Screener
IRVH vs LQDH
Global X Interest Rate Volatility & Inflation Hedge ETF vs iShares Interest Rate Hedged Corporate Bond ETF
Key differences
Both IRVH and LQDH are fixed income ETFs. IRVH charges 0.45% a year and LQDH 0.24%. The main difference: IRVH follows a multi strategy strategy; LQDH uses index tracking.
- IRVH follows a multi strategy strategy; LQDH uses index tracking.
- LQDH costs 0.21% less per year.
- LQDH is much larger than IRVH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LQDH has delivered higher annualized returns.
- LQDH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IRVH | LQDH | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.24% |
| Fund size (AUM) | $1M | $515M |
| Since | 2022 | 2014 |
| Dividend yield | 5.50% | 5.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.8% | +7.4% |
| CAGR 3Y | -0.5% | +8.3% |
| CAGR 5Y | N/A | +5.3% |
| Sharpe 3Y | -0.61 | 1.31 |
| Volatility 1Y | 4.87% | 2.71% |
| Max drawdown | -14.97% | -24.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.