VBND vs LQDH

Comparison between VIDENT U.S. BOND STRATEGY ETF (VBND, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceLQDH has outperformed VBND, delivering a return of +5.3% compared to +0.3%

VBND vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VBND(ETF)	LQDH(ETF)
Net Assets	$506M	$506M
Expense Ratio	0.41%	0.24%
Max Drawdown	21.99%	28.17%
Sharpe Ratio	0.24	1.32
5Y Beta	0.04	0.14
5Y Dividends CAGR	17.33%	24.33%

Net Assets

VBND

$506M

Winner

LQDH

$506M

Expense Ratio

VBND

0.41%

Winner

LQDH

0.24%

Max Drawdown

Winner

VBND

21.99%

LQDH

28.17%

Sharpe Ratio

VBND

0.24

Winner

LQDH

1.32

5Y Beta

Winner

VBND

0.04

LQDH

0.14

5Y Dividends CAGR

VBND

17.33%

Winner

LQDH

24.33%

VBND vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	VBND	LQDH
1 month	+0.10%	+0.97%
3 months	-0.39%	+2.28%
6 months	+0.65%	+2.68%
1 year	+4.81%	+7.49%
5 years(CAGR)	+0.34%	+5.25%
10 years(CAGR)	+1.55%	+4.63%
Max(CAGR)	+1.62%	+3.55%

VBND

+0.10%

Winner

LQDH

+0.97%

VBND

-0.39%

Winner

LQDH

+2.28%

VBND

+0.65%

Winner

LQDH

+2.68%

VBND

+4.81%

Winner

LQDH

+7.49%

5Y(CAGR)

VBND

+0.34%

Winner

LQDH

+5.25%

10Y(CAGR)

VBND

+1.55%

Winner

LQDH

+4.63%

Max(CAGR)

VBND

+1.62%

Winner

LQDH

+3.55%

VBND vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VBND	LQDH
2026	+0.45%	+2.20%
2025	+6.80%	+7.00%
2024	+1.82%	+7.80%
2023	+7.33%	+10.83%
2022	-13.63%	-2.00%
2021	-0.46%	+2.60%
2020	+5.06%	+2.05%
2019	+9.45%	+9.32%
2018	-0.79%	-1.83%
2017	+2.75%	+6.03%
2016	+2.13%	+5.89%
2015	-0.26%	-2.14%
2014	-0.37%	-1.86%

VBND vs LQDH Drawdown Comparison

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

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

The current VBND drawdown is -1.22%. The current LQDH drawdown is -0.20%.

Rank	VBND	LQDH
#1	-18.97% Aug 3, 2021 - Oct 24, 2025	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-12.08% Mar 6, 2020 - Jul 23, 2020	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-5.25% Sep 28, 2016 - Sep 5, 2017	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-4.92% Sep 8, 2017 - Mar 20, 2019	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-3.66% Jan 26, 2021 - Jul 15, 2021	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-2.97% Apr 17, 2015 - Feb 2, 2016	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-2.82% Feb 27, 2026 - Mar 27, 2026	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-2.01% Jan 30, 2015 - Apr 14, 2015	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-1.91% Sep 4, 2019 - Jan 3, 2020	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-1.80% Oct 24, 2025 - Feb 12, 2026	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-1.64% Aug 4, 2020 - Nov 27, 2020	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-1.39% Feb 11, 2016 - Mar 31, 2016	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-1.17% Sep 7, 2016 - Sep 28, 2016	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-1.12% Oct 16, 2014 - Jan 5, 2015	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-1.10% Apr 7, 2016 - Jun 3, 2016	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between VBND and LQDH is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2014 - 2026)

VBND vs LQDH dividend yield comparison.

Year	VBND	LQDH
2026	1.68%	2.41%
2025	4.22%	6.06%
2024	4.41%	7.57%
2023	3.88%	7.69%
2022	2.55%	3.73%
2021	1.56%	1.65%
2020	1.98%	2.22%
2019	3.14%	3.09%
2018	2.82%	5.08%
2017	2.00%	2.37%
2016	3.12%	2.33%
2015	1.49%	2.98%
2014	0.11%	2.19%