LQDW vs RSPF
Comparison between ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF) and INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF).
LQDW vs RSPF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LQDW
$272M
RSPF
$271M
Expense Ratio
Winner
LQDW
0.34%
RSPF
0.40%
Max Drawdown
Winner
LQDW
40.79%
RSPF
82.15%
Sharpe Ratio
Winner
LQDW
0.73
RSPF
0.33
5Y Beta
Winner
LQDW
0.11
RSPF
0.82
P/E Ratio
LQDW
N/A
RSPF
15.67
Forward P/E
LQDW
N/A
RSPF
12.77
PEG Ratio
LQDW
N/A
RSPF
0.31
5Y Dividends CAGR
LQDW
N/A
RSPF
3.63%
5Y EPS CAGR
LQDW
N/A
RSPF
12.18%
Debt to Equity
LQDW
N/A
RSPF
51.96%
P/S Ratio
LQDW
N/A
RSPF
2.40
P/B Ratio
LQDW
N/A
RSPF
2.04
LQDW vs RSPF - Holdings Comparison
LQDW and RSPF have 0 common holdings. Overlap is 0.00%
LQDW's top 25 holdings weight is 100.32%. RSPF's top 25 holdings weight is 36.49%.
| Rank | LQDW | RSPF |
|---|---|---|
| #1 | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 100.32% | FRANKLIN RESOURCES INC (BEN) - 1.58% |
| #2 | N/A | STATE STREET CORP (STT) - 1.57% |
| #3 | N/A | MORGAN STANLEY (MS) - 1.56% |
| #4 | N/A | CBOE GLOBAL MARKETS INC (CBOE) - 1.55% |
| #5 | N/A | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.53% |
| #6 | N/A | n/a (ARES) - 1.51% |
| #7 | N/A | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.51% |
| #8 | N/A | BANK OF NEW YORK MELLON CORP (BNY) - 1.50% |
| #9 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% |
| #10 | N/A | NORTHERN TRUST CORP (NTRS) - 1.50% |
| #11 | N/A | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.48% |
| #12 | N/A | METLIFE INC (MET) - 1.48% |
| #13 | N/A | ASSURANT INC (AIZ) - 1.47% |
| #14 | N/A | T. ROWE PRICE GROUP INC (TROW) - 1.45% |
| #15 | N/A | CITIGROUP INC (C) - 1.45% |
| #16 | N/A | INVESCO LTD (IVZ) - 1.44% |
| #17 | N/A | BLACKROCK INC (BLK) - 1.41% |
| #18 | N/A | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.40% |
| #19 | N/A | FIFTH THIRD BANCORP (FITB) - 1.38% |
| #20 | N/A | GLOBE LIFE INC (GL) - 1.38% |
| #21 | N/A | KEYCORP (KEY) - 1.38% |
| #22 | N/A | SYNCHRONY FINANCIAL (SYF) - 1.37% |
| #23 | N/A | BLACKSTONE INC (BX) - 1.37% |
| #24 | N/A | EVEREST GROUP LTD (EG) - 1.36% |
| #25 | N/A | KKR & CO INC ORDINARY SHARES (KKR) - 1.36% |
| Total Holdings | 1 | 78 |
LQDW vs RSPF - Historical Returns
Returns include dividend reinvestment.
1M
LQDW
+0.88%
Winner
RSPF
+3.27%
3M
LQDW
+2.44%
Winner
RSPF
+10.21%
6M
Winner
LQDW
+2.06%
RSPF
-0.80%
1Y
LQDW
+6.66%
Winner
RSPF
+7.57%
5Y(CAGR)
LQDW
N/A
RSPF
+6.86%
10Y(CAGR)
LQDW
N/A
RSPF
+12.12%
Max(CAGR)
LQDW
+2.58%
Winner
RSPF
+6.33%
LQDW vs RSPF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LQDW | RSPF |
|---|---|---|
| 2026 | +1.54% | -0.45% |
| 2025 | +8.83% | +10.41% |
| 2024 | +2.88% | +25.39% |
| 2023 | +3.37% | +6.24% |
| 2022 | -6.78% | -11.20% |
| 2021 | N/A | +38.40% |
| 2020 | N/A | +4.58% |
| 2019 | N/A | +30.81% |
| 2018 | N/A | -15.36% |
| 2017 | N/A | +20.68% |
| 2016 | N/A | +25.56% |
| 2015 | N/A | -1.46% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +35.04% |
| 2012 | N/A | +21.23% |
| 2011 | N/A | -13.52% |
| 2010 | N/A | +20.57% |
| 2009 | N/A | +33.02% |
| 2008 | N/A | -54.32% |
| 2007 | N/A | -17.89% |
| 2006 | N/A | +4.17% |
LQDW vs RSPF Drawdown Comparison
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.
The current LQDW drawdown is -0.01%. The current RSPF drawdown is -3.40%.
| Rank | LQDW | RSPF |
|---|---|---|
| #1 | -9.20% Aug 25, 2022 - Aug 16, 2024 | -81.34% Jun 4, 2007 - Mar 20, 2015 |
| #2 | -3.68% Oct 1, 2024 - Apr 1, 2025 | -44.77% Feb 20, 2020 - Dec 4, 2020 |
| #3 | -3.14% Apr 3, 2025 - May 15, 2025 | -27.69% Jan 12, 2022 - Jul 16, 2024 |
| #4 | -2.59% Feb 27, 2026 - Mar 13, 2026 | -26.24% Jan 26, 2018 - Nov 7, 2019 |
| #5 | -1.15% Oct 27, 2025 - Dec 18, 2025 | -20.27% Jul 22, 2015 - Aug 5, 2016 |
| #6 | -0.66% May 15, 2025 - May 27, 2025 | -18.27% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -0.61% Jan 13, 2026 - Jan 23, 2026 | -14.13% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -0.51% Aug 28, 2025 - Sep 4, 2025 | -8.83% Jun 4, 2021 - Aug 11, 2021 |
| #9 | -0.40% Sep 18, 2025 - Oct 1, 2025 | -8.32% Feb 20, 2007 - Jun 4, 2007 |
| #10 | -0.34% Oct 2, 2025 - Oct 10, 2025 | -7.91% Oct 22, 2021 - Jan 6, 2022 |
| #11 | -0.32% Jul 10, 2025 - Jul 17, 2025 | -7.60% Mar 1, 2017 - Jun 19, 2017 |
| #12 | -0.30% Jan 26, 2026 - Feb 6, 2026 | -7.51% Jan 14, 2021 - Feb 12, 2021 |
| #13 | -0.25% Sep 24, 2024 - Sep 27, 2024 | -7.02% Jul 30, 2024 - Aug 19, 2024 |
| #14 | -0.25% Aug 23, 2024 - Sep 4, 2024 | -6.86% Aug 4, 2017 - Sep 26, 2017 |
| #15 | -0.24% Jul 2, 2025 - Jul 10, 2025 | -6.49% Sep 4, 2025 - Dec 11, 2025 |
Correlation
Correlation between LQDW and RSPF is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2006 - 2026)
LQDW vs RSPF dividend yield comparison.
| Year | LQDW | RSPF |
|---|---|---|
| 2026 | 4.33% | 0.49% |
| 2025 | 16.02% | 1.55% |
| 2024 | 15.74% | 1.65% |
| 2023 | 19.28% | 2.16% |
| 2022 | 8.85% | 1.95% |
| 2021 | 0.00% | 1.56% |
| 2020 | 0.00% | 2.24% |
| 2019 | 0.00% | 1.85% |
| 2018 | 0.00% | 2.51% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 37.55% |
| 2015 | 0.00% | 2.17% |
| 2014 | 0.00% | 1.61% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 2.50% |
| 2011 | 0.00% | 2.75% |
| 2010 | 0.00% | 1.12% |
| 2009 | 0.00% | 1.24% |
| 2008 | 0.00% | 4.53% |
| 2007 | 0.00% | 2.02% |
| 2006 | 0.00% | 0.48% |
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