LQDH vs REM
Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
5-Year PerformanceLQDH has outperformed REM, delivering a return of +5.4% compared to -1.4%
LQDH vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LQDH vs REM - Historical Returns
Returns include dividend reinvestment.
LQDH vs REM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | LQDH | REM |
|---|---|---|
| 2026 | +2.65% | +0.74% |
| 2025 | +7.00% | +12.79% |
| 2024 | +7.80% | -0.45% |
| 2023 | +10.83% | +12.51% |
| 2022 | -2.00% | -28.84% |
| 2021 | +2.60% | +19.82% |
| 2020 | +2.05% | -20.73% |
| 2019 | +9.32% | +20.48% |
| 2018 | -1.83% | -2.01% |
| 2017 | +6.03% | +16.54% |
| 2016 | +5.89% | +21.07% |
| 2015 | -2.14% | -10.85% |
| 2014 | -1.86% | +15.97% |
| 2013 | N/A | -5.63% |
| 2012 | N/A | +20.36% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | +15.98% |
| 2009 | N/A | +13.09% |
| 2008 | N/A | -42.43% |
| 2007 | N/A | -36.35% |
LQDH vs REM Drawdown Comparison
The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current REM drawdown is -20.47%.
| Rank | LQDH | REM |
|---|---|---|
| #1 | -24.63% Dec 31, 2019 - Nov 19, 2020 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -9.64% Jul 16, 2014 - Dec 13, 2016 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -7.08% Nov 5, 2021 - Jan 26, 2023 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -4.86% Feb 19, 2025 - Jun 4, 2025 | N/A |
| #5 | -4.56% Oct 1, 2018 - Apr 8, 2019 | N/A |
| #6 | -2.94% Feb 2, 2023 - Jun 2, 2023 | N/A |
| #7 | -2.55% Jul 24, 2019 - Oct 18, 2019 | N/A |
| #8 | -2.44% Feb 1, 2018 - Aug 3, 2018 | N/A |
| #9 | -2.35% Jan 22, 2026 - Apr 15, 2026 | N/A |
| #10 | -2.20% Apr 26, 2019 - Jul 1, 2019 | N/A |
| #11 | -1.96% Feb 18, 2021 - Mar 31, 2021 | N/A |
| #12 | -1.81% Jul 10, 2024 - Aug 19, 2024 | N/A |
| #13 | -1.38% Sep 19, 2023 - Nov 10, 2023 | N/A |
| #14 | -1.22% Jul 21, 2017 - Sep 21, 2017 | N/A |
| #15 | -1.17% Dec 27, 2016 - Feb 21, 2017 | N/A |
Correlation
Correlation between LQDH and REM is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
LQDH vs REM dividend yield comparison.
| Year | LQDH | REM |
|---|---|---|
| 2026 | 3.37% | 3.00% |
| 2025 | 6.06% | 8.70% |
| 2024 | 7.57% | 9.61% |
| 2023 | 7.69% | 9.46% |
| 2022 | 3.73% | 11.13% |
| 2021 | 1.65% | 7.29% |
| 2020 | 2.22% | 7.72% |
| 2019 | 3.09% | 8.16% |
| 2018 | 5.08% | 9.99% |
| 2017 | 2.37% | 9.97% |
| 2016 | 2.33% | 10.03% |
| 2015 | 2.98% | 11.99% |
| 2014 | 2.19% | 14.53% |
| 2013 | 0.00% | 16.12% |
| 2012 | 0.00% | 12.60% |
| 2011 | 0.00% | 12.20% |
| 2010 | 0.00% | 9.10% |
| 2009 | 0.00% | 8.14% |
| 2008 | 0.00% | 22.08% |
| 2007 | 0.00% | 8.95% |
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