LQDH vs. XGDU.DE
LQDH (iShares Interest Rate Hedged Corporate Bond ETF) and XGDU.DE (Xtrackers IE Physical Gold ETC Securities) are both exchange-traded funds - LQDH is a Corporate Bonds fund actively managed by iShares, while XGDU.DE is a Precious Metals fund tracking the Gold. LQDH is actively managed, while XGDU.DE is passively managed. Over the past 5 years, LQDH returned 5.27%/yr vs 17.42%/yr for XGDU.DE. At a 0.11 correlation, their price movements are largely independent. LQDH charges 0.25%/yr vs 0.12%/yr for XGDU.DE.
Performance
LQDH vs. XGDU.DE - Performance Comparison
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Different Trading Currencies
LQDH is traded in USD, while XGDU.DE is traded in EUR. To make them comparable, the XGDU.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, LQDH achieves a 2.56% return, which is significantly higher than XGDU.DE's -4.16% return.
LQDH
- 1D
- 0.25%
- 1M
- 0.90%
- YTD
- 2.56%
- 6M
- 3.25%
- 1Y
- 7.38%
- 3Y*
- 8.10%
- 5Y*
- 5.27%
- 10Y*
- 4.70%
XGDU.DE
- 1D
- 2.83%
- 1M
- -10.19%
- YTD
- -4.16%
- 6M
- -1.55%
- 1Y
- 24.26%
- 3Y*
- 29.29%
- 5Y*
- 17.42%
- 10Y*
- —
LQDH vs. XGDU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 2.56% | 7.00% | 7.43% | 11.14% | -1.88% | 1.84% | 11.78% |
XGDU.DE Xtrackers IE Physical Gold ETC Securities | -4.16% | 68.32% | 26.54% | 12.88% | 1.10% | -4.39% | 1.50% |
Correlation
The correlation between LQDH and XGDU.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Apr 22, 2020 | 0.11 |
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Return for Risk
LQDH vs. XGDU.DE — Risk / Return Rank
LQDH
XGDU.DE
LQDH vs. XGDU.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged Corporate Bond ETF (LQDH) and Xtrackers IE Physical Gold ETC Securities (XGDU.DE). 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 | XGDU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.00 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.19 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 1.07 | +2.09 |
| Martin ratioReturn relative to average drawdown | 13.46 | 2.68 | +10.78 |
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Drawdowns
LQDH vs. XGDU.DE - Drawdown Comparison
The maximum LQDH drawdown since its inception was -24.63%, which is greater than XGDU.DE's maximum drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for LQDH and XGDU.DE.
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Drawdown Indicators
| LQDH | XGDU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.63% | -22.54% | -2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.34% | -22.54% | +20.20% |
Max Drawdown (3Y)Largest decline over 3 years | -4.86% | -22.54% | +17.68% |
Max Drawdown (5Y)Largest decline over 5 years | -7.08% | -22.54% | +15.46% |
Max Drawdown (10Y)Largest decline over 10 years | -24.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -20.35% | +20.35% |
Average DrawdownAverage peak-to-trough decline | -1.67% | -7.78% | +6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 9.02% | -8.47% |
Volatility
LQDH vs. XGDU.DE - Volatility Comparison
The current volatility for iShares Interest Rate Hedged Corporate Bond ETF (LQDH) is 0.46%, while Xtrackers IE Physical Gold ETC Securities (XGDU.DE) has a volatility of 7.54%. This indicates that LQDH experiences smaller price fluctuations and is considered to be less risky than XGDU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LQDH | XGDU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 7.54% | -7.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 21.73% | -19.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 33.18% | -30.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.41% | 19.99% | -15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.44% | 19.89% | -13.45% |
LQDH vs. XGDU.DE - Expense Ratio Comparison
LQDH has a 0.25% expense ratio, which is higher than XGDU.DE's 0.12% 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
LQDH vs. XGDU.DE - Dividend Comparison
LQDH's dividend yield for the trailing twelve months is around 5.93%, while XGDU.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 5.93% | 6.06% | 7.57% | 7.69% | 3.73% | 1.65% | 2.22% | 3.09% | 5.08% | 2.37% | 2.33% | 2.98% |
XGDU.DE Xtrackers IE Physical Gold ETC Securities | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LQDH and XGDU.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGDU.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGDU.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for LQDH.
LQDH is categorized as Corporate Bonds, while XGDU.DE is Precious Metals. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.25% for LQDH and 0.12% for XGDU.DE.
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