Skip to content
Beacon
Screener

DFIP vs LQDI

Dimensional Inflation-Protected Securities ETF vs iShares Inflation Hedged Corporate Bond ETF

DFIP

Dimensional Inflation-Protected Securities ETF

Dimensional Fund Advisors

Annual cost

0.11%

Fund size

$1.1B

LQDI

iShares Inflation Hedged Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$70M

Key differences

  • DFIP costs 0.07% less per year.
  • DFIP is significantly larger than LQDI — larger funds tend to be more liquid and less likely to close.
  • DFIP is classified as fixed income, while LQDI is alternative — different risk/return profiles.
  • Over the last 3 years, LQDI has delivered higher annualized returns.

Side-by-side comparison

DFIPLQDI
Annual cost (TER)0.11%0.18%
Fund size (AUM)$1.1B$70M
Since20212018
Dividend yield3.90%4.56%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+7.7%
CAGR 3Y+3.6%+5.8%
CAGR 5YN/A+1.9%
Sharpe 3Y0.020.36
Volatility 1Y3.47%5.00%
Max drawdown-14.96%-28.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFIP and LQDI