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LQD vs. BNDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQD vs. BNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) and Vanguard Total International Bond ETF (BNDX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LQD achieves a -0.06% return, which is significantly lower than BNDX's 0.37% return. Over the past 10 years, LQD has outperformed BNDX with an annualized return of 2.41%, while BNDX has yielded a comparatively lower 1.65% annualized return.


LQD

1D
-0.10%
1M
-0.67%
YTD
-0.06%
6M
-0.06%
1Y
5.73%
3Y*
4.95%
5Y*
-0.28%
10Y*
2.41%

BNDX

1D
-0.12%
1M
-0.16%
YTD
0.37%
6M
0.55%
1Y
1.86%
3Y*
4.01%
5Y*
0.25%
10Y*
1.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LQD vs. BNDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%7.90%0.86%9.40%-17.92%-1.84%10.97%17.37%-3.79%7.06%
BNDX
Vanguard Total International Bond ETF
0.37%2.86%3.57%8.77%-12.76%-2.29%4.65%7.87%2.81%2.40%

Correlation

The correlation between LQD and BNDX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (3Y)
Calculated over the trailing 3-year period

0.77

Correlation (5Y)
Calculated over the trailing 5-year period

0.77

Correlation (10Y)
Calculated over the trailing 10-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Jun 5, 2013

0.67

The correlation between LQD and BNDX shifts across timeframes, from 0.67 (all time) to 0.77 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

LQD vs. BNDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LQD
LQD Risk / Return Rank: 3434
Overall Rank
LQD Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
LQD Sortino Ratio Rank: 3232
Sortino Ratio Rank
LQD Omega Ratio Rank: 3030
Omega Ratio Rank
LQD Calmar Ratio Rank: 3838
Calmar Ratio Rank
LQD Martin Ratio Rank: 3535
Martin Ratio Rank

BNDX
BNDX Risk / Return Rank: 1818
Overall Rank
BNDX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BNDX Sortino Ratio Rank: 1717
Sortino Ratio Rank
BNDX Omega Ratio Rank: 1717
Omega Ratio Rank
BNDX Calmar Ratio Rank: 1818
Calmar Ratio Rank
BNDX Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LQD vs. BNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) and Vanguard Total International Bond ETF (BNDX). 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.


LQDBNDXDifference
Sharpe ratioReturn per unit of total volatility

+0.54

Sortino ratioReturn per unit of downside risk

+0.80

Omega ratioGain probability vs. loss probability

1.19

1.10

+0.09

Calmar ratioReturn relative to maximum drawdown

1.72

0.64

+1.09

Martin ratioReturn relative to average drawdown

4.88

1.79

+3.09

LQD vs. BNDX - Sharpe Ratio Comparison

The current LQD Sharpe Ratio is 1.08, which is higher than the BNDX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of LQD and BNDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LQDBNDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

0.54

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.05

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.41

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.60

-0.07

Drawdowns

LQD vs. BNDX - Drawdown Comparison

The maximum LQD drawdown since its inception was -24.95%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for LQD and BNDX.


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Drawdown Indicators


LQDBNDXDifference

Max Drawdown

Largest peak-to-trough decline

-24.95%

-16.23%

-8.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.34%

-2.93%

-0.41%

Max Drawdown (3Y)

Largest decline over 3 years

-8.43%

-2.93%

-5.50%

Max Drawdown (5Y)

Largest decline over 5 years

-24.95%

-15.86%

-9.09%

Max Drawdown (10Y)

Largest decline over 10 years

-24.95%

-16.23%

-8.72%

Current Drawdown

Current decline from peak

-4.21%

-1.65%

-2.56%

Average Drawdown

Average peak-to-trough decline

-3.99%

-3.08%

-0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.18%

1.04%

+0.14%

Volatility

LQD vs. BNDX - Volatility Comparison

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) has a higher volatility of 1.62% compared to Vanguard Total International Bond ETF (BNDX) at 1.47%. This indicates that LQD's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQDBNDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

1.47%

+0.15%

Volatility (6M)

Calculated over the trailing 6-month period

3.94%

2.91%

+1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

5.32%

3.43%

+1.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.65%

4.88%

+3.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.68%

4.09%

+4.59%

LQD vs. BNDX - Expense Ratio Comparison

LQD has a 0.15% expense ratio, which is higher than BNDX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

LQD vs. BNDX - Dividend Comparison

LQD's dividend yield for the trailing twelve months is around 4.59%, more than BNDX's 4.50% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDX
Vanguard Total International Bond ETF
4.50%4.39%4.18%4.42%1.51%3.74%1.11%3.40%3.01%2.23%1.89%1.63%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
4.59%4.48%4.45%3.99%3.30%2.30%2.66%3.29%3.67%3.10%3.34%3.47%

Frequently Asked Questions


LQD and BNDX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LQD has higher volatility (1.62%) compared to BNDX (1.47%). In terms of maximum drawdown, LQD dropped -24.95% vs BNDX's -16.23%.

On 10-year performance, LQD leads with 2.41% vs 1.65% for BNDX. On fees, BNDX is cheaper at 0.07% per year. On volatility, BNDX has been the lower-risk option at 1.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, LQD has performed better with a 2.41% return vs 1.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDX is cheaper with a 0.07% expense ratio, compared with 0.15% for LQD.

LQD has the higher dividend yield at 4.59%, compared with 4.50% for BNDX.

LQD is categorized as Corporate Bonds, while BNDX is Global Bonds. LQD tracks iBoxx $ Liquid Investment Grade Index, while BNDX tracks Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for LQD and 0.07% for BNDX.

LQD currently has the higher Sharpe Ratio (1.08 vs 0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LQD and BNDX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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