CBLS vs LQDB

Comparison between CLOUGH HEDGED EQUITY ETF (CBLS, ETF) and ISHARES BBB RATED CORPORATE BOND ETF (LQDB, ETF).

5-Year PerformanceCBLS has outperformed LQDB, delivering a return of +5.3% compared to +0.2%

CBLS vs LQDB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBLS(ETF)	LQDB(ETF)
Net Assets	$60M	$61M
Expense Ratio	1.89%	0.15%
Max Drawdown	32.78%	24.24%
Sharpe Ratio	0.58	0.00
5Y Beta	0.59	0.11
P/E Ratio	59.05	N/A
Forward P/E	38.84	N/A
PEG Ratio	1.50	N/A
5Y Dividends CAGR	N/A	81.52%
P/S Ratio	1.71	N/A
P/B Ratio	8.62	N/A

Net Assets

CBLS

$60M

Winner

LQDB

$61M

Expense Ratio

CBLS

1.89%

Winner

LQDB

0.15%

Max Drawdown

CBLS

32.78%

Winner

LQDB

24.24%

Sharpe Ratio

Winner

CBLS

0.58

LQDB

0.00

5Y Beta

CBLS

0.59

Winner

LQDB

0.11

P/E Ratio

CBLS

59.05

LQDB

N/A

Forward P/E

CBLS

38.84

LQDB

N/A

PEG Ratio

CBLS

1.50

LQDB

N/A

5Y Dividends CAGR

CBLS

N/A

LQDB

81.52%

P/S Ratio

CBLS

1.71

LQDB

N/A

P/B Ratio

CBLS

8.62

LQDB

N/A

CBLS vs LQDB - Historical Returns

Returns include dividend reinvestment.

Period	CBLS	LQDB
1 month	-4.44%	-0.88%
3 months	+5.17%	-0.70%
6 months	+7.66%	-0.32%
1 year	+13.26%	+3.43%
5 years(CAGR)	+5.35%	+0.23%
Max(CAGR)	+8.86%	+0.82%

CBLS

-4.44%

Winner

LQDB

-0.88%

Winner

CBLS

+5.17%

LQDB

-0.70%

Winner

CBLS

+7.66%

LQDB

-0.32%

Winner

CBLS

+13.26%

LQDB

+3.43%

5Y(CAGR)

Winner

CBLS

+5.35%

LQDB

+0.23%

Max(CAGR)

Winner

CBLS

+8.86%

LQDB

+0.82%

CBLS vs LQDB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	CBLS	LQDB
2026	+15.86%	+0.02%
2025	+4.95%	+7.34%
2024	+30.19%	+2.98%
2023	-2.20%	+8.99%
2022	-12.33%	-14.84%
2021	+3.87%	+2.35%
2020	+14.15%	N/A

CBLS vs LQDB Drawdown Comparison

The maximum drawdown for CBLS was -32.78%, occurring on Oct 5, 2023. Recovery took 932 trading sessions.

The maximum drawdown for LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 998 trading sessions.

The current CBLS drawdown is -5.58%. The current LQDB drawdown is -1.57%.

Rank	CBLS	LQDB
#1	-32.78% Apr 29, 2021 - Jan 14, 2025	-21.64% Sep 22, 2021 - Sep 15, 2025
#2	-15.27% Jan 22, 2025 - Jul 17, 2025	-2.67% Feb 19, 2026 - Mar 27, 2026
#3	-8.46% Jan 22, 2021 - Feb 5, 2021	-1.56% Aug 3, 2021 - Sep 22, 2021
#4	-8.15% Oct 16, 2025 - Jan 13, 2026	-1.51% Oct 27, 2025 - Feb 6, 2026
#5	-7.12% Feb 24, 2026 - Apr 14, 2026	-0.86% Sep 16, 2025 - Oct 14, 2025
#6	-6.69% Jun 4, 2026 - Jul 16, 2026	-0.72% Jul 8, 2021 - Jul 19, 2021
#7	-6.17% Mar 15, 2021 - Apr 29, 2021	-0.55% Jun 18, 2021 - Jun 30, 2021
#8	-5.62% Feb 22, 2021 - Mar 15, 2021	-0.45% Jun 11, 2021 - Jun 18, 2021
#9	-4.62% Jul 31, 2025 - Oct 8, 2025	-0.43% May 25, 2021 - Jun 4, 2021
#10	-4.43% May 13, 2026 - Jun 2, 2026	-0.39% Jul 19, 2021 - Jul 27, 2021
#11	-3.55% Apr 24, 2026 - May 6, 2026	-0.16% Jul 28, 2021 - Aug 2, 2021
#12	-2.48% May 6, 2026 - May 11, 2026	-0.12% Jun 30, 2021 - Jul 2, 2021
#13	-2.34% Oct 8, 2025 - Oct 15, 2025	-0.12% Oct 16, 2025 - Oct 20, 2025
#14	-2.32% Jan 29, 2026 - Feb 9, 2026	-0.11% Feb 6, 2026 - Feb 12, 2026
#15	-1.96% Feb 9, 2026 - Feb 23, 2026	-0.10% Feb 17, 2026 - Feb 19, 2026