LQDH vs CMDY

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF).

5-Year PerformanceCMDY has outperformed LQDH, delivering a return of +10.1% compared to +5.2%

LQDH vs CMDY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	CMDY(ETF)
Net Assets	$522M	$523M
Expense Ratio	0.24%	0.28%
Max Drawdown	28.17%	33.81%
Sharpe Ratio	0.83	1.43
5Y Beta	0.14	0.16
5Y Dividends CAGR	25.10%	50.79%

Net Assets

LQDH

$522M

Winner

CMDY

$523M

Expense Ratio

Winner

LQDH

0.24%

CMDY

0.28%

Max Drawdown

Winner

LQDH

28.17%

CMDY

33.81%

Sharpe Ratio

LQDH

0.83

Winner

CMDY

1.43

5Y Beta

Winner

LQDH

0.14

CMDY

0.16

5Y Dividends CAGR

LQDH

25.10%

Winner

CMDY

50.79%

LQDH vs CMDY - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	CMDY
1 month	-0.42%	+5.24%
3 months	+1.11%	-0.07%
6 months	+1.16%	+13.71%
1 year	+5.96%	+29.93%
5 years(CAGR)	+5.22%	+10.07%
10 years(CAGR)	+4.46%	+7.68%
Max(CAGR)	+3.50%	+7.68%

LQDH

-0.42%

Winner

CMDY

+5.24%

Winner

LQDH

+1.11%

CMDY

-0.07%

LQDH

+1.16%

Winner

CMDY

+13.71%

LQDH

+5.96%

Winner

CMDY

+29.93%

5Y(CAGR)

LQDH

+5.22%

Winner

CMDY

+10.07%

10Y(CAGR)

LQDH

+4.46%

Winner

CMDY

+7.68%

Max(CAGR)

LQDH

+3.50%

Winner

CMDY

+7.68%

LQDH vs CMDY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LQDH	CMDY
2026	+1.99%	+21.77%
2025	+7.00%	+15.05%
2024	+7.80%	+5.97%
2023	+10.83%	-7.25%
2022	-2.00%	+13.73%
2021	+2.60%	+25.42%
2020	+2.05%	+0.99%
2019	+9.32%	+4.79%
2018	-1.83%	-11.10%
2017	+6.03%	N/A
2016	+5.89%	N/A
2015	-2.14%	N/A
2014	-1.86%	N/A

LQDH vs CMDY Drawdown Comparison

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

The maximum drawdown for CMDY was -31.20%, occurring on Mar 18, 2020. Recovery took 732 trading sessions.

The current LQDH drawdown is -0.57%. The current CMDY drawdown is -6.64%.

Rank	LQDH	CMDY
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-31.20% May 24, 2018 - Apr 22, 2021
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-26.56% Jun 7, 2022 - Jan 23, 2026
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-14.23% May 12, 2026 - Jun 24, 2026
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-10.71% Mar 8, 2022 - Apr 14, 2022
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-10.02% Oct 25, 2021 - Jan 26, 2022
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-7.73% Jan 29, 2026 - Mar 5, 2026
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-7.56% Apr 18, 2022 - Jun 6, 2022
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-5.77% Jul 29, 2021 - Sep 3, 2021
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-5.72% Jun 11, 2021 - Jul 22, 2021
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-4.67% Mar 18, 2026 - Apr 2, 2026
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-4.16% Apr 6, 2026 - Apr 27, 2026
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-3.79% Sep 15, 2021 - Sep 27, 2021
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-3.20% May 11, 2021 - Jun 1, 2021
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-2.63% May 4, 2026 - May 12, 2026
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-2.00% Mar 12, 2026 - Mar 18, 2026

Correlation

Correlation between LQDH and CMDY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2014 - 2026)

LQDH vs CMDY dividend yield comparison.

Year	LQDH	CMDY
2026	2.88%	0.00%
2025	6.06%	12.89%
2024	7.57%	4.23%
2023	7.69%	5.10%
2022	3.73%	3.98%
2021	1.65%	16.09%
2020	2.22%	0.15%
2019	3.09%	2.21%
2018	5.08%	1.73%
2017	2.37%	0.00%
2016	2.33%	0.00%
2015	2.98%	0.00%
2014	2.19%	0.00%