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HYFI vs LQDH

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

HYFI

AB High Yield ETF

Annual cost

0.40%

Fund size

$341M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both HYFI and LQDH are fixed income ETFs. HYFI charges 0.40% a year and LQDH 0.24%. The main difference: HYFI follows a active selection strategy; LQDH uses index tracking.

  • HYFI follows a active selection strategy; LQDH uses index tracking.
  • LQDH costs 0.16% less per year.

Side-by-side comparison

HYFILQDH
Annual cost (TER)0.40%0.24%
Fund size (AUM)$341M$515M
Since20162014
Dividend yield6.71%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.8%+7.4%
CAGR 3Y+9.2%+8.3%
CAGR 5YN/A+5.3%
Sharpe 3Y1.011.31
Volatility 1Y3.97%2.71%
Max drawdown-6.34%-24.63%

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

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