StockComparison Logo
vs

LQDI vs LQD

Comparison between ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF) and ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF).

5-Year PerformanceLQDI has outperformed LQD, delivering a return of +1.9% compared to -0.1%

LQDI vs LQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LQDI
$70M
Winner
LQD
$31B
Expense Ratio
LQDI
0.18%
Winner
LQD
0.14%
Max Drawdown
Winner
LQDI
28.99%
LQD
30.46%
Sharpe Ratio
Winner
LQDI
0.59
LQD
0.24
5Y Beta
LQDI
0.15
Winner
LQD
0.14
5Y Dividends CAGR
Winner
LQDI
12.71%
LQD
7.94%

LQDI vs LQD - Historical Returns

Returns include dividend reinvestment.

1M
LQDI
-0.21%
Winner
LQD
-0.06%
3M
Winner
LQDI
+0.54%
LQD
-0.97%
6M
Winner
LQDI
+1.33%
LQD
-0.17%
1Y
Winner
LQDI
+6.82%
LQD
+5.20%
5Y(CAGR)
Winner
LQDI
+1.86%
LQD
-0.13%
10Y(CAGR)
Winner
LQDI
+4.33%
LQD
+2.50%
Max(CAGR)
LQDI
+4.33%
Winner
LQD
+4.47%

LQDI vs LQD - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearLQDILQD
2026+1.70%+0.07%
2025+8.41%+7.89%
2024+2.18%+1.55%
2023+8.92%+8.65%
2022-14.61%-17.05%
2021+7.62%-1.34%
2020+11.30%+10.74%
2019+15.86%+17.00%
2018-2.07%-3.14%
2017N/A+6.96%
2016N/A+6.27%
2015N/A-1.60%
2014N/A+8.00%
2013N/A-2.22%
2012N/A+10.67%
2011N/A+9.31%
2010N/A+8.75%
2009N/A+9.58%
2008N/A+1.20%
2007N/A+3.95%
2006N/A+3.65%
2005N/A+0.51%
2004N/A+6.48%
2003N/A+8.29%
2002N/A+9.86%

LQDI vs LQD Drawdown Comparison

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

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current LQDI drawdown is -0.72%. The current LQD drawdown is -4.13%.

RankLQDILQD
#1-28.99%
Mar 6, 2020 - Jul 7, 2020
-24.96%
Sep 22, 2021 - Oct 20, 2022
#2-20.67%
Nov 9, 2021 - Aug 28, 2025
-21.76%
Mar 6, 2020 - Jun 10, 2020
#3-4.96%
Feb 8, 2021 - May 6, 2021
-21.54%
May 1, 2008 - Jan 9, 2009
#4-4.53%
Aug 6, 2018 - Feb 8, 2019
-10.86%
Jan 9, 2009 - Jun 25, 2009
#5-3.35%
Aug 30, 2019 - Nov 26, 2019
-8.70%
Jun 13, 2003 - Mar 5, 2004
#6-3.28%
Sep 2, 2020 - Nov 4, 2020
-8.57%
May 1, 2013 - May 1, 2014
#7-2.88%
Oct 27, 2025 - Apr 24, 2026
-7.66%
Mar 17, 2004 - Sep 16, 2004
#8-2.31%
Nov 4, 2020 - Nov 19, 2020
-6.64%
Dec 31, 2020 - Aug 3, 2021
#9-2.26%
Aug 7, 2020 - Sep 1, 2020
-6.03%
Feb 2, 2015 - Apr 1, 2016
#10-1.81%
Feb 21, 2020 - Mar 5, 2020
-5.86%
Sep 6, 2016 - Jun 14, 2017
#11-1.65%
Oct 27, 2021 - Nov 5, 2021
-5.63%
Dec 29, 2017 - Mar 12, 2019
#12-1.61%
Sep 14, 2021 - Oct 14, 2021
-5.23%
Nov 4, 2010 - May 5, 2011
#13-1.60%
May 29, 2018 - Jul 12, 2018
-4.85%
Aug 31, 2005 - Sep 19, 2006
#14-1.54%
Aug 1, 2019 - Aug 14, 2019
-4.66%
Nov 4, 2011 - Jan 17, 2012
#15-1.46%
Apr 26, 2019 - Jun 3, 2019
-4.34%
Sep 27, 2002 - Nov 7, 2002

Correlation

Correlation between LQDI and LQD is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2002 - 2026)

LQDI vs LQD dividend yield comparison.

YearLQDILQD
20261.98%1.92%
20254.46%4.48%
20244.65%4.45%
20233.98%3.99%
20223.27%3.30%
20212.42%2.30%
20202.34%2.66%
20193.26%3.29%
20182.53%3.67%
20170.00%3.10%
20160.00%3.34%
20150.00%3.47%
20140.00%3.39%
20130.00%3.83%
20120.00%3.83%
20110.00%4.39%
20100.00%4.87%
20090.00%5.50%
20080.00%5.37%
20070.00%5.45%
20060.00%5.04%
20050.00%4.76%
20040.00%4.66%
20030.00%4.96%
20020.00%2.26%

Select Stocks to Compare

More Comparisons

Compare with similar stocks