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LQDH vs IGIB

iShares Interest Rate Hedged Corporate Bond ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$18.2B

Key differences

Both LQDH and IGIB are fixed income ETFs. LQDH charges 0.24% a year and IGIB 0.04%. The main difference: IGIB costs 0.20% less per year.

  • IGIB costs 0.20% less per year.
  • IGIB is much larger than LQDH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LQDH has delivered higher annualized returns.
  • IGIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQDHIGIB
Annual cost (TER)0.24%0.04%
Fund size (AUM)$515M$18.2B
Since20142007
Dividend yield5.99%4.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+6.0%
CAGR 3Y+8.3%+6.6%
CAGR 5Y+5.3%+1.4%
Sharpe 3Y1.310.53
Volatility 1Y2.71%4.14%
Max drawdown-24.63%-20.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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