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LQDH vs TLT

iShares Interest Rate Hedged Corporate Bond ETF vs iShares 20+ Year Treasury Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

TLT

iShares 20+ Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$42.9B

Key differences

Both LQDH and TLT are fixed income ETFs. LQDH charges 0.24% a year and TLT 0.15%. The main difference: TLT costs 0.09% less per year.

  • TLT costs 0.09% less per year.
  • TLT 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.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQDHTLT
Annual cost (TER)0.24%0.15%
Fund size (AUM)$515M$42.9B
Since20142002
Dividend yield5.99%4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+4.1%
CAGR 3Y+8.3%-1.3%
CAGR 5Y+5.3%-6.2%
Sharpe 3Y1.31-0.28
Volatility 1Y2.71%9.68%
Max drawdown-24.63%-48.35%

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

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