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IMTB vs LQDH

iShares Core 5-10 Year USD Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both IMTB and LQDH are fixed income ETFs. IMTB charges 0.06% a year and LQDH 0.24%. The main difference: IMTB costs 0.18% less per year.

  • IMTB costs 0.18% less per year.
  • Over the last three years, LQDH has delivered higher annualized returns.

Side-by-side comparison

IMTBLQDH
Annual cost (TER)0.06%0.24%
Fund size (AUM)$280M$515M
Since20162014
Dividend yield4.48%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+7.4%
CAGR 3Y+5.2%+8.3%
CAGR 5Y+0.7%+5.3%
Sharpe 3Y0.291.31
Volatility 1Y4.04%2.71%
Max drawdown-18.15%-24.63%

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

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