Screener
IVOL vs LQDH
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs iShares Interest Rate Hedged Corporate Bond ETF
Key differences
Both IVOL and LQDH are fixed income ETFs. IVOL charges 0.98% a year and LQDH 0.24%. The main difference: IVOL follows a multi strategy strategy; LQDH uses index tracking.
- IVOL follows a multi strategy strategy; LQDH uses index tracking.
- LQDH costs 0.74% less per year.
- 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
| IVOL | LQDH | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.24% |
| Fund size (AUM) | $314M | $515M |
| Since | 2019 | 2014 |
| Dividend yield | 3.86% | 5.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -4.4% | +7.4% |
| CAGR 3Y | -3.1% | +8.3% |
| CAGR 5Y | -5.8% | +5.3% |
| Sharpe 3Y | -0.60 | 1.31 |
| Volatility 1Y | 6.74% | 2.71% |
| Max drawdown | -31.16% | -24.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.