Screener
LQDI vs PGHY
iShares Inflation Hedged Corporate Bond ETF vs Invesco Global ex-US High Yield Corporate Bond ETF
Key differences
Both LQDI and PGHY are fixed income ETFs. LQDI charges 0.18% a year and PGHY 0.35%. The main difference: LQDI covers North America; PGHY covers global markets excluding the US.
- LQDI covers North America; PGHY covers global markets excluding the US.
- LQDI costs 0.17% less per year.
- PGHY is much larger than LQDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PGHY has delivered higher annualized returns.
- PGHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDI | PGHY | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.35% |
| Fund size (AUM) | $70M | $215M |
| Since | 2018 | 2013 |
| Dividend yield | 4.54% | 7.11% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.5% | +7.6% |
| CAGR 3Y | +5.6% | +8.9% |
| CAGR 5Y | +1.9% | +4.4% |
| Sharpe 3Y | 0.33 | 0.93 |
| Volatility 1Y | 4.99% | 5.07% |
| Max drawdown | -28.99% | -20.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.