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LQDI vs DVYA

Comparison between ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF) and ISHARES ASIA/PACIFIC DIVIDEND ETF (DVYA, ETF).

5-Year PerformanceDVYA has outperformed LQDI, delivering a return of +9.3% compared to +1.9%

LQDI vs DVYA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LQDI
$70M
DVYA
$70M
Expense Ratio
Winner
LQDI
0.18%
DVYA
0.49%
Max Drawdown
Winner
LQDI
28.99%
DVYA
59.62%
Sharpe Ratio
LQDI
0.59
Winner
DVYA
2.02
5Y Beta
Winner
LQDI
0.15
DVYA
0.61
5Y Dividends CAGR
Winner
LQDI
12.71%
DVYA
11.92%

LQDI vs DVYA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LQDI
-0.21%
DVYA
-3.21%
3M
Winner
LQDI
+0.54%
DVYA
-1.10%
6M
LQDI
+1.33%
Winner
DVYA
+10.12%
1Y
LQDI
+6.82%
Winner
DVYA
+33.71%
5Y(CAGR)
LQDI
+1.86%
Winner
DVYA
+9.26%
10Y(CAGR)
LQDI
+4.33%
Winner
DVYA
+6.92%
Max(CAGR)
LQDI
+4.33%
Winner
DVYA
+5.02%

LQDI vs DVYA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearLQDIDVYA
2026+1.70%+8.49%
2025+8.41%+30.34%
2024+2.18%+6.85%
2023+8.92%+13.12%
2022-14.61%-2.44%
2021+7.62%+4.19%
2020+11.30%-10.45%
2019+15.86%+15.29%
2018-2.07%-15.49%
2017N/A+15.14%
2016N/A+21.81%
2015N/A-16.88%
2014N/A-2.15%
2013N/A+4.52%
2012N/A+9.73%

LQDI vs DVYA Drawdown Comparison

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

The maximum drawdown for DVYA was -45.60%, occurring on Mar 23, 2020. Recovery took 1523 trading sessions.

The current LQDI drawdown is -0.72%. The current DVYA drawdown is -6.03%.

RankLQDIDVYA
#1-28.99%
Mar 6, 2020 - Jul 7, 2020
-45.60%
Jan 26, 2018 - Feb 15, 2024
#2-20.67%
Nov 9, 2021 - Aug 28, 2025
-36.10%
Jul 23, 2014 - Dec 28, 2017
#3-4.96%
Feb 8, 2021 - May 6, 2021
-19.14%
Oct 2, 2024 - Jun 16, 2025
#4-4.53%
Aug 6, 2018 - Feb 8, 2019
-16.37%
May 3, 2013 - Jun 2, 2014
#5-3.35%
Aug 30, 2019 - Nov 26, 2019
-11.80%
Apr 27, 2012 - Aug 6, 2012
#6-3.28%
Sep 2, 2020 - Nov 4, 2020
-9.32%
May 17, 2024 - Sep 19, 2024
#7-2.88%
Oct 27, 2025 - Apr 24, 2026
-8.64%
Feb 27, 2026 - Mar 20, 2026
#8-2.31%
Nov 4, 2020 - Nov 19, 2020
-5.03%
Apr 9, 2024 - May 3, 2024
#9-2.26%
Aug 7, 2020 - Sep 1, 2020
-4.05%
Nov 12, 2025 - Dec 3, 2025
#10-1.81%
Feb 21, 2020 - Mar 5, 2020
-3.93%
Oct 17, 2012 - Nov 30, 2012
#11-1.65%
Oct 27, 2021 - Nov 5, 2021
-3.45%
Aug 21, 2012 - Sep 13, 2012
#12-1.61%
Sep 14, 2021 - Oct 14, 2021
-3.39%
Mar 1, 2012 - Apr 2, 2012
#13-1.60%
May 29, 2018 - Jul 12, 2018
-3.27%
Sep 16, 2025 - Oct 20, 2025
#14-1.54%
Aug 1, 2019 - Aug 14, 2019
-3.03%
Jul 24, 2025 - Aug 8, 2025
#15-1.46%
Apr 26, 2019 - Jun 3, 2019
-2.95%
Apr 3, 2012 - Apr 18, 2012

Correlation

Correlation between LQDI and DVYA is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2012 - 2026)

LQDI vs DVYA dividend yield comparison.

YearLQDIDVYA
20261.98%0.73%
20254.46%4.71%
20244.65%5.97%
20233.98%6.48%
20223.27%7.29%
20212.42%5.81%
20202.34%3.66%
20193.26%5.52%
20182.53%6.24%
20170.00%4.74%
20160.00%4.79%
20150.00%5.33%
20140.00%5.28%
20130.00%5.63%
20120.00%4.84%

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