LQDH vs EZA

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF).

5-Year PerformanceEZA has outperformed LQDH, delivering a return of +13.7% compared to +5.4%

LQDH vs EZA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	EZA(ETF)
Net Assets	$537M	$537M
Expense Ratio	0.24%	0.59%
Max Drawdown	28.17%	68.15%
Sharpe Ratio	0.64	0.96
5Y Beta	0.14	0.98
5Y Dividends CAGR	25.99%	14.29%

Net Assets

LQDH

$537M

Winner

EZA

$537M

Expense Ratio

Winner

LQDH

0.24%

EZA

0.59%

Max Drawdown

Winner

LQDH

28.17%

EZA

68.15%

Sharpe Ratio

LQDH

0.64

Winner

EZA

0.96

5Y Beta

Winner

LQDH

0.14

EZA

0.98

5Y Dividends CAGR

Winner

LQDH

25.99%

EZA

14.29%

LQDH vs EZA - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	EZA
1 month	+0.90%	+16.80%
3 months	+0.53%	+8.22%
6 months	+2.63%	-8.09%
1 year	+5.42%	+31.69%
5 years(CAGR)	+5.37%	+13.75%
10 years(CAGR)	+4.51%	+7.36%
Max(CAGR)	+3.52%	+9.64%

LQDH

+0.90%

Winner

EZA

+16.80%

LQDH

+0.53%

Winner

EZA

+8.22%

Winner

LQDH

+2.63%

EZA

-8.09%

LQDH

+5.42%

Winner

EZA

+31.69%

5Y(CAGR)

LQDH

+5.37%

Winner

EZA

+13.75%

10Y(CAGR)

LQDH

+4.51%

Winner

EZA

+7.36%

Max(CAGR)

LQDH

+3.52%

Winner

EZA

+9.64%

LQDH vs EZA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	LQDH	EZA
2026	+2.65%	+4.96%
2025	+7.00%	+73.49%
2024	+7.80%	+9.82%
2023	+10.83%	-1.59%
2022	-2.00%	-6.50%
2021	+2.60%	+7.43%
2020	+2.05%	-6.02%
2019	+9.32%	+9.97%
2018	-1.83%	-25.17%
2017	+6.03%	+34.76%
2016	+5.89%	+19.57%
2015	-2.14%	-24.50%
2014	-1.86%	+6.87%
2013	N/A	-7.68%
2012	N/A	+17.91%
2011	N/A	-15.89%
2010	N/A	+32.24%
2009	N/A	+47.87%
2008	N/A	-38.47%
2007	N/A	+18.24%
2006	N/A	+13.00%
2005	N/A	+24.77%
2004	N/A	+40.73%
2003	N/A	+47.69%

LQDH vs EZA Drawdown Comparison

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

The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.

The current EZA drawdown is -10.74%.

Rank	LQDH	EZA
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-64.67% Oct 31, 2007 - Oct 5, 2010
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-62.32% Jan 26, 2018 - May 23, 2025
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-45.03% Apr 28, 2015 - Dec 21, 2017
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-29.56% May 9, 2006 - Feb 22, 2007
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-25.94% Apr 29, 2011 - May 14, 2014
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-24.38% Feb 27, 2026 - Jul 23, 2026
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-20.25% Jul 23, 2007 - Oct 4, 2007
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-19.16% Apr 6, 2004 - Sep 16, 2004
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-18.04% Mar 9, 2005 - Aug 10, 2005
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-17.71% Sep 5, 2014 - Apr 28, 2015
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-13.68% Feb 1, 2006 - Apr 3, 2006
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-13.47% Feb 23, 2007 - Apr 2, 2007
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-13.40% Jan 3, 2011 - Apr 6, 2011
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-12.38% Jan 3, 2005 - Feb 24, 2005
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-11.13% Sep 30, 2005 - Nov 21, 2005

Correlation

Correlation between LQDH and EZA is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2003 - 2026)

LQDH vs EZA dividend yield comparison.

Year	LQDH	EZA
2026	3.37%	2.01%
2025	6.06%	6.16%
2024	7.57%	7.26%
2023	7.69%	2.84%
2022	3.73%	3.90%
2021	1.65%	2.05%
2020	2.22%	5.51%
2019	3.09%	12.27%
2018	5.08%	3.81%
2017	2.37%	1.55%
2016	2.33%	4.10%
2015	2.98%	3.03%
2014	2.19%	2.20%
2013	0.00%	2.44%
2012	0.00%	3.01%
2011	0.00%	3.15%
2010	0.00%	2.43%
2009	0.00%	3.70%
2008	0.00%	6.06%
2007	0.00%	2.01%
2006	0.00%	2.18%
2005	0.00%	2.00%
2004	0.00%	1.52%
2003	0.00%	2.42%