LQDB vs PSR

Comparison between ISHARES BBB RATED CORPORATE BOND ETF (LQDB, ETF) and INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF).

5-Year PerformancePSR has outperformed LQDB, delivering a return of +2.7% compared to +0.8%

LQDB vs PSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDB(ETF)	PSR(ETF)
Net Assets	$52M	$52M
Expense Ratio	0.15%	0.35%
Max Drawdown	24.24%	42.96%
Sharpe Ratio	0.34	0.85
5Y Beta	0.11	0.47
P/E Ratio	N/A	31.68
Forward P/E	N/A	36.98
PEG Ratio	N/A	0.34
5Y Dividends CAGR	N/A	-1.88%
5Y EPS CAGR	N/A	12.00%
Debt to Equity	N/A	38.88%
P/S Ratio	N/A	7.95
P/B Ratio	N/A	3.31

Net Assets

LQDB

$52M

Winner

PSR

$52M

Expense Ratio

Winner

LQDB

0.15%

PSR

0.35%

Max Drawdown

Winner

LQDB

24.24%

PSR

42.96%

Sharpe Ratio

LQDB

0.34

Winner

PSR

0.85

5Y Beta

Winner

LQDB

0.11

PSR

0.47

P/E Ratio

LQDB

N/A

PSR

31.68

Forward P/E

LQDB

N/A

PSR

36.98

PEG Ratio

LQDB

N/A

PSR

0.34

5Y Dividends CAGR

LQDB

N/A

PSR

-1.88%

5Y EPS CAGR

LQDB

N/A

PSR

12.00%

Debt to Equity

LQDB

N/A

PSR

38.88%

P/S Ratio

LQDB

N/A

PSR

7.95

P/B Ratio

LQDB

N/A

PSR

3.31

LQDB vs PSR - Historical Returns

Returns include dividend reinvestment.

Period	LQDB	PSR
1 month	+0.01%	+1.86%
3 months	-0.65%	+5.08%
6 months	+0.50%	+14.27%
1 year	+5.28%	+15.29%
5 years(CAGR)	+0.77%	+2.69%
10 years(CAGR)	N/A	+5.90%
Max(CAGR)	+0.92%	+12.29%

LQDB

+0.01%

Winner

PSR

+1.86%

LQDB

-0.65%

Winner

PSR

+5.08%

LQDB

+0.50%

Winner

PSR

+14.27%

LQDB

+5.28%

Winner

PSR

+15.29%

5Y(CAGR)

LQDB

+0.77%

Winner

PSR

+2.69%

10Y(CAGR)

LQDB

N/A

PSR

+5.90%

Max(CAGR)

LQDB

+0.92%

Winner

PSR

+12.29%

LQDB vs PSR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	LQDB	PSR
2026	+0.45%	+14.67%
2025	+7.34%	+3.54%
2024	+2.98%	+0.80%
2023	+8.99%	+8.21%
2022	-14.84%	-24.78%
2021	+2.35%	+46.63%
2020	N/A	-4.44%
2019	N/A	+31.92%
2018	N/A	-4.15%
2017	N/A	+9.52%
2016	N/A	+6.23%
2015	N/A	+1.24%
2014	N/A	+33.32%
2013	N/A	-0.12%
2012	N/A	+14.39%
2011	N/A	+9.35%
2010	N/A	+27.90%
2009	N/A	+29.27%
2008	N/A	+44.81%

LQDB vs PSR Drawdown Comparison

The maximum drawdown for LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 998 trading sessions.

The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.

The current LQDB drawdown is -1.15%. The current PSR drawdown is -3.26%.

Rank	LQDB	PSR
#1	-21.64% Sep 22, 2021 - Sep 15, 2025	-42.28% Feb 14, 2020 - Apr 20, 2021
#2	-2.67% Feb 19, 2026 - Mar 27, 2026	-37.98% Dec 19, 2008 - Aug 4, 2009
#3	-1.56% Aug 3, 2021 - Sep 22, 2021	-34.80% Dec 31, 2021 - Oct 25, 2023
#4	-1.51% Oct 27, 2025 - Feb 6, 2026	-21.54% Jul 22, 2011 - Jan 26, 2012
#5	-0.86% Sep 16, 2025 - Oct 14, 2025	-18.70% May 21, 2013 - Jun 5, 2014
#6	-0.72% Jul 8, 2021 - Jul 19, 2021	-16.92% Jan 27, 2015 - May 6, 2016
#7	-0.55% Jun 18, 2021 - Jun 30, 2021	-16.61% Apr 29, 2010 - Sep 3, 2010
#8	-0.45% Jun 11, 2021 - Jun 18, 2021	-14.25% Aug 1, 2016 - Nov 6, 2017
#9	-0.43% May 25, 2021 - Jun 4, 2021	-12.25% Dec 6, 2018 - Jan 31, 2019
#10	-0.39% Jul 19, 2021 - Jul 27, 2021	-11.81% Nov 13, 2017 - Jul 6, 2018
#11	-0.16% Jul 28, 2021 - Aug 2, 2021	-11.25% Dec 28, 2009 - Mar 5, 2010
#12	-0.12% Jun 30, 2021 - Jul 2, 2021	-10.78% Aug 7, 2009 - Sep 14, 2009
#13	-0.12% Oct 16, 2025 - Oct 20, 2025	-9.76% Sep 22, 2009 - Dec 2, 2009
#14	-0.11% Feb 6, 2026 - Feb 12, 2026	-9.14% May 1, 2012 - Jul 5, 2012
#15	-0.10% Feb 17, 2026 - Feb 19, 2026	-9.03% Aug 20, 2018 - Dec 6, 2018

Correlation

Correlation between LQDB and PSR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2008 - 2026)

LQDB vs PSR dividend yield comparison.

Year	LQDB	PSR
2026	1.97%	0.65%
2025	4.65%	2.56%
2024	4.46%	3.06%
2023	3.90%	2.93%
2022	4.14%	2.94%
2021	1.32%	2.12%
2020	0.00%	3.09%
2019	0.00%	2.55%
2018	0.00%	2.64%
2017	0.00%	0.14%
2016	0.00%	3.60%
2015	0.00%	3.20%
2014	0.00%	1.24%
2013	0.00%	1.56%
2012	0.00%	1.99%
2011	0.00%	0.84%
2010	0.00%	2.11%
2009	0.00%	1.70%
2008	0.00%	1.21%