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SYSB vs LQDH

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

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both SYSB and LQDH are fixed income ETFs. SYSB charges 0.25% a year and LQDH 0.24%. The main difference: Over the last three years, LQDH has delivered higher annualized returns.

  • Over the last three years, LQDH has delivered higher annualized returns.

Side-by-side comparison

SYSBLQDH
Annual cost (TER)0.25%0.24%
Fund size (AUM)$1.1B$515M
Since20152014
Dividend yield4.62%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+7.4%
CAGR 3Y+7.0%+8.3%
CAGR 5Y+1.6%+5.3%
Sharpe 3Y0.751.31
Volatility 1Y3.88%2.71%
Max drawdown-18.47%-24.63%

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

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