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LQDI vs LQDH

iShares Inflation Hedged Corporate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

LQDI

iShares Inflation Hedged Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$70M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

Key differences

  • LQDI costs 0.06% less per year.
  • LQDH is significantly larger than LQDI — larger funds tend to be more liquid and less likely to close.
  • LQDI is classified as alternative, while LQDH is fixed income — different risk/return profiles.
  • Over the last 3 years, LQDH has delivered higher annualized returns.

Side-by-side comparison

LQDILQDH
Annual cost (TER)0.18%0.24%
Fund size (AUM)$70M$506M
Since20182014
Dividend yield4.56%6.11%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.7%+8.5%
CAGR 3Y+5.8%+8.6%
CAGR 5Y+1.9%+5.3%
Sharpe 3Y0.361.38
Volatility 1Y5.00%2.73%
Max drawdown-28.99%-24.63%

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

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