LQDW vs CAPE
Comparison between ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF) and DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF).
LQDW vs CAPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LQDW vs CAPE - Holdings Comparison
LQDW and CAPE have 0 common holdings. Overlap is 0.00%
LQDW's top 25 holdings weight is 100.32%. CAPE's top 25 holdings weight is 51.37%.
| Rank | LQDW | CAPE |
|---|---|---|
| #1 | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 100.32% | AMAZON.COM INC (AMZN) - 5.67% |
| #2 | N/A | TESLA INC (TSLA) - 4.70% |
| #3 | N/A | META PLATFORMS INC CLASS A (META) - 4.55% |
| #4 | N/A | ELI LILLY AND CO (LLY) - 3.44% |
| #5 | N/A | JOHNSON & JOHNSON (JNJ) - 2.76% |
| #6 | N/A | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #7 | N/A | WELLTOWER INC (WELL) - 2.43% |
| #8 | N/A | PROLOGIS INC (PLD) - 2.29% |
| #9 | N/A | ALPHABET INC CLASS C (GOOG) - 2.07% |
| #10 | N/A | ABBVIE INC (ABBV) - 1.80% |
| #11 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 1.49% |
| #12 | N/A | THE HOME DEPOT INC (HD) - 1.48% |
| #13 | N/A | NETFLIX INC (NFLX) - 1.48% |
| #14 | N/A | AT&T INC (T) - 1.40% |
| #15 | N/A | MERCK & CO INC (MRK) - 1.40% |
| #16 | N/A | T-MOBILE US INC (TMUS) - 1.27% |
| #17 | N/A | MCDONALD'S CORP (MCD) - 1.24% |
| #18 | N/A | EQUINIX INC (EQIX) - 1.24% |
| #19 | N/A | COMCAST CORP CLASS A (CMCSA) - 1.24% |
| #20 | N/A | ELECTRONIC ARTS INC (EA) - 1.19% |
| #21 | N/A | DIGITAL REALTY TRUST INC (DLR) - 1.16% |
| #22 | N/A | UNITEDHEALTH GROUP INC (UNH) - 1.15% |
| #23 | N/A | TJX COMPANIES INC (TJX) - 1.12% |
| #24 | N/A | SIMON PROPERTY GROUP INC (SPG) - 1.10% |
| #25 | N/A | REALTY INCOME CORP (O) - 1.10% |
| Total Holdings | 1 | 195 |
LQDW vs CAPE - Historical Returns
Returns include dividend reinvestment.
LQDW vs CAPE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LQDW | CAPE |
|---|---|---|
| 2026 | +0.84% | +0.78% |
| 2025 | +8.83% | +9.55% |
| 2024 | +2.88% | +14.49% |
| 2023 | +3.37% | +28.01% |
| 2022 | -6.78% | -15.28% |
LQDW vs CAPE Drawdown Comparison
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The current LQDW drawdown is -0.70%. The current CAPE drawdown is -2.81%.
| Rank | LQDW | CAPE |
|---|---|---|
| #1 | -9.20% Aug 25, 2022 - Aug 16, 2024 | -22.08% Apr 20, 2022 - Jul 19, 2023 |
| #2 | -3.68% Oct 1, 2024 - Apr 1, 2025 | -14.32% Nov 29, 2024 - Jul 1, 2025 |
| #3 | -3.14% Apr 3, 2025 - May 15, 2025 | -10.29% Jul 31, 2023 - Dec 1, 2023 |
| #4 | -2.59% Feb 27, 2026 - Mar 13, 2026 | -9.68% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -1.15% Oct 27, 2025 - Dec 18, 2025 | -5.78% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -0.66% May 15, 2025 - May 27, 2025 | -5.69% Mar 28, 2024 - Jul 2, 2024 |
| #7 | -0.61% Jan 13, 2026 - Jan 23, 2026 | -4.79% Sep 11, 2025 - Jan 9, 2026 |
| #8 | -0.51% Aug 28, 2025 - Sep 4, 2025 | -3.27% Dec 28, 2023 - Jan 30, 2024 |
| #9 | -0.40% Sep 18, 2025 - Oct 1, 2025 | -3.20% Jul 23, 2025 - Aug 22, 2025 |
| #10 | -0.34% Oct 2, 2025 - Oct 10, 2025 | -2.60% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -0.32% Jul 10, 2025 - Jul 17, 2025 | -2.16% Jul 3, 2025 - Jul 22, 2025 |
| #12 | -0.30% Jan 26, 2026 - Feb 6, 2026 | -2.13% Apr 5, 2022 - Apr 20, 2022 |
| #13 | -0.25% Sep 24, 2024 - Sep 27, 2024 | -1.78% Sep 19, 2024 - Oct 14, 2024 |
| #14 | -0.25% Aug 23, 2024 - Sep 4, 2024 | -1.76% Jan 30, 2024 - Feb 2, 2024 |
| #15 | -0.24% Jul 2, 2025 - Jul 10, 2025 | -1.54% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between LQDW and CAPE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2022 - 2026)
LQDW vs CAPE dividend yield comparison.
| Year | LQDW | CAPE |
|---|---|---|
| 2026 | 4.36% | 0.24% |
| 2025 | 16.02% | 1.39% |
| 2024 | 15.74% | 1.23% |
| 2023 | 19.28% | 1.01% |
| 2022 | 8.85% | 0.80% |
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