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LQDI vs DDIV

Comparison between ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF).

5-Year PerformanceDDIV has outperformed LQDI, delivering a return of +9.4% compared to +1.9%

LQDI vs DDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LQDI
$70M
Winner
DDIV
$70M
Expense Ratio
Winner
LQDI
0.18%
DDIV
0.60%
Max Drawdown
Winner
LQDI
28.99%
DDIV
47.56%
Sharpe Ratio
LQDI
0.59
Winner
DDIV
1.20
5Y Beta
Winner
LQDI
0.15
DDIV
0.88
P/E Ratio
LQDI
N/A
DDIV
18.45
Forward P/E
LQDI
N/A
DDIV
13.80
PEG Ratio
LQDI
N/A
DDIV
0.27
5Y Dividends CAGR
Winner
LQDI
12.71%
DDIV
4.75%
5Y EPS CAGR
LQDI
N/A
DDIV
9.81%
Debt to Equity
LQDI
N/A
DDIV
23.46%
P/S Ratio
LQDI
N/A
DDIV
1.76
P/B Ratio
LQDI
N/A
DDIV
2.27

LQDI vs DDIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LQDI
-0.21%
DDIV
-1.63%
3M
LQDI
+0.54%
Winner
DDIV
+7.36%
6M
LQDI
+1.33%
Winner
DDIV
+8.79%
1Y
LQDI
+6.82%
Winner
DDIV
+21.73%
5Y(CAGR)
LQDI
+1.86%
Winner
DDIV
+9.43%
10Y(CAGR)
LQDI
+4.33%
Winner
DDIV
+9.73%
Max(CAGR)
LQDI
+4.33%
Winner
DDIV
+8.84%

LQDI vs DDIV - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearLQDIDDIV
2026+1.70%+6.31%
2025+8.41%+11.50%
2024+2.18%+27.42%
2023+8.92%+11.52%
2022-14.61%-12.49%
2021+7.62%+42.71%
2020+11.30%-3.46%
2019+15.86%+31.83%
2018-2.07%-15.93%
2017N/A+10.82%
2016N/A+16.35%
2015N/A-8.48%
2014N/A+9.81%

LQDI vs DDIV Drawdown Comparison

The maximum drawdown for LQDI was -28.99%, occurring on Mar 20, 2020. Recovery took 84 trading sessions.

The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.

The current LQDI drawdown is -0.72%. The current DDIV drawdown is -1.63%.

RankLQDIDDIV
#1-28.99%
Mar 6, 2020 - Jul 7, 2020
-47.56%
Feb 20, 2020 - Feb 11, 2021
#2-20.67%
Nov 9, 2021 - Aug 28, 2025
-22.88%
Aug 21, 2018 - Jun 20, 2019
#3-4.96%
Feb 8, 2021 - May 6, 2021
-21.11%
Jan 13, 2022 - Mar 5, 2024
#4-4.53%
Aug 6, 2018 - Feb 8, 2019
-18.96%
Nov 26, 2024 - Sep 30, 2025
#5-3.35%
Aug 30, 2019 - Nov 26, 2019
-17.47%
Apr 23, 2015 - Jun 3, 2016
#6-3.28%
Sep 2, 2020 - Nov 4, 2020
-11.31%
Feb 9, 2026 - Apr 23, 2026
#7-2.88%
Oct 27, 2025 - Apr 24, 2026
-11.13%
Jun 8, 2021 - Oct 15, 2021
#8-2.31%
Nov 4, 2020 - Nov 19, 2020
-7.88%
Jul 22, 2016 - Dec 8, 2016
#9-2.26%
Aug 7, 2020 - Sep 1, 2020
-7.81%
Dec 18, 2017 - Aug 17, 2018
#10-1.81%
Feb 21, 2020 - Mar 5, 2020
-7.69%
Jul 31, 2024 - Aug 21, 2024
#11-1.65%
Oct 27, 2021 - Nov 5, 2021
-6.54%
Nov 15, 2021 - Dec 28, 2021
#12-1.61%
Sep 14, 2021 - Oct 14, 2021
-6.33%
Jul 1, 2014 - Nov 3, 2014
#13-1.60%
May 29, 2018 - Jul 12, 2018
-6.01%
Mar 28, 2024 - May 15, 2024
#14-1.54%
Aug 1, 2019 - Aug 14, 2019
-5.70%
Mar 15, 2021 - Apr 16, 2021
#15-1.46%
Apr 26, 2019 - Jun 3, 2019
-4.67%
May 7, 2021 - May 17, 2021

Correlation

Correlation between LQDI and DDIV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2018 - 2026)

LQDI vs DDIV dividend yield comparison.

YearLQDIDDIV
20261.98%0.21%
20254.46%1.94%
20244.65%2.22%
20233.98%3.18%
20223.27%3.60%
20212.42%2.43%
20202.34%2.63%
20193.26%2.93%
20182.53%3.27%

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