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IAK vs LQDH

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceIAK has outperformed LQDH, delivering a return of +14.6% compared to +5.4%

IAK vs LQDH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAK
$537M
Winner
LQDH
$537M
Expense Ratio
IAK
0.37%
Winner
LQDH
0.24%
Max Drawdown
IAK
78.02%
Winner
LQDH
28.17%
Sharpe Ratio
IAK
0.60
Winner
LQDH
0.64
5Y Beta
IAK
0.40
Winner
LQDH
0.14
P/E Ratio
IAK
10.26
LQDH
N/A
Forward P/E
IAK
11.55
LQDH
N/A
PEG Ratio
IAK
0.17
LQDH
N/A
5Y Dividends CAGR
IAK
17.28%
Winner
LQDH
25.99%
5Y EPS CAGR
IAK
15.99%
LQDH
N/A
Debt to Equity
IAK
14.23%
LQDH
N/A
P/S Ratio
IAK
1.29
LQDH
N/A
P/B Ratio
IAK
1.82
LQDH
N/A

IAK vs LQDH - Historical Returns

Returns include dividend reinvestment.

1M
IAK
-1.21%
Winner
LQDH
+0.90%
3M
Winner
IAK
+9.45%
LQDH
+0.53%
6M
Winner
IAK
+10.38%
LQDH
+2.63%
1Y
Winner
IAK
+13.55%
LQDH
+5.42%
5Y(CAGR)
Winner
IAK
+14.55%
LQDH
+5.37%
10Y(CAGR)
Winner
IAK
+13.13%
LQDH
+4.51%
Max(CAGR)
Winner
IAK
+7.32%
LQDH
+3.52%

IAK vs LQDH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIAKLQDH
2026+10.37%+2.65%
2025+10.18%+7.00%
2024+26.86%+7.80%
2023+11.32%+10.83%
2022+11.43%-2.00%
2021+29.77%+2.60%
2020-3.63%+2.05%
2019+26.33%+9.32%
2018-10.35%-1.83%
2017+13.97%+6.03%
2016+21.48%+5.89%
2015+4.29%-2.14%
2014+8.92%-1.86%
2013+41.70%N/A
2012+16.16%N/A
2011-9.14%N/A
2010+18.03%N/A
2009+12.63%N/A
2008-50.01%N/A
2007-7.80%N/A
2006+8.66%N/A

IAK vs LQDH Drawdown Comparison

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

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

The current IAK drawdown is -3.75%.

RankIAKLQDH
#1-77.37%
May 22, 2007 - Dec 29, 2014
-24.63%
Dec 31, 2019 - Nov 19, 2020
#2-44.95%
Feb 11, 2020 - Mar 8, 2021
-9.64%
Jul 16, 2014 - Dec 13, 2016
#3-20.30%
Jan 26, 2018 - Apr 30, 2019
-7.08%
Nov 5, 2021 - Jan 26, 2023
#4-16.97%
Dec 1, 2015 - Aug 29, 2016
-4.86%
Feb 19, 2025 - Jun 4, 2025
#5-14.74%
Apr 20, 2022 - Nov 10, 2022
-4.56%
Oct 1, 2018 - Apr 8, 2019
#6-14.38%
Feb 13, 2023 - Sep 19, 2023
-2.94%
Feb 2, 2023 - Jun 2, 2023
#7-11.58%
Apr 2, 2025 - Dec 15, 2025
-2.55%
Jul 24, 2019 - Oct 18, 2019
#8-11.30%
Nov 29, 2024 - Mar 17, 2025
-2.44%
Feb 1, 2018 - Aug 3, 2018
#9-10.64%
Aug 17, 2015 - Dec 1, 2015
-2.35%
Jan 22, 2026 - Apr 15, 2026
#10-9.08%
Dec 30, 2014 - May 19, 2015
-2.20%
Apr 26, 2019 - Jul 1, 2019
#11-8.71%
May 7, 2021 - Aug 25, 2021
-1.96%
Feb 18, 2021 - Mar 31, 2021
#12-8.55%
Aug 2, 2017 - Oct 10, 2017
-1.81%
Jul 10, 2024 - Aug 19, 2024
#13-8.41%
Nov 3, 2021 - Jan 4, 2022
-1.38%
Sep 19, 2023 - Nov 10, 2023
#14-7.70%
Feb 9, 2022 - Mar 18, 2022
-1.22%
Jul 21, 2017 - Sep 21, 2017
#15-7.62%
Dec 15, 2025 - Jun 16, 2026
-1.17%
Dec 27, 2016 - Feb 21, 2017

Correlation

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

0.98
-101

Dividend Comparison (2006 - 2026)

IAK vs LQDH dividend yield comparison.

YearIAKLQDH
20261.63%3.37%
20251.69%6.06%
20241.49%7.57%
20231.44%7.69%
20221.69%3.73%
20212.26%1.65%
20202.07%2.22%
20191.84%3.09%
20182.33%5.08%
20171.62%2.37%
20161.68%2.33%
20151.62%2.98%
20141.57%2.19%
20131.13%0.00%
20121.74%0.00%
20111.51%0.00%
20102.08%0.00%
20091.60%0.00%
20082.46%0.00%
20071.19%0.00%
20060.63%0.00%

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