LQDI vs. SLV
LQDI (iShares Inflation Hedged Corporate Bond ETF) and SLV (iShares Silver Trust) are both exchange-traded funds - LQDI is a Inflation-Protected Bonds fund actively managed by iShares, while SLV is a Silver fund tracking the LBMA Silver Price. LQDI is actively managed, while SLV is passively managed. Over the past 5 years, LQDI returned 0.74%/yr vs 17.38%/yr for SLV. Their 0.23 correlation means their historical movements had little consistent relationship. LQDI charges 0.18%/yr vs 0.50%/yr for SLV.
Performance
LQDI vs. SLV - 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 SLV's -18.57% 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%
SLV
- 1D
- 0.19%
- 1M
- -4.65%
- 6M
- -27.58%
- YTD
- -18.57%
- 1Y
- 56.18%
- 3Y*
- 34.29%
- 5Y*
- 17.38%
- 10Y*
- 10.86%
- ALL TIME*
- 7.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $224.12K | $204.54K | $225.32K | |
| $713.72M | $758.23M | $1.25B |
LQDI vs. SLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LQDI iShares Inflation Hedged Corporate Bond ETF | -0.16% | 8.84% | 1.48% | 8.85% | -15.33% | 7.53% | 11.82% | 15.83% | -2.07% |
SLV iShares Silver Trust | -18.57% | 144.66% | 20.89% | -1.09% | 2.37% | -12.45% | 47.30% | 14.88% | -6.50% |
Correlation
The correlation between LQDI and SLV is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.23 |
The correlation between LQDI and SLV shifts across timeframes, from 0.16 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LQDI vs. SLV — Risk / Return Rank
LQDI
SLV
LQDI vs. SLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Inflation Hedged Corporate Bond ETF (LQDI) and iShares Silver Trust (SLV). 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 | SLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.21 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.08 | -0.30 |
| Martin ratioReturn relative to average drawdown | 2.02 | 2.05 | -0.03 |
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Drawdowns
LQDI vs. SLV - Drawdown Comparison
The maximum LQDI drawdown since its inception was -28.99%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for LQDI and SLV.
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Drawdown Indicators
| LQDI | SLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.99% | -76.28% | +47.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -52.28% | +49.40% |
Max Drawdown (3Y)Largest decline over 3 years | -5.08% | -52.28% | +47.20% |
Max Drawdown (5Y)Largest decline over 5 years | -20.67% | -52.28% | +31.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.28% | — |
Current DrawdownCurrent decline from peak | -2.24% | -50.32% | +48.08% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -44.68% | +39.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 27.49% | -26.38% |
Volatility
LQDI vs. SLV - Volatility Comparison
The current volatility for iShares Inflation Hedged Corporate Bond ETF (LQDI) is 1.27%, while iShares Silver Trust (SLV) has a volatility of 10.86%. This indicates that LQDI experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LQDI | SLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 10.86% | -9.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.38% | 44.32% | -40.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.88% | 61.47% | -56.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 36.98% | -28.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.75% | 32.23% | -21.48% |
LQDI vs. SLV - Expense Ratio Comparison
LQDI has a 0.18% expense ratio, which is lower than SLV's 0.50% expense ratio.
Dividends
LQDI vs. SLV - Dividend Comparison
LQDI's dividend yield for the trailing twelve months is around 4.67%, while SLV has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
SLV iShares Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LQDI and SLV have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLV has higher volatility (10.86%) compared to LQDI (1.27%). In terms of maximum drawdown, LQDI dropped -28.99% vs SLV's -76.28%.
On 5-year performance, SLV leads with 17.38% vs 0.74% for LQDI. 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 5-year period, SLV has performed better with a 17.38% return vs 0.74%. 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 0.50% for SLV.
LQDI has the higher dividend yield at 4.67%, compared with 0.00% for SLV.
LQDI is categorized as Inflation-Protected Bonds, while SLV is Silver. Their fees differ too: 0.18% for LQDI and 0.50% for SLV.
SLV currently has the higher Sharpe Ratio (0.92 vs 0.46), 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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