LQDH vs. AOUIX
Compare and contrast key facts about iShares Interest Rate Hedged Corporate Bond ETF (LQDH) and Angel Oak UltraShort Income Fund (AOUIX).
LQDH is an actively managed fund by iShares. It was launched on May 27, 2014. AOUIX is managed by Angel Oak. It was launched on Apr 2, 2018.
Performance
LQDH vs. AOUIX - Performance Comparison
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LQDH vs. AOUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | -0.16% | 7.00% | 7.43% | 11.14% | -1.88% | 1.84% | 1.68% | 9.50% | -1.86% |
AOUIX Angel Oak UltraShort Income Fund | 0.37% | 5.63% | 7.06% | 6.21% | -4.11% | 0.97% | 1.99% | 4.07% | 2.25% |
Returns By Period
In the year-to-date period, LQDH achieves a -0.16% return, which is significantly lower than AOUIX's 0.37% return.
LQDH
- 1D
- 0.56%
- 1M
- 0.29%
- YTD
- -0.16%
- 6M
- 1.60%
- 1Y
- 6.38%
- 3Y*
- 7.61%
- 5Y*
- 4.67%
- 10Y*
- 4.52%
AOUIX
- 1D
- 0.00%
- 1M
- -0.40%
- YTD
- 0.37%
- 6M
- 1.67%
- 1Y
- 4.50%
- 3Y*
- 5.74%
- 5Y*
- 3.05%
- 10Y*
- —
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LQDH vs. AOUIX - Expense Ratio Comparison
LQDH has a 0.25% expense ratio, which is lower than AOUIX's 0.53% expense ratio.
Return for Risk
LQDH vs. AOUIX — Risk / Return Rank
LQDH
AOUIX
LQDH vs. AOUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged Corporate Bond ETF (LQDH) and Angel Oak UltraShort Income Fund (AOUIX). 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.
| LQDH | AOUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 3.08 | -1.52 |
Sortino ratioReturn per unit of downside risk | 2.27 | 9.21 | -6.94 |
Omega ratioGain probability vs. loss probability | 1.34 | 2.77 | -1.43 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 12.20 | -10.58 |
Martin ratioReturn relative to average drawdown | 8.22 | 42.89 | -34.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LQDH | AOUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 3.08 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.06 | 2.05 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.55 | -1.00 |
Correlation
The correlation between LQDH and AOUIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LQDH vs. AOUIX - Dividend Comparison
LQDH's dividend yield for the trailing twelve months is around 6.13%, more than AOUIX's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 6.13% | 6.06% | 7.57% | 7.69% | 3.73% | 1.65% | 2.22% | 3.09% | 5.08% | 2.37% | 2.33% | 2.98% |
AOUIX Angel Oak UltraShort Income Fund | 4.50% | 5.05% | 5.36% | 3.69% | 1.48% | 1.37% | 2.24% | 3.08% | 2.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
LQDH vs. AOUIX - Drawdown Comparison
The maximum LQDH drawdown since its inception was -24.63%, which is greater than AOUIX's maximum drawdown of -7.38%. Use the drawdown chart below to compare losses from any high point for LQDH and AOUIX.
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Drawdown Indicators
| LQDH | AOUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -7.38% | -17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.85% | -0.41% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -7.08% | -4.53% | -2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | -1.10% | -0.40% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -1.70% | -0.62% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.12% | +0.64% |
Volatility
LQDH vs. AOUIX - Volatility Comparison
iShares Interest Rate Hedged Corporate Bond ETF (LQDH) has a higher volatility of 1.51% compared to Angel Oak UltraShort Income Fund (AOUIX) at 0.19%. This indicates that LQDH's price experiences larger fluctuations and is considered to be riskier than AOUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LQDH | AOUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 0.19% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.22% | 1.11% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 1.61% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.43% | 1.49% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.45% | 1.94% | +4.51% |