Screener
CPII vs LQDH
American Beacon Ionic Inflation Protection ETF vs iShares Interest Rate Hedged Corporate Bond ETF
Key differences
Both CPII and LQDH are fixed income ETFs. CPII charges 0.70% a year and LQDH 0.24%. The main difference: CPII follows a active selection strategy; LQDH uses index tracking.
- CPII follows a active selection strategy; LQDH uses index tracking.
- LQDH costs 0.46% less per year.
- LQDH is much larger than CPII. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LQDH has delivered higher annualized returns.
- LQDH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CPII | LQDH | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.24% |
| Fund size (AUM) | $12M | $515M |
| Since | 2022 | 2014 |
| Dividend yield | 3.35% | 5.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +7.4% |
| CAGR 3Y | +4.7% | +8.3% |
| CAGR 5Y | N/A | +5.3% |
| Sharpe 3Y | 0.22 | 1.31 |
| Volatility 1Y | 3.43% | 2.71% |
| Max drawdown | -6.40% | -24.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.