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LKOR vs LLDR

Comparison between FLEXSHARES CREDIT-SCORED US LONG CORPORATE BOND INDEX FUND (LKOR, ETF) and GLOBAL X LONG-TERM TREASURY LADDER ETF (LLDR, ETF).

LKOR vs LLDR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LKOR
$35M
LLDR
$35M
Expense Ratio
LKOR
0.15%
Winner
LLDR
0.12%
Max Drawdown
LKOR
42.66%
Winner
LLDR
14.69%
Sharpe Ratio
Winner
LKOR
0.31
LLDR
-0.01
5Y Beta
LKOR
0.23
Winner
LLDR
0.06
5Y Dividends CAGR
LKOR
-9.41%
LLDR
N/A

LKOR vs LLDR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LKOR
+0.40%
LLDR
-0.17%
3M
Winner
LKOR
-0.72%
LLDR
-2.87%
6M
Winner
LKOR
-0.25%
LLDR
-1.21%
1Y
Winner
LKOR
+6.24%
LLDR
+3.26%
5Y(CAGR)
LKOR
-1.68%
LLDR
N/A
10Y(CAGR)
LKOR
+2.44%
LLDR
N/A
Max(CAGR)
Winner
LKOR
+3.18%
LLDR
-3.39%

LKOR vs LLDR - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearLKORLLDR
2026+0.44%-0.81%
2025+6.98%+5.60%
2024-0.07%-10.04%
2023+10.41%N/A
2022-24.38%N/A
2021-0.69%N/A
2020+15.62%N/A
2019+23.94%N/A
2018-6.58%N/A
2017+13.38%N/A
2016+6.42%N/A
2015-0.34%N/A

LKOR vs LLDR Drawdown Comparison

The maximum drawdown for LKOR was -34.80%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for LLDR was -12.47%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current LKOR drawdown is -14.04%. The current LLDR drawdown is -6.15%.

RankLKORLLDR
#1-34.80%
Sep 22, 2021 - Oct 24, 2022
-12.47%
Sep 16, 2024 - Jan 14, 2025
#2-28.32%
Mar 6, 2020 - Jun 30, 2020
-0.58%
Sep 10, 2024 - Sep 16, 2024
#3-11.04%
Dec 15, 2017 - May 24, 2019
N/A
#4-10.66%
Aug 31, 2016 - Jul 21, 2017
N/A
#5-10.32%
Dec 31, 2020 - Jul 19, 2021
N/A
#6-5.84%
Aug 6, 2020 - Nov 30, 2020
N/A
#7-4.85%
Aug 28, 2019 - Dec 13, 2019
N/A
#8-4.64%
Oct 27, 2015 - Mar 14, 2016
N/A
#9-2.77%
Aug 4, 2021 - Sep 14, 2021
N/A
#10-2.33%
Sep 6, 2017 - Nov 22, 2017
N/A
#11-2.33%
Jul 11, 2016 - Aug 23, 2016
N/A
#12-1.92%
Aug 3, 2017 - Sep 6, 2017
N/A
#13-1.86%
Nov 30, 2020 - Dec 31, 2020
N/A
#14-1.82%
Apr 15, 2016 - Jun 3, 2016
N/A
#15-1.34%
Feb 24, 2020 - Feb 28, 2020
N/A

Correlation

Correlation between LKOR and LLDR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2015 - 2026)

LKOR vs LLDR dividend yield comparison.

YearLKORLLDR
20262.50%1.97%
20255.57%4.42%
20245.52%1.20%
20234.90%0.00%
20224.71%0.00%
20214.73%0.00%
20206.56%0.00%
20193.71%0.00%
20184.21%0.00%
20173.77%0.00%
20165.53%0.00%
20151.22%0.00%

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