LQDB vs. SCHR
Compare and contrast key facts about iShares BBB Rated Corporate Bond ETF (LQDB) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR).
LQDB and SCHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LQDB is a passively managed fund by iShares that tracks the performance of the iBoxx USD Liquid Investment Grade BBB 0+ Index . It was launched on May 18, 2021. SCHR is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (3-10 Y). It was launched on Aug 5, 2010. Both LQDB and SCHR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LQDB or SCHR.
Correlation
The correlation between LQDB and SCHR is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LQDB vs. SCHR - Performance Comparison
Key characteristics
LQDB:
1.02
SCHR:
1.12
LQDB:
1.47
SCHR:
1.69
LQDB:
1.18
SCHR:
1.20
LQDB:
0.42
SCHR:
0.61
LQDB:
3.28
SCHR:
2.64
LQDB:
1.62%
SCHR:
1.94%
LQDB:
5.22%
SCHR:
4.59%
LQDB:
-21.63%
SCHR:
-14.93%
LQDB:
-6.65%
SCHR:
-2.87%
Returns By Period
In the year-to-date period, LQDB achieves a 1.01% return, which is significantly higher than SCHR's 0.54% return.
LQDB
1.01%
0.89%
-0.28%
5.33%
N/A
N/A
SCHR
0.54%
0.49%
-1.00%
5.27%
0.87%
2.29%
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LQDB vs. SCHR - Expense Ratio Comparison
LQDB has a 0.15% expense ratio, which is higher than SCHR's 0.05% 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%.
Risk-Adjusted Performance
LQDB vs. SCHR — Risk-Adjusted Performance Rank
LQDB
SCHR
LQDB vs. SCHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares BBB Rated Corporate Bond ETF (LQDB) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR). 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.
Dividends
LQDB vs. SCHR - Dividend Comparison
LQDB's dividend yield for the trailing twelve months is around 4.49%, less than SCHR's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQDB iShares BBB Rated Corporate Bond ETF | 4.49% | 4.46% | 3.90% | 3.25% | 1.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 4.75% | 4.70% | 5.26% | 3.47% | 1.34% | 2.33% | 3.44% | 3.18% | 2.48% | 2.42% | 2.23% | 2.38% |
Drawdowns
LQDB vs. SCHR - Drawdown Comparison
The maximum LQDB drawdown since its inception was -21.63%, which is greater than SCHR's maximum drawdown of -14.93%. Use the drawdown chart below to compare losses from any high point for LQDB and SCHR. For additional features, visit the drawdowns tool.
Volatility
LQDB vs. SCHR - Volatility Comparison
iShares BBB Rated Corporate Bond ETF (LQDB) has a higher volatility of 1.35% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.11%. This indicates that LQDB's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.