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LQDH.L vs. KLMG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQDH.L vs. KLMG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (LQDH.L) and Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

LQDH.L is traded in USD, while KLMG.L is traded in GBP. To make them comparable, the KLMG.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, LQDH.L achieves a 2.46% return, which is significantly higher than KLMG.L's 0.53% return.


LQDH.L

1D
0.07%
1M
-0.21%
6M
2.01%
YTD
2.46%
1Y
4.61%
3Y*
7.42%
5Y*
5.37%
10Y*
4.41%

KLMG.L

1D
-0.21%
1M
0.26%
6M
0.77%
YTD
0.53%
1Y
2.39%
3Y*
5.14%
5Y*
-1.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LQDH.L vs. KLMG.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
LQDH.L
iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)
2.46%4.93%8.27%11.54%0.28%0.92%3.68%
KLMG.L
Lyxor Green Bond UCITS ETF GBP Hedged Dist
0.53%11.27%1.25%14.24%-27.55%-4.42%9.54%

Correlation

The correlation between LQDH.L and KLMG.L is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.10

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

0.06

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

0.13

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2020

0.13

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Return for Risk

LQDH.L vs. KLMG.L — Risk / Return Rank

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

LQDH.L
LQDH.L Risk / Return Rank: 6767
Overall Rank
LQDH.L Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
LQDH.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
LQDH.L Omega Ratio Rank: 5252
Omega Ratio Rank
LQDH.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
LQDH.L Martin Ratio Rank: 8080
Martin Ratio Rank

KLMG.L
KLMG.L Risk / Return Rank: 2020
Overall Rank
KLMG.L Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
KLMG.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
KLMG.L Omega Ratio Rank: 1919
Omega Ratio Rank
KLMG.L Calmar Ratio Rank: 2020
Calmar Ratio Rank
KLMG.L Martin Ratio Rank: 2222
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.

LQDH.L vs. KLMG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (LQDH.L) and Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.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.

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.


LQDH.LKLMG.LDifference
Sharpe ratioReturn per unit of total volatility

+1.16

Sortino ratioReturn per unit of downside risk

+1.73

Omega ratioGain probability vs. loss probability

1.25

1.05

+0.19

Calmar ratioReturn relative to maximum drawdown

3.30

0.40

+2.90

Martin ratioReturn relative to average drawdown

11.26

0.97

+10.29

LQDH.L vs. KLMG.L - Sharpe Ratio Comparison

The current LQDH.L Sharpe Ratio is 1.44, which is higher than the KLMG.L Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of LQDH.L and KLMG.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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Drawdowns

LQDH.L vs. KLMG.L - Drawdown Comparison

The maximum LQDH.L drawdown since its inception was -23.77%, smaller than the maximum KLMG.L drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for LQDH.L and KLMG.L.


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Drawdown Indicators


LQDH.LKLMG.LDifference

Max Drawdown

Largest peak-to-trough decline

-23.77%

-39.57%

+15.80%

Max Drawdown (1Y)

Largest decline over 1 year

-1.39%

-5.96%

+4.57%

Max Drawdown (3Y)

Largest decline over 3 years

-2.81%

-10.40%

+7.59%

Max Drawdown (5Y)

Largest decline over 5 years

-6.42%

-39.57%

+33.15%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

Current Drawdown

Current decline from peak

-0.34%

-11.29%

+10.95%

Average Drawdown

Average peak-to-trough decline

-1.46%

-16.08%

+14.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.41%

2.45%

-2.04%

Volatility

LQDH.L vs. KLMG.L - Volatility Comparison

The current volatility for iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (LQDH.L) is 0.84%, while Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.L) has a volatility of 1.84%. This indicates that LQDH.L experiences smaller price fluctuations and is considered to be less risky than KLMG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQDH.LKLMG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.84%

1.84%

-1.00%

Volatility (6M)

Calculated over the trailing 6-month period

2.19%

6.45%

-4.26%

Volatility (1Y)

Calculated over the trailing 1-year period

3.18%

8.48%

-5.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.87%

11.36%

-6.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.41%

10.89%

-4.48%

LQDH.L vs. KLMG.L - Expense Ratio Comparison

LQDH.L has a 0.25% expense ratio, which is lower than KLMG.L's 0.30% expense ratio.


Dividends

LQDH.L vs. KLMG.L - Dividend Comparison

LQDH.L's dividend yield for the trailing twelve months is around 4.33%, more than KLMG.L's 2.22% yield.


PositionTTM20252024202320222021202020192018201720162015
KLMG.L
Lyxor Green Bond UCITS ETF GBP Hedged Dist
2.22%2.23%2.02%1.44%1.28%1.03%0.39%0.00%0.00%0.00%0.00%0.00%
LQDH.L
iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)
4.33%4.66%5.52%4.83%2.07%1.55%2.45%3.52%2.87%2.14%2.46%3.25%

Frequently Asked Questions


LQDH.L and KLMG.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LQDH.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LQDH.L is cheaper with a 0.25% expense ratio, compared with 0.30% for KLMG.L.

LQDH.L tracks IBOXX US Dollar Liquid Investment Grade IR Hedged Index (USD), while KLMG.L tracks Bloomberg Gbl Agg Corp TR Hdg GBP. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.25% for LQDH.L and 0.30% for KLMG.L.

Portfolio Optimizer

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