LQDI vs MSOX
Comparison between ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF) and ADVISORSHARES MSOS DAILY LEVERAGED ETF (MSOX, ETF).
LQDI vs MSOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LQDI
$71M
MSOX
$70M
Expense Ratio
LQDI
0.18%
MSOX
N/A
Max Drawdown
Winner
LQDI
28.99%
MSOX
99.75%
Sharpe Ratio
LQDI
0.62
Winner
MSOX
1.11
5Y Beta
Winner
LQDI
0.14
MSOX
1.78
5Y Dividends CAGR
LQDI
12.71%
MSOX
N/A
LQDI vs MSOX - Historical Returns
Returns include dividend reinvestment.
1M
LQDI
+0.08%
Winner
MSOX
+1.18%
3M
LQDI
+2.46%
Winner
MSOX
+36.80%
6M
Winner
LQDI
+1.90%
MSOX
-56.93%
1Y
LQDI
+6.61%
Winner
MSOX
+36.25%
5Y(CAGR)
LQDI
+1.85%
MSOX
N/A
10Y(CAGR)
LQDI
+4.36%
MSOX
N/A
Max(CAGR)
Winner
LQDI
+4.36%
MSOX
-74.03%
LQDI vs MSOX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | LQDI | MSOX |
|---|---|---|
| 2026 | +2.04% | -25.49% |
| 2025 | +8.41% | -55.91% |
| 2024 | +2.18% | -86.58% |
| 2023 | +8.92% | -37.69% |
| 2022 | -14.61% | -79.25% |
| 2021 | +7.62% | N/A |
| 2020 | +11.30% | N/A |
| 2019 | +15.86% | N/A |
| 2018 | -2.07% | N/A |
LQDI vs MSOX Drawdown Comparison
The maximum drawdown for LQDI was -28.99%, occurring on Mar 20, 2020. Recovery took 84 trading sessions.
The maximum drawdown for MSOX was -99.75%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current LQDI drawdown is -0.39%. The current MSOX drawdown is -99.50%.
| Rank | LQDI | MSOX |
|---|---|---|
| #1 | -28.99% Mar 6, 2020 - Jul 7, 2020 | -99.75% Aug 29, 2022 - Mar 30, 2026 |
| #2 | -20.67% Nov 9, 2021 - Aug 28, 2025 | -3.09% Aug 25, 2022 - Aug 29, 2022 |
| #3 | -4.96% Feb 8, 2021 - May 6, 2021 | N/A |
| #4 | -4.53% Aug 6, 2018 - Feb 8, 2019 | N/A |
| #5 | -3.35% Aug 30, 2019 - Nov 26, 2019 | N/A |
| #6 | -3.28% Sep 2, 2020 - Nov 4, 2020 | N/A |
| #7 | -2.88% Oct 27, 2025 - Apr 24, 2026 | N/A |
| #8 | -2.31% Nov 4, 2020 - Nov 19, 2020 | N/A |
| #9 | -2.26% Aug 7, 2020 - Sep 1, 2020 | N/A |
| #10 | -1.81% Feb 21, 2020 - Mar 5, 2020 | N/A |
| #11 | -1.65% Oct 27, 2021 - Nov 5, 2021 | N/A |
| #12 | -1.61% Sep 14, 2021 - Oct 14, 2021 | N/A |
| #13 | -1.60% May 29, 2018 - Jul 12, 2018 | N/A |
| #14 | -1.54% Aug 1, 2019 - Aug 14, 2019 | N/A |
| #15 | -1.46% Apr 26, 2019 - Jun 3, 2019 | N/A |
Correlation
Correlation between LQDI and MSOX is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.61
-101
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