LDUR vs IAI

Comparison between PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND (LDUR, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed LDUR, delivering a return of +14.4% compared to +2.3%

LDUR vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDUR(ETF)	IAI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.54%	0.38%
Max Drawdown	9.01%	75.80%
Sharpe Ratio	0.33	0.77
5Y Beta	-0.00	1.06
P/E Ratio	N/A	21.75
Forward P/E	N/A	19.31
PEG Ratio	N/A	0.52
5Y Dividends CAGR	20.43%	12.58%
5Y EPS CAGR	N/A	13.72%
Debt to Equity	N/A	72.19%
P/S Ratio	N/A	3.26
P/B Ratio	N/A	3.76

Net Assets

LDUR

$1.40B

IAI

$1.40B

Expense Ratio

LDUR

0.54%

Winner

IAI

0.38%

Max Drawdown

Winner

LDUR

9.01%

IAI

75.80%

Sharpe Ratio

LDUR

0.33

Winner

IAI

0.77

5Y Beta

Winner

LDUR

-0.00

IAI

1.06

P/E Ratio

LDUR

N/A

IAI

21.75

Forward P/E

LDUR

N/A

IAI

19.31

PEG Ratio

LDUR

N/A

IAI

0.52

5Y Dividends CAGR

Winner

LDUR

20.43%

IAI

12.58%

5Y EPS CAGR

LDUR

N/A

IAI

13.72%

Debt to Equity

LDUR

N/A

IAI

72.19%

P/S Ratio

LDUR

N/A

IAI

3.26

P/B Ratio

LDUR

N/A

IAI

3.76

LDUR vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	LDUR	IAI
1 month	+0.41%	+1.09%
3 months	+1.02%	+11.05%
6 months	+1.26%	-0.72%
1 year	+4.19%	+12.28%
5 years(CAGR)	+2.33%	+14.38%
10 years(CAGR)	+2.46%	+19.55%
Max(CAGR)	+2.44%	+8.11%

LDUR

+0.41%

Winner

IAI

+1.09%

LDUR

+1.02%

Winner

IAI

+11.05%

Winner

LDUR

+1.26%

IAI

-0.72%

LDUR

+4.19%

Winner

IAI

+12.28%

5Y(CAGR)

LDUR

+2.33%

Winner

IAI

+14.38%

10Y(CAGR)

LDUR

+2.46%

Winner

IAI

+19.55%

Max(CAGR)

LDUR

+2.44%

Winner

IAI

+8.11%

LDUR vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	LDUR	IAI
2026	+1.19%	+0.44%
2025	+5.80%	+25.49%
2024	+5.26%	+35.52%
2023	+4.82%	+14.79%
2022	-4.34%	-11.75%
2021	-0.50%	+41.17%
2020	+4.42%	+17.15%
2019	+4.29%	+23.36%
2018	+1.07%	-9.42%
2017	+2.13%	+27.80%
2016	+2.53%	+24.66%
2015	+2.27%	-0.96%
2014	+1.84%	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

LDUR vs IAI Drawdown Comparison

The maximum drawdown for LDUR was -8.68%, occurring on Mar 26, 2020. Recovery took 76 trading sessions.

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current LDUR drawdown is -0.03%. The current IAI drawdown is -4.09%.

Rank	LDUR	IAI
#1	-8.68% Mar 9, 2020 - Jun 25, 2020	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-6.75% Oct 1, 2021 - Jan 31, 2024	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-1.96% Nov 27, 2015 - Mar 23, 2016	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-1.17% Apr 3, 2025 - Apr 30, 2025	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-1.02% May 27, 2015 - Nov 5, 2015	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-0.93% Feb 27, 2026 - May 8, 2026	-19.73% May 9, 2006 - Oct 5, 2006
#7	-0.91% Oct 13, 2014 - Jan 27, 2015	-16.52% Jan 15, 2026 - Mar 27, 2026
#8	-0.84% Feb 2, 2015 - Feb 19, 2015	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-0.80% Nov 16, 2018 - Feb 5, 2019	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-0.77% Oct 24, 2016 - Jan 24, 2017	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-0.64% Nov 2, 2017 - May 23, 2018	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-0.61% Sep 27, 2024 - Nov 29, 2024	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-0.60% Feb 1, 2024 - Mar 8, 2024	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-0.59% May 9, 2014 - Aug 4, 2014	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-0.56% Apr 14, 2015 - Apr 21, 2015	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

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

0.94

-101

Dividend Comparison (2006 - 2026)

LDUR vs IAI dividend yield comparison.

Year	LDUR	IAI
2026	1.65%	0.64%
2025	4.60%	0.95%
2024	4.77%	1.05%
2023	4.11%	1.80%
2022	2.22%	2.14%
2021	0.90%	1.31%
2020	2.15%	1.55%
2019	3.14%	1.52%
2018	2.66%	1.58%
2017	2.08%	1.37%
2016	1.85%	1.49%
2015	2.92%	1.31%
2014	1.66%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%