Screener
LQDI vs SHYG
iShares Inflation Hedged Corporate Bond ETF vs iShares 0-5 Year High Yield Corporate Bond ETF
Key differences
- LQDI costs 0.12% less per year.
- SHYG is significantly larger than LQDI — larger funds tend to be more liquid and less likely to close.
- LQDI is classified as alternative, while SHYG is fixed income — different risk/return profiles.
- Over the last 3 years, SHYG has delivered higher annualized returns.
- SHYG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDI | SHYG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.30% |
| Fund size (AUM) | $70M | $7.6B |
| Since | 2018 | 2013 |
| Dividend yield | 4.56% | 7.01% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.7% | +7.5% |
| CAGR 3Y | +5.8% | +8.4% |
| CAGR 5Y | +1.9% | +4.9% |
| Sharpe 3Y | 0.36 | 1.05 |
| Volatility 1Y | 5.00% | 3.20% |
| Max drawdown | -28.99% | -19.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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