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FLOT vs LQDH

iShares Floating Rate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both FLOT and LQDH are fixed income ETFs. FLOT charges 0.15% a year and LQDH 0.24%. The main difference: FLOT costs 0.09% less per year.

  • FLOT costs 0.09% less per year.
  • FLOT is much larger than LQDH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LQDH has delivered higher annualized returns.

Side-by-side comparison

FLOTLQDH
Annual cost (TER)0.15%0.24%
Fund size (AUM)$9.5B$515M
Since20112014
Dividend yield4.60%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+7.5%
CAGR 3Y+5.7%+8.2%
CAGR 5Y+4.2%+5.3%
Sharpe 3Y1.451.28
Volatility 1Y0.75%2.71%
Max drawdown-13.54%-24.63%

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

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