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HYHG vs LQDI

ProShares High Yield—Interest Rate Hedged vs iShares Inflation Hedged Corporate Bond ETF

HYHG

ProShares High Yield—Interest Rate Hedged

ProShares

Annual cost

0.50%

Fund size

$168M

LQDI

iShares Inflation Hedged Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$70M

Key differences

  • LQDI costs 0.32% less per year.
  • HYHG is classified as fixed income, while LQDI is alternative — different risk/return profiles.
  • Over the last 3 years, HYHG has delivered higher annualized returns.
  • HYHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYHGLQDI
Annual cost (TER)0.50%0.18%
Fund size (AUM)$168M$70M
Since20132018
Dividend yield6.83%4.56%
Asset classfixed incomealternative
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.5%+7.7%
CAGR 3Y+10.5%+5.8%
CAGR 5Y+7.1%+1.9%
Sharpe 3Y0.970.36
Volatility 1Y5.57%5.00%
Max drawdown-25.72%-28.99%

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

Similar to HYHG and LQDI