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LQDI vs BRLN

iShares Inflation Hedged Corporate Bond ETF vs iShares Floating Rate Loan Active ETF

LQDI

iShares Inflation Hedged Corporate Bond ETF

Annual cost

0.18%

Fund size

$70M

BRLN

iShares Floating Rate Loan Active ETF

Annual cost

0.55%

Fund size

$54M

Key differences

Both LQDI and BRLN are fixed income ETFs. LQDI charges 0.18% a year and BRLN 0.55%. The main difference: LQDI follows a index tracking strategy; BRLN uses active selection.

  • LQDI follows a index tracking strategy; BRLN uses active selection.
  • LQDI costs 0.37% less per year.
  • Over the last three years, BRLN has delivered higher annualized returns.

Side-by-side comparison

LQDIBRLN
Annual cost (TER)0.18%0.55%
Fund size (AUM)$70M$54M
Since20182022
Dividend yield4.54%6.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.5%+4.8%
CAGR 3Y+5.6%+7.5%
CAGR 5Y+1.9%N/A
Sharpe 3Y0.331.11
Volatility 1Y4.99%3.14%
Max drawdown-28.99%-3.85%

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

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