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SHYG vs LQDH

iShares 0-5 Year High Yield Corporate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

Annual cost

0.30%

Fund size

$7.6B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both SHYG and LQDH are fixed income ETFs. SHYG charges 0.30% a year and LQDH 0.24%. The main difference: LQDH costs 0.06% less per year.

  • LQDH costs 0.06% less per year.
  • SHYG is much larger than LQDH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SHYGLQDH
Annual cost (TER)0.30%0.24%
Fund size (AUM)$7.6B$515M
Since20132014
Dividend yield6.99%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+7.1%
CAGR 3Y+8.0%+8.0%
CAGR 5Y+4.8%+5.3%
Sharpe 3Y0.971.23
Volatility 1Y3.18%2.70%
Max drawdown-19.27%-24.63%

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

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