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LQDH vs ISTB

iShares Interest Rate Hedged Corporate Bond ETF vs iShares Core 1-5 Year USD Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

  • ISTB costs 0.18% less per year.
  • ISTB 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.

Side-by-side comparison

LQDHISTB
Annual cost (TER)0.24%0.06%
Fund size (AUM)$515M$4.7B
Since20142012
Dividend yield5.99%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+4.1%
CAGR 3Y+8.3%+5.0%
CAGR 5Y+5.3%+1.9%
Sharpe 3Y1.310.58
Volatility 1Y2.71%1.77%
Max drawdown-24.63%-9.34%

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

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