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LQDB vs. FAAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQDB vs. FAAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares BBB Rated Corporate Bond ETF (LQDB) and First Trust Alternative Absolute Return Strategy ETF (FAAR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LQDB achieves a 1.04% return, which is significantly lower than FAAR's 19.14% return.


LQDB

1D
0.13%
1M
0.83%
YTD
1.04%
6M
1.11%
1Y
5.16%
3Y*
5.56%
5Y*
0.67%
10Y*

FAAR

1D
-0.91%
1M
-5.21%
YTD
19.14%
6M
18.06%
1Y
28.33%
3Y*
10.57%
5Y*
7.72%
10Y*
4.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LQDB vs. FAAR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LQDB
iShares BBB Rated Corporate Bond ETF
1.04%7.50%2.37%9.60%-15.51%2.35%
FAAR
First Trust Alternative Absolute Return Strategy ETF
19.14%8.07%5.97%-5.63%10.15%0.85%

Correlation

The correlation between LQDB and FAAR is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.24

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

-0.10

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

-0.08

Correlation (All Time)
Calculated using the full available price history since May 20, 2021

-0.08

The correlation between LQDB and FAAR shifts across timeframes, from -0.24 (1 year) to -0.08 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

LQDB vs. FAAR — Risk / Return Rank

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

LQDB
LQDB Risk / Return Rank: 3939
Overall Rank
LQDB Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
LQDB Sortino Ratio Rank: 3939
Sortino Ratio Rank
LQDB Omega Ratio Rank: 3636
Omega Ratio Rank
LQDB Calmar Ratio Rank: 4141
Calmar Ratio Rank
LQDB Martin Ratio Rank: 4040
Martin Ratio Rank

FAAR
FAAR Risk / Return Rank: 7575
Overall Rank
FAAR Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FAAR Sortino Ratio Rank: 7474
Sortino Ratio Rank
FAAR Omega Ratio Rank: 6565
Omega Ratio Rank
FAAR Calmar Ratio Rank: 8686
Calmar Ratio Rank
FAAR Martin Ratio Rank: 8181
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.

LQDB vs. FAAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares BBB Rated Corporate Bond ETF (LQDB) and First Trust Alternative Absolute Return Strategy ETF (FAAR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LQDBFAARDifference
Sharpe ratioReturn per unit of total volatility

-0.88

Sortino ratioReturn per unit of downside risk

-1.22

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.14

Calmar ratioReturn relative to maximum drawdown

1.94

4.52

-2.58

Martin ratioReturn relative to average drawdown

5.91

15.18

-9.26

LQDB vs. FAAR - Sharpe Ratio Comparison

The current LQDB Sharpe Ratio is 1.27, which is lower than the FAAR Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of LQDB and FAAR, 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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Drawdowns

LQDB vs. FAAR - Drawdown Comparison

The maximum LQDB drawdown since its inception was -21.63%, which is greater than FAAR's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for LQDB and FAAR.


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Drawdown Indicators


LQDBFAARDifference

Max Drawdown

Largest peak-to-trough decline

-21.63%

-18.03%

-3.60%

Max Drawdown (1Y)

Largest decline over 1 year

-2.67%

-6.29%

+3.62%

Max Drawdown (3Y)

Largest decline over 3 years

-5.90%

-11.54%

+5.64%

Max Drawdown (5Y)

Largest decline over 5 years

-21.63%

-18.03%

-3.60%

Max Drawdown (10Y)

Largest decline over 10 years

-18.03%

Current Drawdown

Current decline from peak

-0.57%

-6.29%

+5.72%

Average Drawdown

Average peak-to-trough decline

-7.85%

-7.82%

-0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

1.87%

-1.00%

Volatility

LQDB vs. FAAR - Volatility Comparison

The current volatility for iShares BBB Rated Corporate Bond ETF (LQDB) is 1.21%, while First Trust Alternative Absolute Return Strategy ETF (FAAR) has a volatility of 2.55%. This indicates that LQDB experiences smaller price fluctuations and is considered to be less risky than FAAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQDBFAARDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.21%

2.55%

-1.34%

Volatility (6M)

Calculated over the trailing 6-month period

3.18%

9.68%

-6.50%

Volatility (1Y)

Calculated over the trailing 1-year period

4.07%

13.38%

-9.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.87%

12.96%

-6.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.83%

11.54%

-4.71%

LQDB vs. FAAR - Expense Ratio Comparison

LQDB has a 0.15% expense ratio, which is lower than FAAR's 0.95% expense ratio.


Dividends

LQDB vs. FAAR - Dividend Comparison

LQDB's dividend yield for the trailing twelve months is around 4.69%, less than FAAR's 9.66% yield.


PositionTTM202520242023202220212020201920182017
FAAR
First Trust Alternative Absolute Return Strategy ETF
9.66%11.63%3.45%3.20%5.82%6.49%3.05%1.02%0.58%2.83%
LQDB
iShares BBB Rated Corporate Bond ETF
4.69%4.65%4.46%3.90%4.14%1.32%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LQDB and FAAR have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FAAR has higher volatility (2.55%) compared to LQDB (1.21%). In terms of maximum drawdown, LQDB dropped -21.63% vs FAAR's -18.03%.

On 5-year performance, FAAR leads with 7.72% vs 0.67% for LQDB. On fees, LQDB is cheaper at 0.15% per year. On volatility, LQDB has been the lower-risk option at 1.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FAAR has performed better with a 7.72% return vs 0.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LQDB is cheaper with a 0.15% expense ratio, compared with 0.95% for FAAR.

FAAR has the higher dividend yield at 9.66%, compared with 4.69% for LQDB.

LQDB is categorized as Corporate Bonds, while FAAR is Commodities. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.15% for LQDB and 0.95% for FAAR.

FAAR currently has the higher Sharpe Ratio (2.15 vs 1.27), 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 LQDB and FAAR

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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