HQL vs IBMQ

Comparison between abrdn Life Sciences Investors (HQL, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).

5-Year PerformanceHQL has outperformed IBMQ, delivering a return of +11.2% compared to +0.5%

HQL vs IBMQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQL(ETF)	IBMQ(ETF)
Net Assets	$662M	$661M
Expense Ratio	N/A	0.18%
Max Drawdown	84.10%	15.85%
Sharpe Ratio	2.51	-1.41
5Y Beta	0.71	0.04
5Y Dividends CAGR	6.05%	13.61%

Net Assets

Winner

HQL

$662M

IBMQ

$661M

Expense Ratio

HQL

N/A

IBMQ

0.18%

Max Drawdown

HQL

84.10%

Winner

IBMQ

15.85%

Sharpe Ratio

Winner

HQL

2.51

IBMQ

-1.41

5Y Beta

HQL

0.71

Winner

IBMQ

0.04

5Y Dividends CAGR

HQL

6.05%

Winner

IBMQ

13.61%

HQL vs IBMQ - Historical Returns

Returns include dividend reinvestment.

Period	HQL	IBMQ
1 month	+15.81%	+0.42%
3 months	+28.34%	+0.75%
6 months	+37.02%	+0.34%
1 year	+79.71%	+2.11%
5 years(CAGR)	+11.21%	+0.50%
10 years(CAGR)	+11.64%	N/A
Max(CAGR)	+11.86%	+2.01%

Winner

HQL

+15.81%

IBMQ

+0.42%

Winner

HQL

+28.34%

IBMQ

+0.75%

Winner

HQL

+37.02%

IBMQ

+0.34%

Winner

HQL

+79.71%

IBMQ

+2.11%

5Y(CAGR)

Winner

HQL

+11.21%

IBMQ

+0.50%

10Y(CAGR)

HQL

+11.64%

IBMQ

N/A

Max(CAGR)

Winner

HQL

+11.86%

IBMQ

+2.01%

HQL vs IBMQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQL	IBMQ
2026	+41.84%	+1.29%
2025	+44.05%	+3.96%
2024	+8.82%	+0.83%
2023	+3.56%	+3.77%
2022	-19.50%	-6.60%
2021	+7.51%	-0.23%
2020	+24.15%	+6.79%
2019	+22.34%	+5.39%
2018	-16.96%	N/A
2017	+23.41%	N/A
2016	-17.36%	N/A
2015	+5.15%	N/A
2014	+32.12%	N/A
2013	+45.86%	N/A
2012	+35.62%	N/A
2011	+19.57%	N/A
2010	+19.26%	N/A
2009	+8.27%	N/A
2008	-27.57%	N/A
2007	+7.75%	N/A
2006	-6.90%	N/A
2005	+11.70%	N/A
2004	+8.55%	N/A
2003	+38.11%	N/A
2002	-35.94%	N/A
2001	+17.75%	N/A
2000	+21.69%	N/A
1999	+36.71%	N/A

HQL vs IBMQ Drawdown Comparison

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

The current HQL drawdown is -1.66%.

Rank	HQL	IBMQ
#1	-62.49% Feb 18, 2000 - Jan 11, 2012	-15.85% Mar 9, 2020 - Jul 14, 2020
#2	-45.19% Jul 23, 2015 - Nov 27, 2020	-11.60% Feb 11, 2021 - Sep 4, 2025
#3	-38.82% Sep 7, 2021 - Sep 26, 2025	-2.44% Aug 28, 2019 - Jan 14, 2020
#4	-18.54% Feb 27, 2014 - Oct 28, 2014	-1.87% Aug 7, 2020 - Dec 10, 2020
#5	-16.72% May 15, 2013 - Jul 26, 2013	-1.13% Feb 27, 2026 - Jun 25, 2026
#6	-13.80% Oct 8, 2012 - Dec 11, 2012	-0.87% Sep 18, 2025 - Jan 5, 2026
#7	-11.50% Feb 19, 2021 - Jun 29, 2021	-0.56% Jan 31, 2020 - Feb 20, 2020
#8	-10.25% Oct 31, 2025 - Nov 24, 2025	-0.43% Jul 10, 2026 - Aug 10, 2026
#9	-10.01% Aug 2, 2013 - Sep 11, 2013	-0.40% Jan 6, 2021 - Jan 27, 2021
#10	-9.85% Jan 27, 2000 - Feb 7, 2000	-0.38% Aug 15, 2019 - Aug 28, 2019
#11	-9.07% Mar 20, 2015 - Jun 22, 2015	-0.26% Jun 3, 2019 - Jun 18, 2019
#12	-8.92% Nov 8, 1999 - Dec 21, 1999	-0.26% Feb 27, 2020 - Mar 6, 2020
#13	-8.61% Dec 18, 2014 - Jan 13, 2015	-0.23% Aug 12, 2019 - Aug 14, 2019
#14	-8.31% Jul 9, 2026 - Aug 11, 2026	-0.22% May 17, 2019 - May 23, 2019
#15	-8.18% Sep 11, 2013 - Nov 25, 2013	-0.20% May 7, 2019 - May 9, 2019

Correlation

Correlation between HQL and IBMQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

HQL vs IBMQ dividend yield comparison.

Year	HQL	IBMQ
2026	8.03%	1.44%
2025	10.85%	2.43%
2024	14.18%	2.33%
2023	9.44%	1.93%
2022	9.57%	1.25%
2021	8.79%	1.05%
2020	7.90%	1.24%
2019	8.03%	1.03%
2018	10.72%	0.00%
2017	8.25%	0.00%
2016	12.18%	0.00%
2015	11.84%	0.00%
2014	7.11%	0.00%
2013	6.80%	0.00%
2012	8.00%	0.00%
2011	12.38%	0.00%
2010	4.83%	0.00%
2009	4.45%	0.00%
2008	12.73%	0.00%
2007	8.83%	0.00%
2006	9.22%	0.00%
2005	13.15%	0.00%
2004	8.57%	0.00%
2003	7.99%	0.00%
2002	18.33%	0.00%
2001	14.60%	0.00%
2000	14.25%	0.00%