LQD vs EFV
Comparison between ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed LQD, delivering a return of +12.5% compared to -0.2%
LQD vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LQD vs EFV - Historical Returns
Returns include dividend reinvestment.
LQD vs EFV - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | LQD | EFV |
|---|---|---|
| 2026 | +1.22% | +7.70% |
| 2025 | +7.89% | +42.78% |
| 2024 | +1.55% | +6.09% |
| 2023 | +8.65% | +17.94% |
| 2022 | -17.05% | -6.02% |
| 2021 | -1.34% | +10.61% |
| 2020 | +10.74% | -3.97% |
| 2019 | +17.00% | +16.14% |
| 2018 | -3.14% | -15.39% |
| 2017 | +6.96% | +20.26% |
| 2016 | +6.27% | +6.73% |
| 2015 | -1.60% | -5.58% |
| 2014 | +8.00% | -4.94% |
| 2013 | -2.22% | +19.72% |
| 2012 | +10.67% | +15.79% |
| 2011 | +9.31% | -13.17% |
| 2010 | +8.75% | +1.59% |
| 2009 | +9.58% | +26.61% |
| 2008 | +1.20% | -41.53% |
| 2007 | +3.95% | +3.83% |
| 2006 | +3.65% | +26.22% |
| 2005 | +0.51% | +10.86% |
| 2004 | +6.48% | N/A |
| 2003 | +8.29% | N/A |
| 2002 | +9.86% | N/A |
LQD vs EFV 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 EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current LQD drawdown is -3.04%. The current EFV drawdown is -2.78%.
| Rank | LQD | EFV |
|---|---|---|
| #1 | -24.96% Sep 22, 2021 - Oct 20, 2022 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -21.76% Mar 6, 2020 - Jun 10, 2020 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -21.54% May 1, 2008 - Jan 9, 2009 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -10.86% Jan 9, 2009 - Jun 25, 2009 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -8.70% Jun 13, 2003 - Mar 5, 2004 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -8.57% May 1, 2013 - May 1, 2014 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -7.66% Mar 17, 2004 - Sep 16, 2004 | -10.90% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -6.64% Dec 31, 2020 - Aug 3, 2021 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -6.03% Feb 2, 2015 - Apr 1, 2016 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -5.86% Sep 6, 2016 - Jun 14, 2017 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -5.63% Dec 29, 2017 - Mar 12, 2019 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -5.23% Nov 4, 2010 - May 5, 2011 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -4.85% Aug 31, 2005 - Sep 19, 2006 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -4.66% Nov 4, 2011 - Jan 17, 2012 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -4.34% Sep 27, 2002 - Nov 7, 2002 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between LQD and EFV is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2002 - 2026)
LQD vs EFV dividend yield comparison.
| Year | LQD | EFV |
|---|---|---|
| 2026 | 1.90% | 2.70% |
| 2025 | 4.48% | 4.16% |
| 2024 | 4.45% | 4.66% |
| 2023 | 3.99% | 4.36% |
| 2022 | 3.30% | 4.17% |
| 2021 | 2.30% | 4.07% |
| 2020 | 2.66% | 2.42% |
| 2019 | 3.29% | 4.62% |
| 2018 | 3.67% | 4.56% |
| 2017 | 3.10% | 3.56% |
| 2016 | 3.34% | 3.28% |
| 2015 | 3.47% | 3.59% |
| 2014 | 3.39% | 4.87% |
| 2013 | 3.83% | 3.19% |
| 2012 | 3.83% | 3.77% |
| 2011 | 4.39% | 4.52% |
| 2010 | 4.87% | 3.23% |
| 2009 | 5.50% | 2.97% |
| 2008 | 5.37% | 4.70% |
| 2007 | 5.45% | 4.51% |
| 2006 | 5.04% | 1.65% |
| 2005 | 4.76% | 0.45% |
| 2004 | 4.66% | 0.00% |
| 2003 | 4.96% | 0.00% |
| 2002 | 2.26% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks