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LQDE.L vs. IDTL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQDE.L vs. IDTL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares $ Corp Bond UCITS ETF USD Distributing (LQDE.L) and iShares Treasury Bond 20+ UCITS (IDTL.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LQDE.L achieves a 0.16% return, which is significantly higher than IDTL.L's -1.14% return. Over the past 10 years, LQDE.L has outperformed IDTL.L with an annualized return of 2.55%, while IDTL.L has yielded a comparatively lower -1.51% annualized return.


LQDE.L

1D
0.48%
1M
0.19%
YTD
0.16%
6M
0.75%
1Y
5.80%
3Y*
5.02%
5Y*
0.00%
10Y*
2.55%

IDTL.L

1D
0.36%
1M
-0.22%
YTD
-1.14%
6M
-0.52%
1Y
3.84%
3Y*
-1.56%
5Y*
-6.07%
10Y*
-1.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LQDE.L vs. IDTL.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LQDE.L
iShares $ Corp Bond UCITS ETF USD Distributing
0.16%8.09%1.06%9.14%-17.80%-2.04%10.98%17.87%-3.94%6.81%
IDTL.L
iShares Treasury Bond 20+ UCITS
-1.14%4.67%-7.18%2.22%-30.42%-4.71%17.11%15.67%-1.84%8.97%

Correlation

The correlation between LQDE.L and IDTL.L is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.86

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

0.89

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

0.85

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

0.76

Correlation (All Time)
Calculated using the full available price history since Jan 22, 2015

0.76

The correlation between LQDE.L and IDTL.L shifts across timeframes, from 0.76 (all time) to 0.89 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

LQDE.L vs. IDTL.L — Risk / Return Rank

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

LQDE.L
LQDE.L Risk / Return Rank: 3030
Overall Rank
LQDE.L Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
LQDE.L Sortino Ratio Rank: 2626
Sortino Ratio Rank
LQDE.L Omega Ratio Rank: 2626
Omega Ratio Rank
LQDE.L Calmar Ratio Rank: 3636
Calmar Ratio Rank
LQDE.L Martin Ratio Rank: 3333
Martin Ratio Rank

IDTL.L
IDTL.L Risk / Return Rank: 1515
Overall Rank
IDTL.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IDTL.L Sortino Ratio Rank: 1414
Sortino Ratio Rank
IDTL.L Omega Ratio Rank: 1414
Omega Ratio Rank
IDTL.L Calmar Ratio Rank: 1515
Calmar Ratio Rank
IDTL.L Martin Ratio Rank: 1515
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.

LQDE.L vs. IDTL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond UCITS ETF USD Distributing (LQDE.L) and iShares Treasury Bond 20+ UCITS (IDTL.L). 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.


LQDE.LIDTL.LDifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+0.78

Omega ratioGain probability vs. loss probability

1.17

1.07

+0.10

Calmar ratioReturn relative to maximum drawdown

1.73

0.50

+1.22

Martin ratioReturn relative to average drawdown

4.78

1.27

+3.51

LQDE.L vs. IDTL.L - Sharpe Ratio Comparison

The current LQDE.L Sharpe Ratio is 0.97, which is higher than the IDTL.L Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of LQDE.L and IDTL.L, 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


LQDE.LIDTL.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.39

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.40

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

-0.10

+0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

-0.08

+0.48

Drawdowns

LQDE.L vs. IDTL.L - Drawdown Comparison

The maximum LQDE.L drawdown since its inception was -32.12%, smaller than the maximum IDTL.L drawdown of -48.31%. Use the drawdown chart below to compare losses from any high point for LQDE.L and IDTL.L.


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Drawdown Indicators


LQDE.LIDTL.LDifference

Max Drawdown

Largest peak-to-trough decline

-32.12%

-48.31%

+16.19%

Max Drawdown (1Y)

Largest decline over 1 year

-3.21%

-7.62%

+4.41%

Max Drawdown (3Y)

Largest decline over 3 years

-7.93%

-18.49%

+10.56%

Max Drawdown (5Y)

Largest decline over 5 years

-25.11%

-42.95%

+17.84%

Max Drawdown (10Y)

Largest decline over 10 years

-25.38%

-48.31%

+22.93%

Current Drawdown

Current decline from peak

-3.85%

-40.36%

+36.51%

Average Drawdown

Average peak-to-trough decline

-4.70%

-20.41%

+15.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.16%

3.03%

-1.87%

Volatility

LQDE.L vs. IDTL.L - Volatility Comparison

The current volatility for iShares $ Corp Bond UCITS ETF USD Distributing (LQDE.L) is 2.09%, while iShares Treasury Bond 20+ UCITS (IDTL.L) has a volatility of 3.32%. This indicates that LQDE.L experiences smaller price fluctuations and is considered to be less risky than IDTL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQDE.LIDTL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

3.32%

-1.23%

Volatility (6M)

Calculated over the trailing 6-month period

4.32%

6.59%

-2.27%

Volatility (1Y)

Calculated over the trailing 1-year period

5.76%

9.89%

-4.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.44%

14.99%

-6.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.67%

14.61%

-5.94%

LQDE.L vs. IDTL.L - Expense Ratio Comparison

LQDE.L has a 0.20% expense ratio, which is higher than IDTL.L'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

LQDE.L vs. IDTL.L - Dividend Comparison

LQDE.L's dividend yield for the trailing twelve months is around 4.95%, more than IDTL.L's 4.36% yield.


PositionTTM20252024202320222021202020192018201720162015
IDTL.L
iShares Treasury Bond 20+ UCITS
4.36%4.31%4.65%3.79%3.01%1.74%1.76%2.49%2.79%2.60%2.63%2.14%
LQDE.L
iShares $ Corp Bond UCITS ETF USD Distributing
4.95%4.89%5.02%4.58%3.74%2.68%2.77%3.42%3.69%3.25%3.40%3.36%

Frequently Asked Questions


LQDE.L and IDTL.L have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDTL.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDTL.L is cheaper with a 0.07% expense ratio, compared with 0.20% for LQDE.L.

LQDE.L is categorized as Corporate Bonds, while IDTL.L is Government Bonds. LQDE.L tracks Morningstar US Corporate Bond TR USD, while IDTL.L tracks ICE U.S. Treasury 20+ Year Bond Index. Their fees differ too: 0.20% for LQDE.L and 0.07% for IDTL.L.

Portfolio Optimizer

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