LQDH vs EPU
Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF).
5-Year PerformanceEPU has outperformed LQDH, delivering a return of +35.1% compared to +5.4%
LQDH vs EPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LQDH
$537M
EPU
$532M
Expense Ratio
Winner
LQDH
0.24%
EPU
0.59%
Max Drawdown
Winner
LQDH
28.17%
EPU
64.62%
Sharpe Ratio
LQDH
0.64
Winner
EPU
1.95
5Y Beta
Winner
LQDH
0.14
EPU
0.89
P/E Ratio
LQDH
N/A
EPU
17.83
Forward P/E
LQDH
N/A
EPU
19.85
PEG Ratio
LQDH
N/A
EPU
0.29
5Y Dividends CAGR
Winner
LQDH
25.99%
EPU
23.04%
5Y EPS CAGR
LQDH
N/A
EPU
41.79%
Debt to Equity
LQDH
N/A
EPU
64.08%
P/S Ratio
LQDH
N/A
EPU
1.73
P/B Ratio
LQDH
N/A
EPU
3.67
LQDH vs EPU - Historical Returns
Returns include dividend reinvestment.
1M
LQDH
+0.90%
Winner
EPU
+10.27%
3M
LQDH
+0.53%
Winner
EPU
+15.99%
6M
LQDH
+2.63%
Winner
EPU
+3.94%
1Y
LQDH
+5.42%
Winner
EPU
+81.76%
5Y(CAGR)
LQDH
+5.37%
Winner
EPU
+35.09%
10Y(CAGR)
LQDH
+4.51%
Winner
EPU
+14.53%
Max(CAGR)
LQDH
+3.52%
Winner
EPU
+11.20%
LQDH vs EPU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | LQDH | EPU |
|---|---|---|
| 2026 | +2.65% | +31.77% |
| 2025 | +7.00% | +85.21% |
| 2024 | +7.80% | +23.00% |
| 2023 | +10.83% | +24.05% |
| 2022 | -2.00% | +0.48% |
| 2021 | +2.60% | -12.88% |
| 2020 | +2.05% | -4.80% |
| 2019 | +9.32% | +6.71% |
| 2018 | -1.83% | -13.92% |
| 2017 | +6.03% | +28.47% |
| 2016 | +5.89% | +64.99% |
| 2015 | -2.14% | -35.82% |
| 2014 | -1.86% | -3.94% |
| 2013 | N/A | -26.81% |
| 2012 | N/A | +20.98% |
| 2011 | N/A | -22.39% |
| 2010 | N/A | +54.49% |
| 2009 | N/A | +34.33% |
LQDH vs EPU Drawdown Comparison
The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.
The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.
| Rank | LQDH | EPU |
|---|---|---|
| #1 | -24.63% Dec 31, 2019 - Nov 19, 2020 | -60.62% Jan 17, 2013 - Jan 24, 2018 |
| #2 | -9.64% Jul 16, 2014 - Dec 13, 2016 | -50.96% Apr 19, 2018 - Mar 8, 2024 |
| #3 | -7.08% Nov 5, 2021 - Jan 26, 2023 | -31.96% Dec 7, 2010 - Jan 14, 2013 |
| #4 | -4.86% Feb 19, 2025 - Jun 4, 2025 | -20.85% Feb 27, 2026 - Aug 21, 2026 |
| #5 | -4.56% Oct 1, 2018 - Apr 8, 2019 | -17.30% Jan 11, 2010 - Aug 2, 2010 |
| #6 | -2.94% Feb 2, 2023 - Jun 2, 2023 | -14.82% Mar 25, 2025 - May 6, 2025 |
| #7 | -2.55% Jul 24, 2019 - Oct 18, 2019 | -12.39% May 20, 2024 - Sep 26, 2024 |
| #8 | -2.44% Feb 1, 2018 - Aug 3, 2018 | -9.88% Oct 28, 2024 - Mar 17, 2025 |
| #9 | -2.35% Jan 22, 2026 - Apr 15, 2026 | -9.75% Oct 22, 2009 - Jan 6, 2010 |
| #10 | -2.20% Apr 26, 2019 - Jul 1, 2019 | -9.28% Jan 26, 2018 - Apr 18, 2018 |
| #11 | -1.96% Feb 18, 2021 - Mar 31, 2021 | -8.27% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -1.81% Jul 10, 2024 - Aug 19, 2024 | -7.82% Oct 16, 2025 - Dec 1, 2025 |
| #13 | -1.38% Sep 19, 2023 - Nov 10, 2023 | -7.19% Jul 1, 2009 - Jul 20, 2009 |
| #14 | -1.22% Jul 21, 2017 - Sep 21, 2017 | -5.96% Nov 8, 2010 - Dec 2, 2010 |
| #15 | -1.17% Dec 27, 2016 - Feb 21, 2017 | -4.88% Oct 14, 2010 - Nov 2, 2010 |
Correlation
Correlation between LQDH and EPU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2009 - 2026)
LQDH vs EPU dividend yield comparison.
| Year | LQDH | EPU |
|---|---|---|
| 2026 | 3.37% | 1.51% |
| 2025 | 6.06% | 1.63% |
| 2024 | 7.57% | 5.78% |
| 2023 | 7.69% | 4.17% |
| 2022 | 3.73% | 5.56% |
| 2021 | 1.65% | 3.13% |
| 2020 | 2.22% | 1.91% |
| 2019 | 3.09% | 2.67% |
| 2018 | 5.08% | 1.53% |
| 2017 | 2.37% | 3.30% |
| 2016 | 2.33% | 0.85% |
| 2015 | 2.98% | 1.90% |
| 2014 | 2.19% | 1.66% |
| 2013 | 0.00% | 1.72% |
| 2012 | 0.00% | 3.54% |
| 2011 | 0.00% | 2.83% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 0.40% |
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