LQDH vs GVAL

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and CAMBRIA GLOBAL VALUE ETF (GVAL, ETF).

5-Year PerformanceGVAL has outperformed LQDH, delivering a return of +15.6% compared to +5.2%

LQDH vs GVAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	GVAL(ETF)
Net Assets	$522M	$519M
Expense Ratio	0.24%	0.66%
Max Drawdown	28.17%	50.58%
Sharpe Ratio	0.83	1.92
5Y Beta	0.14	0.68
5Y Dividends CAGR	25.10%	28.78%

Net Assets

Winner

LQDH

$522M

GVAL

$519M

Expense Ratio

Winner

LQDH

0.24%

GVAL

0.66%

Max Drawdown

Winner

LQDH

28.17%

GVAL

50.58%

Sharpe Ratio

LQDH

0.83

Winner

GVAL

1.92

5Y Beta

Winner

LQDH

0.14

GVAL

0.68

5Y Dividends CAGR

LQDH

25.10%

Winner

GVAL

28.78%

LQDH vs GVAL - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	GVAL
1 month	-0.42%	+0.11%
3 months	+1.11%	+5.85%
6 months	+1.16%	+11.40%
1 year	+5.96%	+37.47%
5 years(CAGR)	+5.22%	+15.62%
10 years(CAGR)	+4.46%	+11.14%
Max(CAGR)	+3.50%	+6.94%

LQDH

-0.42%

Winner

GVAL

+0.11%

LQDH

+1.11%

Winner

GVAL

+5.85%

LQDH

+1.16%

Winner

GVAL

+11.40%

LQDH

+5.96%

Winner

GVAL

+37.47%

5Y(CAGR)

LQDH

+5.22%

Winner

GVAL

+15.62%

10Y(CAGR)

LQDH

+4.46%

Winner

GVAL

+11.14%

Max(CAGR)

LQDH

+3.50%

Winner

GVAL

+6.94%

LQDH vs GVAL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LQDH	GVAL
2026	+1.99%	+18.62%
2025	+7.00%	+57.23%
2024	+7.80%	+3.68%
2023	+10.83%	+14.39%
2022	-2.00%	-8.72%
2021	+2.60%	+10.00%
2020	+2.05%	-9.89%
2019	+9.32%	+15.47%
2018	-1.83%	-15.91%
2017	+6.03%	+27.73%
2016	+5.89%	+18.62%
2015	-2.14%	-8.38%
2014	-1.86%	-19.20%

LQDH vs GVAL Drawdown Comparison

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

The maximum drawdown for GVAL was -46.84%, occurring on Mar 18, 2020. Recovery took 1581 trading sessions.

The current LQDH drawdown is -0.57%. The current GVAL drawdown is -0.30%.

Rank	LQDH	GVAL
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-46.84% Jan 26, 2018 - May 9, 2024
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-37.79% Jun 10, 2014 - Jul 18, 2017
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-15.72% Mar 5, 2025 - May 13, 2025
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-11.50% Feb 25, 2026 - Apr 14, 2026
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-9.45% May 20, 2024 - Sep 24, 2024
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-9.19% Oct 7, 2024 - Feb 11, 2025
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-5.19% Sep 11, 2017 - Jan 2, 2018
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-4.86% Apr 9, 2014 - Jun 6, 2014
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-4.63% Jun 15, 2026 - Jun 26, 2026
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-4.52% Apr 17, 2026 - Jun 2, 2026
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-3.69% Jun 2, 2026 - Jun 12, 2026
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-3.14% Nov 12, 2025 - Dec 2, 2025
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-3.02% Oct 1, 2025 - Oct 23, 2025
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-2.63% Jul 25, 2025 - Aug 7, 2025
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-2.50% Aug 7, 2017 - Aug 25, 2017

Correlation

Correlation between LQDH and GVAL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2014 - 2026)

LQDH vs GVAL dividend yield comparison.

Year	LQDH	GVAL
2026	2.88%	1.15%
2025	6.06%	2.93%
2024	7.57%	4.75%
2023	7.69%	6.12%
2022	3.73%	5.05%
2021	1.65%	2.97%
2020	2.22%	1.90%
2019	3.09%	2.84%
2018	5.08%	4.65%
2017	2.37%	2.00%
2016	2.33%	2.53%
2015	2.98%	2.11%
2014	2.19%	2.70%