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LQDI vs AGRH

iShares Inflation Hedged Corporate Bond ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF

LQDI

iShares Inflation Hedged Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$70M

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

Key differences

  • LQDI is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • LQDI is classified as alternative, while AGRH is fixed income — different risk/return profiles.

Side-by-side comparison

LQDIAGRH
Annual cost (TER)0.18%0.13%
Fund size (AUM)$70M$5M
Since20182022
Dividend yield4.56%4.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.7%+6.5%
CAGR 3Y+5.8%+6.1%
CAGR 5Y+1.9%N/A
Sharpe 3Y0.361.42
Volatility 1Y5.00%1.44%
Max drawdown-28.99%-1.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LQDI and AGRH