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FCSH vs LQDH

Federated Hermes Short Duration Corporate ETF vs iShares Interest Rate Hedged Corporate Bond ETF

FCSH

Federated Hermes Short Duration Corporate ETF

Annual cost

0.30%

Fund size

$65M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both FCSH and LQDH are fixed income ETFs. FCSH charges 0.30% a year and LQDH 0.24%. The main difference: FCSH follows a active selection strategy; LQDH uses index tracking.

  • FCSH follows a active selection strategy; LQDH uses index tracking.
  • LQDH costs 0.06% less per year.
  • LQDH is much larger than FCSH. 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

FCSHLQDH
Annual cost (TER)0.30%0.24%
Fund size (AUM)$65M$515M
Since20212014
Dividend yield4.09%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+7.4%
CAGR 3Y+5.2%+8.3%
CAGR 5YN/A+5.3%
Sharpe 3Y0.641.31
Volatility 1Y1.97%2.71%
Max drawdown-8.47%-24.63%

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

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