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IGLB vs LQDH

iShares 10+ Year Investment Grade Corporate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

IGLB

iShares 10+ Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$2.6B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both IGLB and LQDH are fixed income ETFs. IGLB charges 0.04% a year and LQDH 0.24%. The main difference: IGLB costs 0.20% less per year.

  • IGLB costs 0.20% less per year.
  • IGLB 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.
  • IGLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGLBLQDH
Annual cost (TER)0.04%0.24%
Fund size (AUM)$2.6B$515M
Since20092014
Dividend yield5.22%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.0%+7.4%
CAGR 3Y+5.1%+8.3%
CAGR 5Y-1.6%+5.3%
Sharpe 3Y0.181.31
Volatility 1Y7.86%2.71%
Max drawdown-34.12%-24.63%

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

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