Screener
LQDH vs FTRB
iShares Interest Rate Hedged Corporate Bond ETF vs Federated Hermes Total Return Bond ETF
Key differences
Both LQDH and FTRB are fixed income ETFs. LQDH charges 0.24% a year and FTRB 0.39%. The main difference: LQDH follows a index tracking strategy; FTRB uses active selection.
- LQDH follows a index tracking strategy; FTRB uses active selection.
- LQDH costs 0.15% less per year.
- LQDH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDH | FTRB | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.39% |
| Fund size (AUM) | $515M | $551M |
| Since | 2014 | 2024 |
| Dividend yield | 5.99% | 4.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.4% | +5.2% |
| CAGR 3Y | +8.3% | N/A |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.31 | N/A |
| Volatility 1Y | 2.71% | 3.57% |
| Max drawdown | -24.63% | -4.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.