Screener
LQDI vs BAB
iShares Inflation Hedged Corporate Bond ETF vs Invesco Taxable Municipal Bond ETF
Key differences
Both LQDI and BAB are fixed income ETFs. LQDI charges 0.18% a year and BAB 0.28%. The main difference: LQDI costs 0.10% less per year.
- LQDI costs 0.10% less per year.
- BAB is much larger than LQDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LQDI has delivered higher annualized returns.
- BAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDI | BAB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.28% |
| Fund size (AUM) | $70M | $1.1B |
| Since | 2018 | 2009 |
| Dividend yield | 4.54% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.5% | +6.2% |
| CAGR 3Y | +5.6% | +4.2% |
| CAGR 5Y | +1.9% | -0.4% |
| Sharpe 3Y | 0.33 | 0.11 |
| Volatility 1Y | 4.99% | 5.73% |
| Max drawdown | -28.99% | -27.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.