LQDH vs IXP

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF).

5-Year PerformanceIXP has outperformed LQDH, delivering a return of +7.9% compared to +5.2%

LQDH vs IXP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	IXP(ETF)
Net Assets	$522M	$519M
Expense Ratio	0.24%	0.40%
Max Drawdown	28.17%	53.06%
Sharpe Ratio	0.83	0.39
5Y Beta	0.14	0.82
P/E Ratio	N/A	18.30
Forward P/E	N/A	17.51
PEG Ratio	N/A	0.21
5Y Dividends CAGR	25.10%	34.03%
5Y EPS CAGR	N/A	24.52%
Debt to Equity	N/A	30.43%
P/S Ratio	N/A	2.94
P/B Ratio	N/A	3.59

Net Assets

Winner

LQDH

$522M

IXP

$519M

Expense Ratio

Winner

LQDH

0.24%

IXP

0.40%

Max Drawdown

Winner

LQDH

28.17%

IXP

53.06%

Sharpe Ratio

Winner

LQDH

0.83

IXP

0.39

5Y Beta

Winner

LQDH

0.14

IXP

0.82

P/E Ratio

LQDH

N/A

IXP

18.30

Forward P/E

LQDH

N/A

IXP

17.51

PEG Ratio

LQDH

N/A

IXP

0.21

5Y Dividends CAGR

LQDH

25.10%

Winner

IXP

34.03%

5Y EPS CAGR

LQDH

N/A

IXP

24.52%

Debt to Equity

LQDH

N/A

IXP

30.43%

P/S Ratio

LQDH

N/A

IXP

2.94

P/B Ratio

LQDH

N/A

IXP

3.59

LQDH vs IXP - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	IXP
1 month	-0.42%	+1.72%
3 months	+1.11%	-3.81%
6 months	+1.16%	-1.55%
1 year	+5.96%	+7.24%
5 years(CAGR)	+5.22%	+7.94%
10 years(CAGR)	+4.46%	+8.66%
Max(CAGR)	+3.50%	+6.58%

LQDH

-0.42%

Winner

IXP

+1.72%

Winner

LQDH

+1.11%

IXP

-3.81%

Winner

LQDH

+1.16%

IXP

-1.55%

LQDH

+5.96%

Winner

IXP

+7.24%

5Y(CAGR)

LQDH

+5.22%

Winner

IXP

+7.94%

10Y(CAGR)

LQDH

+4.46%

Winner

IXP

+8.66%

Max(CAGR)

LQDH

+3.50%

Winner

IXP

+6.58%

LQDH vs IXP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	LQDH	IXP
2026	+1.99%	-3.07%
2025	+7.00%	+28.75%
2024	+7.80%	+32.58%
2023	+10.83%	+36.66%
2022	-2.00%	-33.85%
2021	+2.60%	+13.71%
2020	+2.05%	+20.64%
2019	+9.32%	+24.18%
2018	-1.83%	-14.27%
2017	+6.03%	+5.52%
2016	+5.89%	+6.96%
2015	-2.14%	+0.08%
2014	-1.86%	-0.28%
2013	N/A	+21.66%
2012	N/A	+6.25%
2011	N/A	+0.31%
2010	N/A	+9.48%
2009	N/A	+10.09%
2008	N/A	-30.11%
2007	N/A	+23.94%
2006	N/A	+31.42%
2005	N/A	-5.20%
2004	N/A	+17.65%
2003	N/A	+21.44%
2002	N/A	-27.77%
2001	N/A	-0.87%

LQDH vs IXP Drawdown Comparison

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

The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.

The current LQDH drawdown is -0.57%. The current IXP drawdown is -7.39%.

Rank	LQDH	IXP
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-50.11% Oct 29, 2007 - Sep 13, 2013
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-45.32% Jan 4, 2002 - Nov 26, 2004
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-44.29% Sep 7, 2021 - Jun 5, 2024
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-27.11% Feb 19, 2020 - Jul 8, 2020
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-19.89% Jan 26, 2018 - Apr 29, 2019
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-17.54% Feb 14, 2025 - Jun 6, 2025
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-13.99% Apr 28, 2015 - Apr 19, 2016
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-13.95% Aug 15, 2016 - Dec 12, 2017
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-12.26% Jan 29, 2026 - Mar 27, 2026
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-10.63% Sep 2, 2020 - Nov 5, 2020
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-9.22% Dec 31, 2004 - Mar 22, 2006
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-9.13% Apr 29, 2019 - Jul 26, 2019
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-8.98% Jul 29, 2014 - Apr 23, 2015
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-8.65% Jul 10, 2024 - Sep 20, 2024
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-8.28% Jul 19, 2007 - Sep 13, 2007

Correlation

Correlation between LQDH and IXP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2001 - 2026)

LQDH vs IXP dividend yield comparison.

Year	LQDH	IXP
2026	2.88%	0.70%
2025	6.06%	2.98%
2024	7.57%	1.35%
2023	7.69%	1.24%
2022	3.73%	0.62%
2021	1.65%	1.80%
2020	2.22%	0.95%
2019	3.09%	2.18%
2018	5.08%	4.32%
2017	2.37%	3.41%
2016	2.33%	4.02%
2015	2.98%	3.89%
2014	2.19%	12.39%
2013	0.00%	3.40%
2012	0.00%	4.76%
2011	0.00%	5.44%
2010	0.00%	4.23%
2009	0.00%	4.05%
2008	0.00%	4.66%
2007	0.00%	1.96%
2006	0.00%	2.39%
2005	0.00%	2.53%
2004	0.00%	1.25%
2003	0.00%	1.42%
2002	0.00%	1.74%
2001	0.00%	0.03%