend yield4.09%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+7.5%
CAGR 3Y+4.2%+8.2%
CAGR 5Y-0.4%+5.3%
Sharpe 3Y0.111.28
Volatility 1Y5.73%2.71%
Max drawdown-27.80%-24.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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