OZEM vs LQDB
Comparison between ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM, ETF) and ISHARES BBB RATED CORPORATE BOND ETF (LQDB, ETF).
OZEM vs LQDB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OZEM
$52M
Winner
LQDB
$52M
Expense Ratio
OZEM
0.59%
Winner
LQDB
0.15%
Max Drawdown
OZEM
28.80%
Winner
LQDB
24.24%
Sharpe Ratio
Winner
OZEM
0.74
LQDB
0.34
5Y Beta
OZEM
0.76
Winner
LQDB
0.11
P/E Ratio
OZEM
105.00
LQDB
N/A
PEG Ratio
OZEM
1.25
LQDB
N/A
5Y EPS CAGR
OZEM
23.63%
LQDB
N/A
Debt to Equity
OZEM
109.39%
LQDB
N/A
P/B Ratio
OZEM
5.05
LQDB
N/A
OZEM vs LQDB - Historical Returns
Returns include dividend reinvestment.
1M
OZEM
-3.42%
Winner
LQDB
+0.01%
3M
OZEM
-5.32%
Winner
LQDB
-0.65%
6M
OZEM
-5.02%
Winner
LQDB
+0.50%
1Y
Winner
OZEM
+21.08%
LQDB
+5.28%
5Y(CAGR)
OZEM
N/A
LQDB
+0.77%
Max(CAGR)
Winner
OZEM
+10.14%
LQDB
+0.92%
OZEM vs LQDB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OZEM | LQDB |
|---|---|---|
| 2026 | -11.29% | +0.45% |
| 2025 | +41.48% | +7.34% |
| 2024 | -3.77% | +2.98% |
| 2023 | N/A | +8.99% |
| 2022 | N/A | -14.84% |
| 2021 | N/A | +2.35% |
OZEM vs LQDB Drawdown Comparison
The maximum drawdown for OZEM was -28.64%, occurring on Apr 8, 2025. Recovery took 249 trading sessions.
The maximum drawdown for LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 998 trading sessions.
The current OZEM drawdown is -17.69%. The current LQDB drawdown is -1.15%.
| Rank | OZEM | LQDB |
|---|---|---|
| #1 | -28.64% Oct 7, 2024 - Oct 6, 2025 | -21.64% Sep 22, 2021 - Sep 15, 2025 |
| #2 | -19.16% Jan 26, 2026 - Apr 29, 2026 | -2.67% Feb 19, 2026 - Mar 27, 2026 |
| #3 | -11.06% Jul 15, 2024 - Aug 19, 2024 | -1.56% Aug 3, 2021 - Sep 22, 2021 |
| #4 | -6.34% Aug 30, 2024 - Oct 7, 2024 | -1.51% Oct 27, 2025 - Feb 6, 2026 |
| #5 | -6.31% Oct 6, 2025 - Nov 4, 2025 | -0.86% Sep 16, 2025 - Oct 14, 2025 |
| #6 | -4.50% Nov 26, 2025 - Dec 8, 2025 | -0.72% Jul 8, 2021 - Jul 19, 2021 |
| #7 | -3.34% Dec 15, 2025 - Dec 23, 2025 | -0.55% Jun 18, 2021 - Jun 30, 2021 |
| #8 | -2.69% Dec 26, 2025 - Jan 7, 2026 | -0.45% Jun 11, 2021 - Jun 18, 2021 |
| #9 | -2.33% May 21, 2024 - Jun 3, 2024 | -0.43% May 25, 2021 - Jun 4, 2021 |
| #10 | -2.25% Dec 8, 2025 - Dec 10, 2025 | -0.39% Jul 19, 2021 - Jul 27, 2021 |
| #11 | -2.14% Jul 1, 2024 - Jul 5, 2024 | -0.16% Jul 28, 2021 - Aug 2, 2021 |
| #12 | -1.80% Jan 14, 2026 - Jan 16, 2026 | -0.12% Jun 30, 2021 - Jul 2, 2021 |
| #13 | -1.74% Jun 25, 2024 - Jul 1, 2024 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -1.47% Nov 19, 2025 - Nov 25, 2025 | -0.11% Feb 6, 2026 - Feb 12, 2026 |
| #15 | -1.33% Jan 16, 2026 - Jan 22, 2026 | -0.10% Feb 17, 2026 - Feb 19, 2026 |
Correlation
Correlation between OZEM and LQDB is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2021 - 2026)
OZEM vs LQDB dividend yield comparison.
| Year | OZEM | LQDB |
|---|---|---|
| 2026 | 0.00% | 1.97% |
| 2025 | 1.20% | 4.65% |
| 2024 | 0.22% | 4.46% |
| 2023 | 0.00% | 3.90% |
| 2022 | 0.00% | 4.14% |
| 2021 | 0.00% | 1.32% |
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