LQDI vs. IBIT
LQDI (iShares Inflation Hedged Corporate Bond ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - LQDI is a Inflation-Protected Bonds fund actively managed by iShares, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. LQDI is actively managed, while IBIT is passively managed. Over the past year, LQDI returned 2.23% vs -43.69% for IBIT. Their 0.16 correlation means their historical movements had little consistent relationship. LQDI charges 0.18%/yr vs 0.25%/yr for IBIT.
Performance
LQDI vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, LQDI achieves a -0.16% return, which is significantly higher than IBIT's -27.17% return.
LQDI
- 1D
- 0.04%
- 1M
- -1.50%
- 6M
- -0.46%
- YTD
- -0.16%
- 1Y
- 2.23%
- 3Y*
- 4.99%
- 5Y*
- 0.74%
- 10Y*
- —
- ALL TIME*
- 4.05%
IBIT
- 1D
- 1.46%
- 1M
- 3.70%
- 6M
- -18.23%
- YTD
- -27.17%
- 1Y
- -43.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.33B | $1.34B | $1.65B | |
| $224.12K | $204.54K | $225.32K |
LQDI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LQDI iShares Inflation Hedged Corporate Bond ETF | -0.16% | 8.84% | 2.37% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between LQDI and IBIT is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.16 |
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Return for Risk
LQDI vs. IBIT — Risk / Return Rank
LQDI
IBIT
LQDI vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Inflation Hedged Corporate Bond ETF (LQDI) and iShares Bitcoin Trust ETF (IBIT). 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.
| LQDI | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.84 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.78 | -0.82 | +1.60 |
| Martin ratioReturn relative to average drawdown | 2.02 | -1.26 | +3.27 |
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Drawdowns
LQDI vs. IBIT - Drawdown Comparison
The maximum LQDI drawdown since its inception was -28.99%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for LQDI and IBIT.
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Drawdown Indicators
| LQDI | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.99% | -53.30% | +24.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -53.30% | +50.42% |
Max Drawdown (3Y)Largest decline over 3 years | -5.08% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.67% | — | — |
Current DrawdownCurrent decline from peak | -2.24% | -49.28% | +47.04% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -18.29% | +13.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 34.80% | -33.69% |
Volatility
LQDI vs. IBIT - Volatility Comparison
The current volatility for iShares Inflation Hedged Corporate Bond ETF (LQDI) is 1.27%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that LQDI experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LQDI | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 8.98% | -7.71% |
Volatility (6M)Calculated over the trailing 6-month period | 3.38% | 33.79% | -30.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.88% | 44.48% | -39.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 49.57% | -41.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.75% | 49.57% | -38.82% |
LQDI vs. IBIT - Expense Ratio Comparison
LQDI has a 0.18% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LQDI vs. IBIT - Dividend Comparison
LQDI's dividend yield for the trailing twelve months is around 4.67%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LQDI iShares Inflation Hedged Corporate Bond ETF | 4.67% | 4.46% | 4.65% | 3.98% | 3.27% | 2.42% | 2.34% | 3.26% | 2.53% |
Frequently Asked Questions
LQDI and IBIT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.98%) compared to LQDI (1.27%). In terms of maximum drawdown, LQDI dropped -28.99% vs IBIT's -53.30%.
On 1-year performance, LQDI leads with 2.23% vs -43.69% for IBIT. On fees, LQDI is cheaper at 0.18% per year. On volatility, LQDI has been the lower-risk option at 1.27%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LQDI has performed better with a 2.23% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LQDI is cheaper with a 0.18% expense ratio, compared with 0.25% for IBIT.
LQDI has the higher dividend yield at 4.67%, compared with 0.00% for IBIT.
LQDI is categorized as Inflation-Protected Bonds, while IBIT is Cryptocurrency. Their fees differ too: 0.18% for LQDI and 0.25% for IBIT.
LQDI currently has the higher Sharpe Ratio (0.46 vs -0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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