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LQD vs ACWI

Comparison between ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF) and ISHARES MSCI ACWI ETF (ACWI, ETF).

5-Year PerformanceACWI has outperformed LQD, delivering a return of +11.8% compared to +0.2%

LQD vs ACWI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LQD
$31B
Winner
ACWI
$31B
Expense Ratio
Winner
LQD
0.14%
ACWI
0.32%
Max Drawdown
Winner
LQD
30.46%
ACWI
56.28%
Sharpe Ratio
LQD
0.53
Winner
ACWI
1.84
5Y Beta
Winner
LQD
0.14
ACWI
0.90
P/E Ratio
LQD
N/A
ACWI
28.35
Forward P/E
LQD
N/A
ACWI
22.24
PEG Ratio
LQD
N/A
ACWI
0.49
5Y Dividends CAGR
Winner
LQD
9.18%
ACWI
7.78%
5Y EPS CAGR
LQD
N/A
ACWI
26.97%
Debt to Equity
LQD
N/A
ACWI
29.54%
P/S Ratio
LQD
N/A
ACWI
3.75
P/B Ratio
LQD
N/A
ACWI
5.59

LQD vs ACWI - Historical Returns

Returns include dividend reinvestment.

1M
LQD
-0.52%
Winner
ACWI
+6.47%
3M
LQD
-1.54%
Winner
ACWI
+6.81%
6M
LQD
+0.52%
Winner
ACWI
+12.21%
1Y
LQD
+6.51%
Winner
ACWI
+29.17%
5Y(CAGR)
LQD
+0.18%
Winner
ACWI
+11.78%
10Y(CAGR)
LQD
+2.53%
Winner
ACWI
+13.01%
Max(CAGR)
LQD
+4.48%
Winner
ACWI
+8.51%

LQD vs ACWI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearLQDACWI
2026+0.11%+9.40%
2025+7.89%+22.65%
2024+1.55%+18.47%
2023+8.65%+22.27%
2022-17.05%-18.80%
2021-1.34%+19.33%
2020+10.74%+15.14%
2019+17.00%+26.62%
2018-3.14%-10.03%
2017+6.96%+23.39%
2016+6.27%+10.36%
2015-1.60%-1.98%
2014+8.00%+5.31%
2013-2.22%+19.95%
2012+10.67%+14.58%
2011+9.31%-8.53%
2010+8.75%+10.50%
2009+9.58%+29.52%
2008+1.20%-34.87%
2007+3.95%N/A
2006+3.65%N/A
2005+0.51%N/A
2004+6.48%N/A
2003+8.29%N/A
2002+9.86%N/A

LQD vs ACWI Drawdown Comparison

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 1186 trading sessions.

The current LQD drawdown is -4.10%.

RankLQDACWI
#1-24.96%
Sep 22, 2021 - Oct 20, 2022
-56.00%
May 16, 2008 - Feb 1, 2013
#2-21.76%
Mar 6, 2020 - Jun 10, 2020
-33.53%
Feb 12, 2020 - Aug 24, 2020
#3-21.54%
May 1, 2008 - Jan 9, 2009
-26.41%
Jan 3, 2022 - Jan 25, 2024
#4-10.86%
Jan 9, 2009 - Jun 25, 2009
-19.49%
Jan 26, 2018 - Jul 24, 2019
#5-8.70%
Jun 13, 2003 - Mar 5, 2004
-19.44%
May 21, 2015 - Jan 4, 2017
#6-8.57%
May 1, 2013 - May 1, 2014
-16.55%
Feb 18, 2025 - May 19, 2025
#7-7.66%
Mar 17, 2004 - Sep 16, 2004
-9.73%
Feb 25, 2026 - Apr 15, 2026
#8-6.64%
Dec 31, 2020 - Aug 3, 2021
-9.19%
Sep 5, 2014 - Feb 20, 2015
#9-6.03%
Feb 2, 2015 - Apr 1, 2016
-8.88%
May 21, 2013 - Sep 10, 2013
#10-5.86%
Sep 6, 2016 - Jun 14, 2017
-8.10%
Jul 16, 2024 - Aug 23, 2024
#11-5.63%
Dec 29, 2017 - Mar 12, 2019
-7.51%
Sep 2, 2020 - Nov 9, 2020
#12-5.23%
Nov 4, 2010 - May 5, 2011
-6.66%
Dec 31, 2013 - Feb 27, 2014
#13-4.85%
Aug 31, 2005 - Sep 19, 2006
-6.53%
Jul 24, 2019 - Oct 24, 2019
#14-4.66%
Nov 4, 2011 - Jan 17, 2012
-5.48%
Sep 3, 2021 - Oct 28, 2021
#15-4.34%
Sep 27, 2002 - Nov 7, 2002
-5.12%
Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between LQD and ACWI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2002 - 2026)

LQD vs ACWI dividend yield comparison.

YearLQDACWI
20261.53%0.00%
20254.48%1.55%
20244.45%1.70%
20233.99%1.88%
20223.30%1.79%
20212.30%1.71%
20202.66%1.43%
20193.29%2.33%
20183.67%2.18%
20173.10%1.94%
20163.34%2.19%
20153.47%2.56%
20143.39%2.26%
20133.83%1.89%
20123.83%2.25%
20114.39%2.40%
20104.87%1.73%
20095.50%1.29%
20085.37%0.61%
20075.45%0.00%
20065.04%0.00%
20054.76%0.00%
20044.66%0.00%
20034.96%0.00%
20022.26%0.00%

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