IGBH vs QLV

Comparison between ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF) and FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND (QLV, ETF).

5-Year PerformanceQLV has outperformed IGBH, delivering a return of +10.4% compared to +5.5%

IGBH vs QLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGBH(ETF)	QLV(ETF)
Net Assets	$189M	$161M
Expense Ratio	0.14%	0.08%
Max Drawdown	38.89%	33.95%
Sharpe Ratio	1.18	1.17
5Y Beta	0.23	0.58
P/E Ratio	N/A	23.16
Forward P/E	N/A	19.53
PEG Ratio	N/A	0.46
5Y Dividends CAGR	21.47%	15.25%
5Y EPS CAGR	N/A	22.49%
Debt to Equity	N/A	-7.95%
P/S Ratio	N/A	3.20
P/B Ratio	N/A	4.67

Net Assets

Winner

IGBH

$189M

QLV

$161M

Expense Ratio

IGBH

0.14%

Winner

QLV

0.08%

Max Drawdown

IGBH

38.89%

Winner

QLV

33.95%

Sharpe Ratio

Winner

IGBH

1.18

QLV

1.17

5Y Beta

Winner

IGBH

0.23

QLV

0.58

P/E Ratio

IGBH

N/A

QLV

23.16

Forward P/E

IGBH

N/A

QLV

19.53

PEG Ratio

IGBH

N/A

QLV

0.46

5Y Dividends CAGR

Winner

IGBH

21.47%

QLV

15.25%

5Y EPS CAGR

IGBH

N/A

QLV

22.49%

Debt to Equity

IGBH

N/A

QLV

-7.95%

P/S Ratio

IGBH

N/A

QLV

3.20

P/B Ratio

IGBH

N/A

QLV

4.67

IGBH vs QLV - Historical Returns

Returns include dividend reinvestment.

Period	IGBH	QLV
1 month	+1.19%	+0.71%
3 months	+5.19%	+3.39%
6 months	+3.41%	+5.39%
1 year	+8.74%	+13.17%
5 years(CAGR)	+5.49%	+10.39%
10 years(CAGR)	+5.05%	N/A
Max(CAGR)	+4.74%	+11.34%

Winner

IGBH

+1.19%

QLV

+0.71%

Winner

IGBH

+5.19%

QLV

+3.39%

IGBH

+3.41%

Winner

QLV

+5.39%

IGBH

+8.74%

Winner

QLV

+13.17%

5Y(CAGR)

IGBH

+5.49%

Winner

QLV

+10.39%

10Y(CAGR)

IGBH

+5.05%

QLV

N/A

Max(CAGR)

IGBH

+4.74%

Winner

QLV

+11.34%

IGBH vs QLV - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IGBH	QLV
2026	+2.59%	+5.81%
2025	+8.11%	+12.42%
2024	+7.57%	+17.93%
2023	+12.32%	+13.92%
2022	-3.22%	-9.42%
2021	+3.04%	+27.81%
2020	+1.46%	+9.13%
2019	+9.69%	+6.23%
2018	-4.22%	N/A
2017	+9.75%	N/A
2016	+7.57%	N/A
2015	-0.51%	N/A

IGBH vs QLV Drawdown Comparison

The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.

The maximum drawdown for QLV was -33.70%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current QLV drawdown is -0.94%.

Rank	IGBH	QLV
#1	-33.67% Jan 17, 2020 - Dec 18, 2020	-33.70% Feb 19, 2020 - Sep 2, 2020
#2	-10.49% Sep 27, 2021 - Jun 16, 2023	-17.94% Dec 29, 2021 - Dec 12, 2023
#3	-8.51% Jan 23, 2018 - Dec 18, 2019	-12.05% Dec 5, 2024 - Jun 10, 2025
#4	-8.12% Oct 22, 2015 - Apr 22, 2016	-8.50% Sep 2, 2020 - Nov 16, 2020
#5	-6.93% Feb 14, 2025 - Jul 1, 2025	-6.88% Sep 3, 2021 - Oct 26, 2021
#6	-4.24% Jan 22, 2026 - May 14, 2026	-6.19% Mar 2, 2026 - May 12, 2026
#7	-3.03% May 31, 2024 - Sep 18, 2024	-5.37% Jan 25, 2021 - Mar 26, 2021
#8	-2.87% Apr 29, 2016 - Jul 26, 2016	-4.72% Jul 16, 2024 - Aug 16, 2024
#9	-2.87% Feb 17, 2021 - Mar 31, 2021	-4.46% Mar 28, 2024 - May 15, 2024
#10	-2.59% Sep 18, 2015 - Oct 22, 2015	-4.20% Jul 29, 2019 - Sep 4, 2019
#11	-2.36% Apr 6, 2021 - Sep 24, 2021	-3.57% Nov 19, 2021 - Dec 10, 2021
#12	-2.04% Jul 6, 2017 - Sep 29, 2017	-3.23% May 7, 2021 - Jun 10, 2021
#13	-1.93% Oct 20, 2016 - Dec 6, 2016	-3.17% Oct 18, 2024 - Nov 8, 2024
#14	-1.76% Dec 31, 2019 - Jan 17, 2020	-2.82% Sep 6, 2019 - Nov 1, 2019
#15	-1.56% Dec 29, 2020 - Jan 13, 2021	-2.64% Nov 8, 2024 - Nov 26, 2024

Correlation

Correlation between IGBH and QLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2015 - 2026)

IGBH vs QLV dividend yield comparison.

Year	IGBH	QLV
2026	2.14%	0.30%
2025	6.23%	1.60%
2024	6.88%	1.66%
2023	7.32%	1.60%
2022	3.84%	1.74%
2021	2.71%	0.96%
2020	2.39%	1.24%
2019	3.40%	0.58%
2018	5.56%	0.00%
2017	2.87%	0.00%
2016	2.62%	0.00%
2015	1.12%	0.00%