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IGSB vs LQDH

iShares 1-5 Year Investment Grade Corporate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$21.9B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

Key differences

  • IGSB costs 0.20% less per year.
  • IGSB is significantly larger than LQDH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LQDH has delivered higher annualized returns.
  • IGSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGSBLQDH
Annual cost (TER)0.04%0.24%
Fund size (AUM)$21.9B$506M
Since20072014
Dividend yield4.53%6.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+8.5%
CAGR 3Y+5.5%+8.6%
CAGR 5Y+2.4%+5.3%
Sharpe 3Y0.741.38
Volatility 1Y1.94%2.73%
Max drawdown-13.38%-24.63%

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

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