Screener
CPII vs LQDI
American Beacon Ionic Inflation Protection ETF vs iShares Inflation Hedged Corporate Bond ETF
Key differences
Both CPII and LQDI are fixed income ETFs. CPII charges 0.70% a year and LQDI 0.18%. The main difference: CPII follows a active selection strategy; LQDI uses index tracking.
- CPII follows a active selection strategy; LQDI uses index tracking.
- LQDI costs 0.52% less per year.
- LQDI is much larger than CPII. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LQDI has delivered higher annualized returns.
Side-by-side comparison
| CPII | LQDI | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.18% |
| Fund size (AUM) | $12M | $70M |
| Since | 2022 | 2018 |
| Dividend yield | 3.35% | 4.54% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +6.9% |
| CAGR 3Y | +4.7% | +6.0% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | 0.22 | 0.39 |
| Volatility 1Y | 3.43% | 4.97% |
| Max drawdown | -6.40% | -28.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.