EDGF vs LQDH
Comparison between 3EDGE DYNAMIC FIXED INCOME ETF (EDGF, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).
EDGF vs LQDH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EDGF
$506M
LQDH
$506M
Expense Ratio
EDGF
0.79%
Winner
LQDH
0.24%
Max Drawdown
Winner
EDGF
2.07%
LQDH
28.17%
Sharpe Ratio
EDGF
-0.16
Winner
LQDH
1.32
5Y Beta
Winner
EDGF
0.00
LQDH
0.14
5Y Dividends CAGR
EDGF
N/A
LQDH
24.33%
EDGF vs LQDH - Historical Returns
Returns include dividend reinvestment.
1M
EDGF
+0.28%
Winner
LQDH
+0.97%
3M
EDGF
+0.62%
Winner
LQDH
+2.28%
6M
EDGF
+1.00%
Winner
LQDH
+2.68%
1Y
EDGF
+3.50%
Winner
LQDH
+7.49%
5Y(CAGR)
EDGF
N/A
LQDH
+5.25%
10Y(CAGR)
EDGF
N/A
LQDH
+4.63%
Max(CAGR)
EDGF
+2.32%
Winner
LQDH
+3.55%
EDGF vs LQDH - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EDGF | LQDH |
|---|---|---|
| 2026 | +1.07% | +2.20% |
| 2025 | +4.32% | +7.00% |
| 2024 | -1.41% | +7.80% |
| 2023 | N/A | +10.83% |
| 2022 | N/A | -2.00% |
| 2021 | N/A | +2.60% |
| 2020 | N/A | +2.05% |
| 2019 | N/A | +9.32% |
| 2018 | N/A | -1.83% |
| 2017 | N/A | +6.03% |
| 2016 | N/A | +5.89% |
| 2015 | N/A | -2.14% |
| 2014 | N/A | -1.86% |
EDGF vs LQDH Drawdown Comparison
The maximum drawdown for EDGF was -1.62%, occurring on Dec 27, 2024. Recovery took 100 trading sessions.
The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.
The current LQDH drawdown is -0.20%.
| Rank | EDGF | LQDH |
|---|---|---|
| #1 | -1.62% Oct 3, 2024 - Feb 28, 2025 | -24.63% Dec 31, 2019 - Nov 19, 2020 |
| #2 | -1.48% Apr 3, 2025 - Jun 26, 2025 | -9.64% Jul 16, 2014 - Dec 13, 2016 |
| #3 | -0.64% Feb 27, 2026 - Jun 5, 2026 | -7.08% Nov 5, 2021 - Jan 26, 2023 |
| #4 | -0.60% Mar 3, 2025 - Mar 28, 2025 | -4.86% Feb 19, 2025 - Jun 4, 2025 |
| #5 | -0.60% Oct 22, 2025 - Jan 14, 2026 | -4.56% Oct 1, 2018 - Apr 8, 2019 |
| #6 | -0.52% Sep 16, 2025 - Oct 13, 2025 | -2.94% Feb 2, 2023 - Jun 2, 2023 |
| #7 | -0.49% Jan 29, 2026 - Feb 10, 2026 | -2.55% Jul 24, 2019 - Oct 18, 2019 |
| #8 | -0.32% Jan 14, 2026 - Jan 27, 2026 | -2.44% Feb 1, 2018 - Aug 3, 2018 |
| #9 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -2.35% Jan 22, 2026 - Apr 15, 2026 |
| #10 | -0.28% Jul 23, 2025 - Aug 1, 2025 | -2.20% Apr 26, 2019 - Jul 1, 2019 |
| #11 | -0.20% Aug 29, 2025 - Sep 3, 2025 | -1.96% Feb 18, 2021 - Mar 31, 2021 |
| #12 | -0.18% Aug 13, 2025 - Aug 22, 2025 | -1.81% Jul 10, 2024 - Aug 19, 2024 |
| #13 | -0.16% Feb 20, 2026 - Feb 26, 2026 | -1.38% Sep 19, 2023 - Nov 10, 2023 |
| #14 | -0.16% Sep 8, 2025 - Sep 16, 2025 | -1.22% Jul 21, 2017 - Sep 21, 2017 |
| #15 | -0.12% Jan 27, 2026 - Jan 29, 2026 | -1.17% Dec 27, 2016 - Feb 21, 2017 |
Correlation
Correlation between EDGF and LQDH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2026)
EDGF vs LQDH dividend yield comparison.
| Year | EDGF | LQDH |
|---|---|---|
| 2026 | 0.17% | 2.41% |
| 2025 | 3.61% | 6.06% |
| 2024 | 0.49% | 7.57% |
| 2023 | 0.00% | 7.69% |
| 2022 | 0.00% | 3.73% |
| 2021 | 0.00% | 1.65% |
| 2020 | 0.00% | 2.22% |
| 2019 | 0.00% | 3.09% |
| 2018 | 0.00% | 5.08% |
| 2017 | 0.00% | 2.37% |
| 2016 | 0.00% | 2.33% |
| 2015 | 0.00% | 2.98% |
| 2014 | 0.00% | 2.19% |
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