IXP vs LQDH

Comparison between ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceIXP has outperformed LQDH, delivering a return of +7.9% compared to +5.2%

IXP vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXP(ETF)	LQDH(ETF)
Net Assets	$519M	$522M
Expense Ratio	0.40%	0.24%
Max Drawdown	53.06%	28.17%
Sharpe Ratio	0.39	0.83
5Y Beta	0.82	0.14
P/E Ratio	18.30	N/A
Forward P/E	17.51	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	34.03%	25.10%
5Y EPS CAGR	24.52%	N/A
Debt to Equity	30.43%	N/A
P/S Ratio	2.94	N/A
P/B Ratio	3.59	N/A

Net Assets

IXP

$519M

Winner

LQDH

$522M

Expense Ratio

IXP

0.40%

Winner

LQDH

0.24%

Max Drawdown

IXP

53.06%

Winner

LQDH

28.17%

Sharpe Ratio

IXP

0.39

Winner

LQDH

0.83

5Y Beta

IXP

0.82

Winner

LQDH

0.14

P/E Ratio

IXP

18.30

LQDH

N/A

Forward P/E

IXP

17.51

LQDH

N/A

PEG Ratio

IXP

0.21

LQDH

N/A

5Y Dividends CAGR

Winner

IXP

34.03%

LQDH

25.10%

5Y EPS CAGR

IXP

24.52%

LQDH

N/A

Debt to Equity

IXP

30.43%

LQDH

N/A

P/S Ratio

IXP

2.94

LQDH

N/A

P/B Ratio

IXP

3.59

LQDH

N/A

IXP vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	IXP	LQDH
1 month	+1.72%	-0.42%
3 months	-3.81%	+1.11%
6 months	-1.55%	+1.16%
1 year	+7.24%	+5.96%
5 years(CAGR)	+7.94%	+5.22%
10 years(CAGR)	+8.66%	+4.46%
Max(CAGR)	+6.58%	+3.50%

Winner

IXP

+1.72%

LQDH

-0.42%

IXP

-3.81%

Winner

LQDH

+1.11%

IXP

-1.55%

Winner

LQDH

+1.16%

Winner

IXP

+7.24%

LQDH

+5.96%

5Y(CAGR)

Winner

IXP

+7.94%

LQDH

+5.22%

10Y(CAGR)

Winner

IXP

+8.66%

LQDH

+4.46%

Max(CAGR)

Winner

IXP

+6.58%

LQDH

+3.50%

IXP vs LQDH - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXP	LQDH
2026	-3.07%	+1.99%
2025	+28.75%	+7.00%
2024	+32.58%	+7.80%
2023	+36.66%	+10.83%
2022	-33.85%	-2.00%
2021	+13.71%	+2.60%
2020	+20.64%	+2.05%
2019	+24.18%	+9.32%
2018	-14.27%	-1.83%
2017	+5.52%	+6.03%
2016	+6.96%	+5.89%
2015	+0.08%	-2.14%
2014	-0.28%	-1.86%
2013	+21.66%	N/A
2012	+6.25%	N/A
2011	+0.31%	N/A
2010	+9.48%	N/A
2009	+10.09%	N/A
2008	-30.11%	N/A
2007	+23.94%	N/A
2006	+31.42%	N/A
2005	-5.20%	N/A
2004	+17.65%	N/A
2003	+21.44%	N/A
2002	-27.77%	N/A
2001	-0.87%	N/A

IXP vs LQDH Drawdown Comparison

The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.

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

The current IXP drawdown is -7.39%. The current LQDH drawdown is -0.57%.

Rank	IXP	LQDH
#1	-50.11% Oct 29, 2007 - Sep 13, 2013	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-45.32% Jan 4, 2002 - Nov 26, 2004	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-44.29% Sep 7, 2021 - Jun 5, 2024	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-27.11% Feb 19, 2020 - Jul 8, 2020	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-19.89% Jan 26, 2018 - Apr 29, 2019	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-17.54% Feb 14, 2025 - Jun 6, 2025	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-13.99% Apr 28, 2015 - Apr 19, 2016	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-13.95% Aug 15, 2016 - Dec 12, 2017	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-12.26% Jan 29, 2026 - Mar 27, 2026	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-10.63% Sep 2, 2020 - Nov 5, 2020	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-9.22% Dec 31, 2004 - Mar 22, 2006	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-9.13% Apr 29, 2019 - Jul 26, 2019	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-8.98% Jul 29, 2014 - Apr 23, 2015	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-8.65% Jul 10, 2024 - Sep 20, 2024	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-8.28% Jul 19, 2007 - Sep 13, 2007	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between IXP and LQDH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2001 - 2026)

IXP vs LQDH dividend yield comparison.

Year	IXP	LQDH
2026	0.70%	2.88%
2025	2.98%	6.06%
2024	1.35%	7.57%
2023	1.24%	7.69%
2022	0.62%	3.73%
2021	1.80%	1.65%
2020	0.95%	2.22%
2019	2.18%	3.09%
2018	4.32%	5.08%
2017	3.41%	2.37%
2016	4.02%	2.33%
2015	3.89%	2.98%
2014	12.39%	2.19%
2013	3.40%	0.00%
2012	4.76%	0.00%
2011	5.44%	0.00%
2010	4.23%	0.00%
2009	4.05%	0.00%
2008	4.66%	0.00%
2007	1.96%	0.00%
2006	2.39%	0.00%
2005	2.53%	0.00%
2004	1.25%	0.00%
2003	1.42%	0.00%
2002	1.74%	0.00%
2001	0.03%	0.00%