Correlation
The correlation between BGLD and LQDH is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BGLD vs. LQDH
Compare and contrast key facts about FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) and iShares Interest Rate Hedged Corporate Bond ETF (LQDH).
BGLD and LQDH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BGLD is an actively managed fund by First Trust. It was launched on Jan 20, 2021. LQDH is an actively managed fund by iShares. It was launched on May 27, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGLD or LQDH.
Performance
BGLD vs. LQDH - Performance Comparison
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Key characteristics
BGLD:
2.92
LQDH:
1.18
BGLD:
3.81
LQDH:
1.74
BGLD:
1.54
LQDH:
1.27
BGLD:
6.06
LQDH:
1.01
BGLD:
25.56
LQDH:
5.00
BGLD:
1.23%
LQDH:
0.98%
BGLD:
10.84%
LQDH:
4.09%
BGLD:
-16.19%
LQDH:
-24.63%
BGLD:
-0.42%
LQDH:
-0.42%
Returns By Period
In the year-to-date period, BGLD achieves a 16.21% return, which is significantly higher than LQDH's 1.33% return.
BGLD
16.21%
0.47%
15.51%
31.42%
16.90%
N/A
N/A
LQDH
1.33%
2.03%
1.48%
4.80%
6.90%
5.69%
3.72%
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BGLD vs. LQDH - Expense Ratio Comparison
BGLD has a 0.90% expense ratio, which is higher than LQDH's 0.25% expense ratio.
Risk-Adjusted Performance
BGLD vs. LQDH — Risk-Adjusted Performance Rank
BGLD
LQDH
BGLD vs. LQDH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) and iShares Interest Rate Hedged Corporate Bond ETF (LQDH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BGLD vs. LQDH - Dividend Comparison
BGLD's dividend yield for the trailing twelve months is around 21.55%, more than LQDH's 6.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGLD FT Cboe Vest Gold Strategy Quarterly Buffer ETF | 21.55% | 25.04% | 10.49% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 6.95% | 7.57% | 7.69% | 3.73% | 1.64% | 2.22% | 3.09% | 5.08% | 2.37% | 2.33% | 2.98% | 2.19% |
Drawdowns
BGLD vs. LQDH - Drawdown Comparison
The maximum BGLD drawdown since its inception was -16.19%, smaller than the maximum LQDH drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for BGLD and LQDH.
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Volatility
BGLD vs. LQDH - Volatility Comparison
FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) has a higher volatility of 1.87% compared to iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at 0.91%. This indicates that BGLD's price experiences larger fluctuations and is considered to be riskier than LQDH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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