LQDH vs CFA

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF).

5-Year PerformanceCFA has outperformed LQDH, delivering a return of +8.0% compared to +5.4%

LQDH vs CFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	CFA(ETF)
Net Assets	$537M	$538M
Expense Ratio	0.24%	0.35%
Max Drawdown	28.17%	37.86%
Sharpe Ratio	0.64	1.03
5Y Beta	0.14	0.72
P/E Ratio	N/A	22.27
Forward P/E	N/A	18.13
PEG Ratio	N/A	0.26
5Y Dividends CAGR	25.99%	11.70%
5Y EPS CAGR	N/A	13.70%
Debt to Equity	N/A	50.44%
P/S Ratio	N/A	1.97
P/B Ratio	N/A	3.56

Net Assets

LQDH

$537M

Winner

CFA

$538M

Expense Ratio

Winner

LQDH

0.24%

CFA

0.35%

Max Drawdown

Winner

LQDH

28.17%

CFA

37.86%

Sharpe Ratio

LQDH

0.64

Winner

CFA

1.03

5Y Beta

Winner

LQDH

0.14

CFA

0.72

P/E Ratio

LQDH

N/A

CFA

22.27

Forward P/E

LQDH

N/A

CFA

18.13

PEG Ratio

LQDH

N/A

CFA

0.26

5Y Dividends CAGR

Winner

LQDH

25.99%

CFA

11.70%

5Y EPS CAGR

LQDH

N/A

CFA

13.70%

Debt to Equity

LQDH

N/A

CFA

50.44%

P/S Ratio

LQDH

N/A

CFA

1.97

P/B Ratio

LQDH

N/A

CFA

3.56

LQDH vs CFA - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	CFA
1 month	+0.90%	+2.43%
3 months	+0.53%	+6.18%
6 months	+2.63%	+6.68%
1 year	+5.42%	+14.32%
5 years(CAGR)	+5.37%	+8.03%
10 years(CAGR)	+4.51%	+11.63%
Max(CAGR)	+3.52%	+10.69%

LQDH

+0.90%

Winner

CFA

+2.43%

LQDH

+0.53%

Winner

CFA

+6.18%

LQDH

+2.63%

Winner

CFA

+6.68%

LQDH

+5.42%

Winner

CFA

+14.32%

5Y(CAGR)

LQDH

+5.37%

Winner

CFA

+8.03%

10Y(CAGR)

LQDH

+4.51%

Winner

CFA

+11.63%

Max(CAGR)

LQDH

+3.52%

Winner

CFA

+10.69%

LQDH vs CFA - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LQDH	CFA
2026	+2.65%	+12.19%
2025	+7.00%	+8.76%
2024	+7.80%	+15.26%
2023	+10.83%	+11.98%
2022	-2.00%	-10.96%
2021	+2.60%	+27.98%
2020	+2.05%	+11.49%
2019	+9.32%	+31.11%
2018	-1.83%	-9.01%
2017	+6.03%	+21.65%
2016	+5.89%	+16.93%
2015	-2.14%	+0.12%
2014	-1.86%	+4.74%

LQDH vs CFA Drawdown Comparison

The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.

The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The current CFA drawdown is -1.16%.

Rank	LQDH	CFA
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-37.73% Feb 19, 2020 - Nov 5, 2020
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-20.87% Dec 29, 2021 - Jan 29, 2024
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-20.84% Sep 20, 2018 - Apr 30, 2019
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-17.28% Nov 29, 2024 - Aug 22, 2025
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-14.17% Jun 23, 2015 - Apr 27, 2016
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-9.12% Jan 26, 2018 - Aug 17, 2018
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-7.52% Sep 17, 2014 - Oct 29, 2014
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-7.13% Mar 2, 2026 - Jun 2, 2026
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-6.65% Jun 8, 2016 - Jul 11, 2016
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-6.21% Jul 26, 2019 - Oct 29, 2019
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-5.85% Apr 30, 2019 - Jun 20, 2019
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-5.54% Nov 16, 2021 - Dec 27, 2021
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-5.53% Mar 28, 2024 - Jul 12, 2024
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-5.29% Nov 26, 2014 - Dec 29, 2014
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-5.13% Sep 2, 2021 - Oct 21, 2021

Correlation

Correlation between LQDH and CFA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2014 - 2026)

LQDH vs CFA dividend yield comparison.

Year	LQDH	CFA
2026	3.37%	0.67%
2025	6.06%	1.29%
2024	7.57%	1.32%
2023	7.69%	1.42%
2022	3.73%	1.59%
2021	1.65%	1.04%
2020	2.22%	1.21%
2019	3.09%	1.35%
2018	5.08%	1.50%
2017	2.37%	1.15%
2016	2.33%	1.37%
2015	2.98%	1.31%
2014	2.19%	0.63%