Screener
LQDI vs DFIP
iShares Inflation Hedged Corporate Bond ETF vs Dimensional Inflation-Protected Securities ETF
Key differences
- DFIP costs 0.07% less per year.
- DFIP is significantly larger than LQDI — larger funds tend to be more liquid and less likely to close.
- LQDI is classified as alternative, while DFIP is fixed income — different risk/return profiles.
- Over the last 3 years, LQDI has delivered higher annualized returns.
Side-by-side comparison
| LQDI | DFIP | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.11% |
| Fund size (AUM) | $70M | $1.1B |
| Since | 2018 | 2021 |
| Dividend yield | 4.56% | 3.90% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.7% | +5.2% |
| CAGR 3Y | +5.8% | +3.6% |
| CAGR 5Y | +1.9% | N/A |
| Sharpe 3Y | 0.36 | 0.02 |
| Volatility 1Y | 5.00% | 3.47% |
| Max drawdown | -28.99% | -14.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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