CFA vs LQDH

Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceCFA has outperformed LQDH, delivering a return of +8.0% compared to +5.4%

CFA vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CFA(ETF)	LQDH(ETF)
Net Assets	$538M	$537M
Expense Ratio	0.35%	0.24%
Max Drawdown	37.86%	28.17%
Sharpe Ratio	1.03	0.64
5Y Beta	0.72	0.14
P/E Ratio	22.27	N/A
Forward P/E	18.13	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	11.70%	25.99%
5Y EPS CAGR	13.70%	N/A
Debt to Equity	50.44%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	3.56	N/A

Net Assets

Winner

CFA

$538M

LQDH

$537M

Expense Ratio

CFA

0.35%

Winner

LQDH

0.24%

Max Drawdown

CFA

37.86%

Winner

LQDH

28.17%

Sharpe Ratio

Winner

CFA

1.03

LQDH

0.64

5Y Beta

CFA

0.72

Winner

LQDH

0.14

P/E Ratio

CFA

22.27

LQDH

N/A

Forward P/E

CFA

18.13

LQDH

N/A

PEG Ratio

CFA

0.26

LQDH

N/A

5Y Dividends CAGR

CFA

11.70%

Winner

LQDH

25.99%

5Y EPS CAGR

CFA

13.70%

LQDH

N/A

Debt to Equity

CFA

50.44%

LQDH

N/A

P/S Ratio

CFA

1.97

LQDH

N/A

P/B Ratio

CFA

3.56

LQDH

N/A

CFA vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	CFA	LQDH
1 month	+2.43%	+0.90%
3 months	+6.18%	+0.53%
6 months	+6.68%	+2.63%
1 year	+14.32%	+5.42%
5 years(CAGR)	+8.03%	+5.37%
10 years(CAGR)	+11.63%	+4.51%
Max(CAGR)	+10.69%	+3.52%

Winner

CFA

+2.43%

LQDH

+0.90%

Winner

CFA

+6.18%

LQDH

+0.53%

Winner

CFA

+6.68%

LQDH

+2.63%

Winner

CFA

+14.32%

LQDH

+5.42%

5Y(CAGR)

Winner

CFA

+8.03%

LQDH

+5.37%

10Y(CAGR)

Winner

CFA

+11.63%

LQDH

+4.51%

Max(CAGR)

Winner

CFA

+10.69%

LQDH

+3.52%

CFA vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CFA	LQDH
2026	+12.19%	+2.65%
2025	+8.76%	+7.00%
2024	+15.26%	+7.80%
2023	+11.98%	+10.83%
2022	-10.96%	-2.00%
2021	+27.98%	+2.60%
2020	+11.49%	+2.05%
2019	+31.11%	+9.32%
2018	-9.01%	-1.83%
2017	+21.65%	+6.03%
2016	+16.93%	+5.89%
2015	+0.12%	-2.14%
2014	+4.74%	-1.86%

CFA vs LQDH Drawdown Comparison

The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.

The current CFA drawdown is -1.16%.

Rank	CFA	LQDH
#1	-37.73% Feb 19, 2020 - Nov 5, 2020	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-20.87% Dec 29, 2021 - Jan 29, 2024	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-20.84% Sep 20, 2018 - Apr 30, 2019	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-17.28% Nov 29, 2024 - Aug 22, 2025	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-14.17% Jun 23, 2015 - Apr 27, 2016	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-9.12% Jan 26, 2018 - Aug 17, 2018	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-7.52% Sep 17, 2014 - Oct 29, 2014	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-7.13% Mar 2, 2026 - Jun 2, 2026	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-6.65% Jun 8, 2016 - Jul 11, 2016	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-6.21% Jul 26, 2019 - Oct 29, 2019	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-5.85% Apr 30, 2019 - Jun 20, 2019	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-5.54% Nov 16, 2021 - Dec 27, 2021	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-5.53% Mar 28, 2024 - Jul 12, 2024	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-5.29% Nov 26, 2014 - Dec 29, 2014	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-5.13% Sep 2, 2021 - Oct 21, 2021	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between CFA and LQDH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2014 - 2026)

CFA vs LQDH dividend yield comparison.

Year	CFA	LQDH
2026	0.67%	3.37%
2025	1.29%	6.06%
2024	1.32%	7.57%
2023	1.42%	7.69%
2022	1.59%	3.73%
2021	1.04%	1.65%
2020	1.21%	2.22%
2019	1.35%	3.09%
2018	1.50%	5.08%
2017	1.15%	2.37%
2016	1.37%	2.33%
2015	1.31%	2.98%
2014	0.63%	2.19%