Screener
IGHG vs LQDI
ProShares Investment Grade—Interest Rate Hedged vs iShares Inflation Hedged Corporate Bond ETF
Key differences
- LQDI costs 0.12% less per year.
- IGHG is significantly larger than LQDI — larger funds tend to be more liquid and less likely to close.
- IGHG follows a tactical allocation strategy; LQDI uses index tracking.
- Over the last 3 years, IGHG has delivered higher annualized returns.
- IGHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGHG | LQDI | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.18% |
| Fund size (AUM) | $276M | $70M |
| Since | 2013 | 2018 |
| Dividend yield | 5.14% | 4.56% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +6.7% | +7.7% |
| CAGR 3Y | +9.1% | +5.8% |
| CAGR 5Y | +5.2% | +1.9% |
| Sharpe 3Y | 1.31 | 0.36 |
| Volatility 1Y | 3.50% | 5.00% |
| Max drawdown | -25.16% | -28.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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