LQDH vs IAK
Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
5-Year PerformanceIAK has outperformed LQDH, delivering a return of +14.6% compared to +5.4%
LQDH vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LQDH vs IAK - Historical Returns
Returns include dividend reinvestment.
LQDH vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LQDH | IAK |
|---|---|---|
| 2026 | +2.65% | +10.37% |
| 2025 | +7.00% | +10.18% |
| 2024 | +7.80% | +26.86% |
| 2023 | +10.83% | +11.32% |
| 2022 | -2.00% | +11.43% |
| 2021 | +2.60% | +29.77% |
| 2020 | +2.05% | -3.63% |
| 2019 | +9.32% | +26.33% |
| 2018 | -1.83% | -10.35% |
| 2017 | +6.03% | +13.97% |
| 2016 | +5.89% | +21.48% |
| 2015 | -2.14% | +4.29% |
| 2014 | -1.86% | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
LQDH vs IAK Drawdown Comparison
The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current IAK drawdown is -3.75%.
| Rank | LQDH | IAK |
|---|---|---|
| #1 | -24.63% Dec 31, 2019 - Nov 19, 2020 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -9.64% Jul 16, 2014 - Dec 13, 2016 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -7.08% Nov 5, 2021 - Jan 26, 2023 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -4.86% Feb 19, 2025 - Jun 4, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -4.56% Oct 1, 2018 - Apr 8, 2019 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -2.94% Feb 2, 2023 - Jun 2, 2023 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -2.55% Jul 24, 2019 - Oct 18, 2019 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -2.44% Feb 1, 2018 - Aug 3, 2018 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -2.35% Jan 22, 2026 - Apr 15, 2026 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -2.20% Apr 26, 2019 - Jul 1, 2019 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -1.96% Feb 18, 2021 - Mar 31, 2021 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -1.81% Jul 10, 2024 - Aug 19, 2024 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -1.38% Sep 19, 2023 - Nov 10, 2023 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -1.22% Jul 21, 2017 - Sep 21, 2017 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -1.17% Dec 27, 2016 - Feb 21, 2017 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between LQDH and IAK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
LQDH vs IAK dividend yield comparison.
| Year | LQDH | IAK |
|---|---|---|
| 2026 | 3.37% | 1.63% |
| 2025 | 6.06% | 1.69% |
| 2024 | 7.57% | 1.49% |
| 2023 | 7.69% | 1.44% |
| 2022 | 3.73% | 1.69% |
| 2021 | 1.65% | 2.26% |
| 2020 | 2.22% | 2.07% |
| 2019 | 3.09% | 1.84% |
| 2018 | 5.08% | 2.33% |
| 2017 | 2.37% | 1.62% |
| 2016 | 2.33% | 1.68% |
| 2015 | 2.98% | 1.62% |
| 2014 | 2.19% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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