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IEF vs LQDH

iShares 7-10 Year Treasury Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

IEF

iShares 7-10 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$48.3B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

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

  • IEF costs 0.09% less per year.
  • IEF 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.
  • IEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEFLQDH
Annual cost (TER)0.15%0.24%
Fund size (AUM)$48.3B$515M
Since20022014
Dividend yield3.87%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.8%+7.4%
CAGR 3Y+2.8%+8.3%
CAGR 5Y-1.1%+5.3%
Sharpe 3Y-0.091.31
Volatility 1Y4.72%2.71%
Max drawdown-23.92%-24.63%

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

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