Screener
LQDH vs ZTRE
iShares Interest Rate Hedged Corporate Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
Both LQDH and ZTRE are fixed income ETFs. LQDH charges 0.24% a year and ZTRE 0.15%. The main difference: ZTRE costs 0.09% less per year.
- ZTRE costs 0.09% less per year.
- LQDH is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- LQDH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDH | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $515M | $40M |
| Since | 2014 | 2024 |
| Dividend yield | 5.99% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.1% | +4.3% |
| CAGR 3Y | +8.0% | N/A |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 2.70% | 1.87% |
| Max drawdown | -24.63% | -1.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.