THW vs LQDH

Comparison between abrdn World Healthcare Fund (THW, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceLQDH has outperformed THW, delivering a return of +5.3% compared to +4.8%

THW vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	THW(ETF)	LQDH(ETF)
Net Assets	$517M	$515M
Expense Ratio	N/A	0.24%
Max Drawdown	55.65%	28.17%
Sharpe Ratio	1.22	1.21
5Y Beta	0.51	0.14
5Y Dividends CAGR	1.61%	24.33%

Net Assets

Winner

THW

$517M

LQDH

$515M

Expense Ratio

THW

N/A

LQDH

0.24%

Max Drawdown

THW

55.65%

Winner

LQDH

28.17%

Sharpe Ratio

Winner

THW

1.22

LQDH

1.21

5Y Beta

THW

0.51

Winner

LQDH

0.14

5Y Dividends CAGR

THW

1.61%

Winner

LQDH

24.33%

THW vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	THW	LQDH
1 month	-4.51%	+0.96%
3 months	+3.90%	+3.69%
6 months	+2.71%	+3.24%
1 year	+27.35%	+7.38%
5 years(CAGR)	+4.75%	+5.26%
10 years(CAGR)	+9.43%	+4.68%
Max(CAGR)	+5.81%	+3.58%

THW

-4.51%

Winner

LQDH

+0.96%

Winner

THW

+3.90%

LQDH

+3.69%

THW

+2.71%

Winner

LQDH

+3.24%

Winner

THW

+27.35%

LQDH

+7.38%

5Y(CAGR)

THW

+4.75%

Winner

LQDH

+5.26%

10Y(CAGR)

Winner

THW

+9.43%

LQDH

+4.68%

Max(CAGR)

Winner

THW

+5.81%

LQDH

+3.58%

THW vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	THW	LQDH
2026	+1.30%	+2.57%
2025	+30.03%	+7.00%
2024	+3.57%	+7.80%
2023	-11.22%	+10.83%
2022	-0.27%	-2.00%
2021	+12.44%	+2.60%
2020	+25.49%	+2.05%
2019	+29.17%	+9.32%
2018	-6.51%	-1.83%
2017	+12.15%	+6.03%
2016	-9.67%	+5.89%
2015	-17.95%	-2.14%
2014	N/A	-1.86%

THW vs LQDH Drawdown Comparison

The maximum drawdown for THW was -37.37%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.

The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.

The current THW drawdown is -5.12%.

Rank	THW	LQDH
#1	-37.37% Feb 14, 2020 - Apr 27, 2020	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-36.36% Jul 13, 2015 - Jul 17, 2019	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-31.47% Dec 14, 2022 - Aug 1, 2024	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-20.05% Oct 4, 2024 - Sep 3, 2025	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-19.22% Sep 2, 2021 - Dec 13, 2022	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-17.23% Jan 20, 2021 - Aug 17, 2021	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-11.26% Dec 26, 2025 - Apr 15, 2026	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-9.09% Oct 30, 2025 - Nov 26, 2025	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-8.22% Aug 18, 2020 - Nov 5, 2020	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-6.23% Jun 5, 2020 - Jul 15, 2020	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-5.66% May 28, 2026 - Jun 9, 2026	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-5.34% Apr 17, 2026 - Apr 30, 2026	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-4.52% Aug 1, 2024 - Aug 23, 2024	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-4.31% Nov 26, 2025 - Dec 23, 2025	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-4.08% Jan 22, 2020 - Feb 5, 2020	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between THW and LQDH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2014 - 2026)

THW vs LQDH dividend yield comparison.

Year	THW	LQDH
2026	4.77%	2.40%
2025	10.96%	6.06%
2024	12.72%	7.57%
2023	12.00%	7.69%
2022	9.56%	3.73%
2021	8.60%	1.65%
2020	8.85%	2.22%
2019	10.11%	3.09%
2018	12.08%	5.08%
2017	10.29%	2.37%
2016	10.91%	2.33%
2015	3.69%	2.98%
2014	0.00%	2.19%