LQDW vs ISCB
Comparison between ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF) and ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF).
LQDW vs ISCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LQDW
$269M
ISCB
$269M
Expense Ratio
LQDW
0.34%
Winner
ISCB
0.04%
Max Drawdown
Winner
LQDW
40.79%
ISCB
61.85%
Sharpe Ratio
LQDW
0.68
Winner
ISCB
1.35
5Y Beta
Winner
LQDW
0.11
ISCB
1.05
P/E Ratio
LQDW
N/A
ISCB
41.73
Forward P/E
LQDW
N/A
ISCB
15.88
5Y Dividends CAGR
LQDW
N/A
ISCB
11.55%
5Y EPS CAGR
LQDW
N/A
ISCB
8.90%
Debt to Equity
LQDW
N/A
ISCB
29.00%
P/S Ratio
LQDW
N/A
ISCB
1.56
P/B Ratio
LQDW
N/A
ISCB
2.41
LQDW vs ISCB - Holdings Comparison
LQDW and ISCB have 0 common holdings. Overlap is 0.00%
LQDW's top 25 holdings weight is 100.32%. ISCB's top 25 holdings weight is 8.47%.
| Rank | LQDW | ISCB |
|---|---|---|
| #1 | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 100.32% | LUMENTUM HOLDINGS INC (LITE) - 1.10% |
| #2 | N/A | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.46% |
| #3 | N/A | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.40% |
| #4 | N/A | STERLING INFRASTRUCTURE INC (STRL) - 0.36% |
| #5 | N/A | ATI INC (ATI) - 0.35% |
| #6 | N/A | AKAMAI TECHNOLOGIES INC (AKAM) - 0.33% |
| #7 | N/A | ALBEMARLE CORP (ALB) - 0.33% |
| #8 | N/A | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.32% |
| #9 | N/A | NEXTPOWER INC CLASS A (NXT) - 0.31% |
| #10 | N/A | CF INDUSTRIES HOLDINGS INC (CF) - 0.31% |
| #11 | N/A | VIATRIS INC (VTRS) - 0.31% |
| #12 | N/A | TD SYNNEX CORP (SNX) - 0.30% |
| #13 | N/A | ALCOA CORP (AA) - 0.30% |
| #14 | N/A | TTM TECHNOLOGIES INC (TTMI) - 0.29% |
| #15 | N/A | COEUR MINING INC (CDE) - 0.29% |
| #16 | N/A | RBC BEARINGS INC (RBC) - 0.28% |
| #17 | N/A | EAST WEST BANCORP INC (EWBC) - 0.28% |
| #18 | N/A | WESCO INTERNATIONAL INC (WCC) - 0.28% |
| #19 | N/A | ITT INC (ITT) - 0.27% |
| #20 | N/A | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.27% |
| #21 | N/A | OVINTIV INC (OVV) - 0.27% |
| #22 | N/A | MKS INC (MKSI) - 0.27% |
| #23 | N/A | ECHOSTAR CORP CLASS A (SATS) - 0.27% |
| #24 | N/A | API GROUP CORP (APG) - 0.26% |
| #25 | N/A | MODERNA INC (MRNA) - 0.26% |
| Total Holdings | 1 | 1395 |
LQDW vs ISCB - Historical Returns
Returns include dividend reinvestment.
1M
LQDW
-0.01%
Winner
ISCB
+0.14%
3M
LQDW
-0.14%
Winner
ISCB
+5.72%
6M
LQDW
+1.40%
Winner
ISCB
+9.28%
1Y
LQDW
+6.09%
Winner
ISCB
+28.24%
5Y(CAGR)
LQDW
N/A
ISCB
+5.44%
10Y(CAGR)
LQDW
N/A
ISCB
+9.08%
Max(CAGR)
LQDW
+2.40%
Winner
ISCB
+8.73%
LQDW vs ISCB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LQDW | ISCB |
|---|---|---|
| 2026 | +0.84% | +8.93% |
| 2025 | +8.83% | +12.40% |
| 2024 | +2.88% | +11.73% |
| 2023 | +3.37% | +20.10% |
| 2022 | -6.78% | -19.85% |
| 2021 | N/A | +19.27% |
| 2020 | N/A | +6.32% |
| 2019 | N/A | +29.09% |
| 2018 | N/A | -14.33% |
| 2017 | N/A | +12.73% |
| 2016 | N/A | +25.73% |
| 2015 | N/A | -5.44% |
| 2014 | N/A | +10.25% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +14.34% |
| 2011 | N/A | -6.32% |
| 2010 | N/A | +24.84% |
| 2009 | N/A | +36.83% |
| 2008 | N/A | -35.09% |
| 2007 | N/A | -5.29% |
| 2006 | N/A | +18.90% |
| 2005 | N/A | +7.92% |
| 2004 | N/A | +14.58% |
LQDW vs ISCB Drawdown Comparison
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The current LQDW drawdown is -0.70%. The current ISCB drawdown is -2.16%.
| Rank | LQDW | ISCB |
|---|---|---|
| #1 | -9.20% Aug 25, 2022 - Aug 16, 2024 | -61.25% Jul 13, 2007 - Jan 18, 2011 |
| #2 | -3.68% Oct 1, 2024 - Apr 1, 2025 | -44.18% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -3.14% Apr 3, 2025 - May 15, 2025 | -30.49% Apr 29, 2011 - Jan 2, 2013 |
| #4 | -2.59% Feb 27, 2026 - Mar 13, 2026 | -29.93% Nov 8, 2021 - Oct 14, 2024 |
| #5 | -1.15% Oct 27, 2025 - Dec 18, 2025 | -26.22% Nov 25, 2024 - Sep 11, 2025 |
| #6 | -0.66% May 15, 2025 - May 27, 2025 | -24.32% Aug 31, 2018 - Nov 4, 2019 |
| #7 | -0.61% Jan 13, 2026 - Jan 23, 2026 | -22.30% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -0.51% Aug 28, 2025 - Sep 4, 2025 | -13.69% May 5, 2006 - Oct 26, 2006 |
| #9 | -0.40% Sep 18, 2025 - Oct 1, 2025 | -11.95% Jul 1, 2014 - Dec 23, 2014 |
| #10 | -0.34% Oct 2, 2025 - Oct 10, 2025 | -10.82% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -0.32% Jul 10, 2025 - Jul 17, 2025 | -9.58% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -0.30% Jan 26, 2026 - Feb 6, 2026 | -9.40% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -0.25% Sep 24, 2024 - Sep 27, 2024 | -9.00% Jul 2, 2004 - Sep 13, 2004 |
| #14 | -0.25% Aug 23, 2024 - Sep 4, 2024 | -8.80% Aug 2, 2005 - Nov 22, 2005 |
| #15 | -0.24% Jul 2, 2025 - Jul 10, 2025 | -8.74% Jan 23, 2018 - Jun 5, 2018 |
Correlation
Correlation between LQDW and ISCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2004 - 2026)
LQDW vs ISCB dividend yield comparison.
| Year | LQDW | ISCB |
|---|---|---|
| 2026 | 4.36% | 0.25% |
| 2025 | 16.02% | 1.38% |
| 2024 | 15.74% | 1.31% |
| 2023 | 19.28% | 1.49% |
| 2022 | 8.85% | 1.63% |
| 2021 | 0.00% | 1.26% |
| 2020 | 0.00% | 1.26% |
| 2019 | 0.00% | 1.25% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 1.24% |
| 2016 | 0.00% | 1.58% |
| 2015 | 0.00% | 1.40% |
| 2014 | 0.00% | 1.18% |
| 2013 | 0.00% | 0.87% |
| 2012 | 0.00% | 1.86% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 0.89% |
| 2008 | 0.00% | 1.02% |
| 2007 | 0.00% | 1.01% |
| 2006 | 0.00% | 0.73% |
| 2005 | 0.00% | 0.79% |
| 2004 | 0.00% | 0.45% |
Select Stocks to Compare
Popular: LQDW vs SPYISCB vs SPY
More Comparisons
Compare with similar stocks