LQDH vs VGSR

Comparison between ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF) and VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF).

LQDH vs VGSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LQDH(ETF)	VGSR(ETF)
Net Assets	$506M	$506M
Expense Ratio	0.24%	0.45%
Max Drawdown	28.17%	19.97%
Sharpe Ratio	1.32	0.65
5Y Beta	0.14	0.47
P/E Ratio	N/A	38.01
Forward P/E	N/A	43.66
PEG Ratio	N/A	0.41
5Y Dividends CAGR	24.33%	N/A
5Y EPS CAGR	N/A	8.89%
Debt to Equity	N/A	27.58%
P/S Ratio	N/A	7.46
P/B Ratio	N/A	2.90

Net Assets

LQDH

$506M

Winner

VGSR

$506M

Expense Ratio

Winner

LQDH

0.24%

VGSR

0.45%

Max Drawdown

LQDH

28.17%

Winner

VGSR

19.97%

Sharpe Ratio

Winner

LQDH

1.32

VGSR

0.65

5Y Beta

Winner

LQDH

0.14

VGSR

0.47

P/E Ratio

LQDH

N/A

VGSR

38.01

Forward P/E

LQDH

N/A

VGSR

43.66

PEG Ratio

LQDH

N/A

VGSR

0.41

5Y Dividends CAGR

LQDH

24.33%

VGSR

N/A

5Y EPS CAGR

LQDH

N/A

VGSR

8.89%

Debt to Equity

LQDH

N/A

VGSR

27.58%

P/S Ratio

LQDH

N/A

VGSR

7.46

P/B Ratio

LQDH

N/A

VGSR

2.90

LQDH vs VGSR - Historical Returns

Returns include dividend reinvestment.

Period	LQDH	VGSR
1 month	+0.97%	+0.44%
3 months	+2.28%	+3.25%
6 months	+2.68%	+10.06%
1 year	+7.49%	+11.32%
5 years(CAGR)	+5.25%	N/A
10 years(CAGR)	+4.63%	N/A
Max(CAGR)	+3.55%	+11.44%

Winner

LQDH

+0.97%

VGSR

+0.44%

LQDH

+2.28%

Winner

VGSR

+3.25%

LQDH

+2.68%

Winner

VGSR

+10.06%

LQDH

+7.49%

Winner

VGSR

+11.32%

5Y(CAGR)

LQDH

+5.25%

VGSR

N/A

10Y(CAGR)

LQDH

+4.63%

VGSR

N/A

Max(CAGR)

LQDH

+3.55%

Winner

VGSR

+11.44%

LQDH vs VGSR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LQDH	VGSR
2026	+2.20%	+8.89%
2025	+7.00%	+7.16%
2024	+7.80%	+5.33%
2023	+10.83%	+7.01%
2022	-2.00%	N/A
2021	+2.60%	N/A
2020	+2.05%	N/A
2019	+9.32%	N/A
2018	-1.83%	N/A
2017	+6.03%	N/A
2016	+5.89%	N/A
2015	-2.14%	N/A
2014	-1.86%	N/A

LQDH vs VGSR Drawdown Comparison

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

The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The current LQDH drawdown is -0.20%. The current VGSR drawdown is -1.24%.

Rank	LQDH	VGSR
#1	-24.63% Dec 31, 2019 - Nov 19, 2020	-18.32% Sep 16, 2024 - Oct 27, 2025
#2	-9.64% Jul 16, 2014 - Dec 13, 2016	-9.73% Feb 26, 2026 - Apr 17, 2026
#3	-7.08% Nov 5, 2021 - Jan 26, 2023	-8.51% Dec 14, 2023 - Jul 10, 2024
#4	-4.86% Feb 19, 2025 - Jun 4, 2025	-5.76% Oct 27, 2025 - Feb 6, 2026
#5	-4.56% Oct 1, 2018 - Apr 8, 2019	-3.29% Aug 1, 2024 - Aug 9, 2024
#6	-2.94% Feb 2, 2023 - Jun 2, 2023	-3.20% May 6, 2026 - May 15, 2026
#7	-2.55% Jul 24, 2019 - Oct 18, 2019	-3.06% Jul 17, 2024 - Aug 1, 2024
#8	-2.44% Feb 1, 2018 - Aug 3, 2018	-2.48% Apr 17, 2026 - May 6, 2026
#9	-2.35% Jan 22, 2026 - Apr 15, 2026	-1.33% Feb 17, 2026 - Feb 26, 2026
#10	-2.20% Apr 26, 2019 - Jul 1, 2019	-0.97% Aug 9, 2024 - Aug 13, 2024
#11	-1.96% Feb 18, 2021 - Mar 31, 2021	-0.86% Aug 27, 2024 - Aug 30, 2024
#12	-1.81% Jul 10, 2024 - Aug 19, 2024	-0.44% Sep 5, 2024 - Sep 9, 2024
#13	-1.38% Sep 19, 2023 - Nov 10, 2023	-0.41% Dec 4, 2023 - Dec 7, 2023
#14	-1.22% Jul 21, 2017 - Sep 21, 2017	-0.30% Jul 11, 2024 - Jul 15, 2024
#15	-1.17% Dec 27, 2016 - Feb 21, 2017	-0.29% Aug 19, 2024 - Aug 21, 2024

Correlation

Correlation between LQDH and VGSR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2014 - 2026)

LQDH vs VGSR dividend yield comparison.

Year	LQDH	VGSR
2026	2.41%	0.83%
2025	6.06%	3.41%
2024	7.57%	3.79%
2023	7.69%	2.64%
2022	3.73%	0.00%
2021	1.65%	0.00%
2020	2.22%	0.00%
2019	3.09%	0.00%
2018	5.08%	0.00%
2017	2.37%	0.00%
2016	2.33%	0.00%
2015	2.98%	0.00%
2014	2.19%	0.00%