Screener
LQDH vs BRLN
iShares Interest Rate Hedged Corporate Bond ETF vs iShares Floating Rate Loan Active ETF
Key differences
Both LQDH and BRLN are fixed income ETFs. LQDH charges 0.24% a year and BRLN 0.55%. The main difference: LQDH follows a index tracking strategy; BRLN uses active selection.
- LQDH follows a index tracking strategy; BRLN uses active selection.
- LQDH costs 0.31% less per year.
- LQDH is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
- LQDH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDH | BRLN | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.55% |
| Fund size (AUM) | $515M | $54M |
| Since | 2014 | 2022 |
| Dividend yield | 5.99% | 6.40% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.5% | +4.8% |
| CAGR 3Y | +8.2% | +7.5% |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.28 | 1.11 |
| Volatility 1Y | 2.71% | 3.14% |
| Max drawdown | -24.63% | -3.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.