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IUSB vs LQDH

iShares Core Universal USD Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

Key differences

  • IUSB costs 0.18% less per year.
  • IUSB 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.

Side-by-side comparison

IUSBLQDH
Annual cost (TER)0.06%0.24%
Fund size (AUM)$36.5B$506M
Since20142014
Dividend yield4.24%6.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+8.5%
CAGR 3Y+4.2%+8.6%
CAGR 5Y+0.5%+5.3%
Sharpe 3Y0.151.38
Volatility 1Y3.66%2.73%
Max drawdown-17.90%-24.63%

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

Similar to IUSB and LQDH