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FALN vs LQDH

iShares Fallen Angels USD Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

FALN

iShares Fallen Angels USD Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.8B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

Key differences

  • FALN is significantly larger than LQDH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FALN has delivered higher annualized returns.

Side-by-side comparison

FALNLQDH
Annual cost (TER)0.25%0.24%
Fund size (AUM)$1.8B$506M
Since20162014
Dividend yield6.42%6.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.6%+8.3%
CAGR 3Y+9.6%+8.4%
CAGR 5Y+4.0%+5.4%
Sharpe 3Y1.011.34
Volatility 1Y4.58%2.72%
Max drawdown-29.22%-24.63%

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

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