Screener
LQDH vs SHV
iShares Interest Rate Hedged Corporate Bond ETF vs iShares 0–1 Year Treasury Bond ETF
Key differences
Both LQDH and SHV are fixed income ETFs. LQDH charges 0.24% a year and SHV 0.15%. The main difference: SHV costs 0.09% less per year.
- SHV costs 0.09% less per year.
- SHV 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.
- SHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDH | SHV | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $515M | $20.7B |
| Since | 2014 | 2007 |
| Dividend yield | 5.99% | 3.88% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.4% | +3.9% |
| CAGR 3Y | +8.3% | +4.7% |
| CAGR 5Y | +5.3% | +3.3% |
| Sharpe 3Y | 1.31 | 4.18 |
| Volatility 1Y | 2.71% | 0.21% |
| Max drawdown | -24.63% | -0.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.