FIAX vs. LQDH

In the year-to-date period, FIAX achieves a -1.87% return, which is significantly lower than LQDH's 0.89% return.

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FIAX has a 1.04% expense ratio, which is higher than LQDH's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nicholas Fixed Income Alternative ETF (FIAX) 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.

The current FIAX Sharpe Ratio is 0.46, which is lower than the LQDH Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of FIAX and LQDH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIAX's dividend yield for the trailing twelve months is around 8.78%, more than LQDH's 6.98% yield.

The maximum FIAX drawdown since its inception was -6.26%, smaller than the maximum LQDH drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for FIAX and LQDH.

Nicholas Fixed Income Alternative ETF (FIAX) has a higher volatility of 1.22% compared to iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at 1.11%. This indicates that FIAX'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.