LQDH vs VBND

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

5-Year PerformanceLQDH has outperformed VBND, delivering a return of +5.3% compared to +0.3%

LQDH vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	VBND(ETF)
Net Assets	$506M	$506M
Expense Ratio	0.24%	0.41%
Max Drawdown	28.17%	21.99%
Sharpe Ratio	1.32	0.24
5Y Beta	0.14	0.04
5Y Dividends CAGR	24.33%	17.33%

Net Assets

Winner

LQDH

$506M

VBND

$506M

Expense Ratio

Winner

LQDH

0.24%

VBND

0.41%

Max Drawdown

LQDH

28.17%

Winner

VBND

21.99%

Sharpe Ratio

Winner

LQDH

1.32

VBND

0.24

5Y Beta

LQDH

0.14

Winner

VBND

0.04

5Y Dividends CAGR

Winner

LQDH

24.33%

VBND

17.33%

LQDH vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	VBND
1 month	+0.97%	+0.10%
3 months	+2.28%	-0.39%
6 months	+2.68%	+0.65%
1 year	+7.49%	+4.81%
5 years(CAGR)	+5.25%	+0.34%
10 years(CAGR)	+4.63%	+1.55%
Max(CAGR)	+3.55%	+1.62%

Winner

LQDH

+0.97%

VBND

+0.10%

Winner

LQDH

+2.28%

VBND

-0.39%

Winner

LQDH

+2.68%

VBND

+0.65%

Winner

LQDH

+7.49%

VBND

+4.81%

5Y(CAGR)

Winner

LQDH

+5.25%

VBND

+0.34%

10Y(CAGR)

Winner

LQDH

+4.63%

VBND

+1.55%

Max(CAGR)

Winner

LQDH

+3.55%

VBND

+1.62%

LQDH vs VBND - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LQDH	VBND
2026	+2.20%	+0.45%
2025	+7.00%	+6.80%
2024	+7.80%	+1.82%
2023	+10.83%	+7.33%
2022	-2.00%	-13.63%
2021	+2.60%	-0.46%
2020	+2.05%	+5.06%
2019	+9.32%	+9.45%
2018	-1.83%	-0.79%
2017	+6.03%	+2.75%
2016	+5.89%	+2.13%
2015	-2.14%	-0.26%
2014	-1.86%	-0.37%

LQDH vs VBND Drawdown Comparison

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

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current LQDH drawdown is -0.20%. The current VBND drawdown is -1.22%.

Rank	LQDH	VBND
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between LQDH and VBND is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2014 - 2026)

LQDH vs VBND dividend yield comparison.

Year	LQDH	VBND
2026	2.41%	1.68%
2025	6.06%	4.22%
2024	7.57%	4.41%
2023	7.69%	3.88%
2022	3.73%	2.55%
2021	1.65%	1.56%
2020	2.22%	1.98%
2019	3.09%	3.14%
2018	5.08%	2.82%
2017	2.37%	2.00%
2016	2.33%	3.12%
2015	2.98%	1.49%
2014	2.19%	0.11%