VGSR vs LQDH

Comparison between VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

VGSR vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGSR(ETF)	LQDH(ETF)
Net Assets	$506M	$506M
Expense Ratio	0.45%	0.24%
Max Drawdown	19.97%	28.17%
Sharpe Ratio	0.65	1.32
5Y Beta	0.47	0.14
P/E Ratio	38.01	N/A
Forward P/E	43.66	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	N/A	24.33%
5Y EPS CAGR	8.89%	N/A
Debt to Equity	27.58%	N/A
P/S Ratio	7.46	N/A
P/B Ratio	2.90	N/A

Net Assets

Winner

VGSR

$506M

LQDH

$506M

Expense Ratio

VGSR

0.45%

Winner

LQDH

0.24%

Max Drawdown

Winner

VGSR

19.97%

LQDH

28.17%

Sharpe Ratio

VGSR

0.65

Winner

LQDH

1.32

5Y Beta

VGSR

0.47

Winner

LQDH

0.14

P/E Ratio

VGSR

38.01

LQDH

N/A

Forward P/E

VGSR

43.66

LQDH

N/A

PEG Ratio

VGSR

0.41

LQDH

N/A

5Y Dividends CAGR

VGSR

N/A

LQDH

24.33%

5Y EPS CAGR

VGSR

8.89%

LQDH

N/A

Debt to Equity

VGSR

27.58%

LQDH

N/A

P/S Ratio

VGSR

7.46

LQDH

N/A

P/B Ratio

VGSR

2.90

LQDH

N/A

VGSR vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	VGSR	LQDH
1 month	+0.44%	+0.97%
3 months	+3.25%	+2.28%
6 months	+10.06%	+2.68%
1 year	+11.32%	+7.49%
5 years(CAGR)	N/A	+5.25%
10 years(CAGR)	N/A	+4.63%
Max(CAGR)	+11.44%	+3.55%

VGSR

+0.44%

Winner

LQDH

+0.97%

Winner

VGSR

+3.25%

LQDH

+2.28%

Winner

VGSR

+10.06%

LQDH

+2.68%

Winner

VGSR

+11.32%

LQDH

+7.49%

5Y(CAGR)

VGSR

N/A

LQDH

+5.25%

10Y(CAGR)

VGSR

N/A

LQDH

+4.63%

Max(CAGR)

Winner

VGSR

+11.44%

LQDH

+3.55%

VGSR vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VGSR	LQDH
2026	+8.89%	+2.20%
2025	+7.16%	+7.00%
2024	+5.33%	+7.80%
2023	+7.01%	+10.83%
2022	N/A	-2.00%
2021	N/A	+2.60%
2020	N/A	+2.05%
2019	N/A	+9.32%
2018	N/A	-1.83%
2017	N/A	+6.03%
2016	N/A	+5.89%
2015	N/A	-2.14%
2014	N/A	-1.86%

VGSR vs LQDH Drawdown Comparison

The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

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

The current VGSR drawdown is -1.24%. The current LQDH drawdown is -0.20%.

Rank	VGSR	LQDH
#1	-18.32% Sep 16, 2024 - Oct 27, 2025	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-9.73% Feb 26, 2026 - Apr 17, 2026	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-8.51% Dec 14, 2023 - Jul 10, 2024	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-5.76% Oct 27, 2025 - Feb 6, 2026	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-3.29% Aug 1, 2024 - Aug 9, 2024	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-3.20% May 6, 2026 - May 15, 2026	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-3.06% Jul 17, 2024 - Aug 1, 2024	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-2.48% Apr 17, 2026 - May 6, 2026	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-1.33% Feb 17, 2026 - Feb 26, 2026	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-0.97% Aug 9, 2024 - Aug 13, 2024	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-0.86% Aug 27, 2024 - Aug 30, 2024	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-0.44% Sep 5, 2024 - Sep 9, 2024	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-0.41% Dec 4, 2023 - Dec 7, 2023	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-0.30% Jul 11, 2024 - Jul 15, 2024	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-0.29% Aug 19, 2024 - Aug 21, 2024	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between VGSR and LQDH is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2014 - 2026)

VGSR vs LQDH dividend yield comparison.

Year	VGSR	LQDH
2026	0.83%	2.41%
2025	3.41%	6.06%
2024	3.79%	7.57%
2023	2.64%	7.69%
2022	0.00%	3.73%
2021	0.00%	1.65%
2020	0.00%	2.22%
2019	0.00%	3.09%
2018	0.00%	5.08%
2017	0.00%	2.37%
2016	0.00%	2.33%
2015	0.00%	2.98%
2014	0.00%	2.19%