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LQDH vs IMTB

iShares Interest Rate Hedged Corporate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both LQDH and IMTB are fixed income ETFs. LQDH charges 0.24% a year and IMTB 0.06%. The main difference: IMTB costs 0.18% less per year.

  • IMTB costs 0.18% less per year.
  • Over the last three years, LQDH has delivered higher annualized returns.

Side-by-side comparison

LQDHIMTB
Annual cost (TER)0.24%0.06%
Fund size (AUM)$515M$280M
Since20142016
Dividend yield5.99%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+6.3%
CAGR 3Y+8.3%+5.2%
CAGR 5Y+5.3%+0.7%
Sharpe 3Y1.310.29
Volatility 1Y2.71%4.04%
Max drawdown-24.63%-18.15%

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

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