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LQDH vs SYSB

iShares Interest Rate Hedged Corporate Bond ETF vs iShares Systematic Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both LQDH and SYSB are fixed income ETFs. LQDH charges 0.24% a year and SYSB 0.25%. The main difference: Over the last three years, LQDH has delivered higher annualized returns.

  • Over the last three years, LQDH has delivered higher annualized returns.

Side-by-side comparison

LQDHSYSB
Annual cost (TER)0.24%0.25%
Fund size (AUM)$515M$1.1B
Since20142015
Dividend yield5.99%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+5.5%
CAGR 3Y+8.3%+7.0%
CAGR 5Y+5.3%+1.6%
Sharpe 3Y1.310.75
Volatility 1Y2.71%3.88%
Max drawdown-24.63%-18.47%

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

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