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HYDB vs LQDH

iShares High Yield Systematic Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

HYDB

iShares High Yield Systematic Bond ETF

Annual cost

0.35%

Fund size

$1.6B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both HYDB and LQDH are fixed income ETFs. HYDB charges 0.35% a year and LQDH 0.24%. The main difference: HYDB covers global markets excluding the US; LQDH covers North America.

  • HYDB covers global markets excluding the US; LQDH covers North America.
  • LQDH costs 0.11% less per year.
  • HYDB is much larger than LQDH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYDB has delivered higher annualized returns.

Side-by-side comparison

HYDBLQDH
Annual cost (TER)0.35%0.24%
Fund size (AUM)$1.6B$515M
Since20172014
Dividend yield7.07%5.99%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+7.4%
CAGR 3Y+9.4%+8.3%
CAGR 5Y+4.7%+5.3%
Sharpe 3Y1.051.31
Volatility 1Y3.84%2.71%
Max drawdown-21.58%-24.63%

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

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