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LQDW vs. VTC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LQDW vs. VTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) and Vanguard Total Corporate Bond ETF (VTC). The values are adjusted to include any dividend payments, if applicable.

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LQDW vs. VTC - Yearly Performance Comparison


2026 (YTD)2025202420232022
LQDW
iShares Investment Grade Corporate Bond Buywrite Strategy ETF
0.01%9.05%2.60%3.99%-6.78%
VTC
Vanguard Total Corporate Bond ETF
-0.26%7.58%2.15%8.58%-2.89%

Returns By Period

In the year-to-date period, LQDW achieves a 0.01% return, which is significantly higher than VTC's -0.26% return.


LQDW

1D
0.71%
1M
-1.57%
YTD
0.01%
6M
1.60%
1Y
6.15%
3Y*
3.59%
5Y*
10Y*

VTC

1D
0.55%
1M
-1.83%
YTD
-0.26%
6M
0.39%
1Y
4.99%
3Y*
4.65%
5Y*
0.63%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LQDW vs. VTC - Expense Ratio Comparison

LQDW has a 0.34% expense ratio, which is higher than VTC's 0.04% expense ratio.


Return for Risk

LQDW vs. VTC — Risk / Return Rank

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

LQDW
LQDW Risk / Return Rank: 7979
Overall Rank
LQDW Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
LQDW Sortino Ratio Rank: 7777
Sortino Ratio Rank
LQDW Omega Ratio Rank: 8383
Omega Ratio Rank
LQDW Calmar Ratio Rank: 7878
Calmar Ratio Rank
LQDW Martin Ratio Rank: 8080
Martin Ratio Rank

VTC
VTC Risk / Return Rank: 5757
Overall Rank
VTC Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VTC Sortino Ratio Rank: 5151
Sortino Ratio Rank
VTC Omega Ratio Rank: 4949
Omega Ratio Rank
VTC Calmar Ratio Rank: 7373
Calmar Ratio Rank
VTC Martin Ratio Rank: 5858
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.

LQDW vs. VTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) and Vanguard Total Corporate Bond ETF (VTC). 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.


LQDWVTCDifference

Sharpe ratio

Return per unit of total volatility

1.39

0.92

+0.47

Sortino ratio

Return per unit of downside risk

1.89

1.28

+0.61

Omega ratio

Gain probability vs. loss probability

1.32

1.18

+0.14

Calmar ratio

Return relative to maximum drawdown

2.01

1.79

+0.22

Martin ratio

Return relative to average drawdown

8.36

5.39

+2.97

LQDW vs. VTC - Sharpe Ratio Comparison

The current LQDW Sharpe Ratio is 1.39, which is higher than the VTC Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of LQDW and VTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LQDWVTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

0.92

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.31

+0.10

Correlation

The correlation between LQDW and VTC is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

LQDW vs. VTC - Dividend Comparison

LQDW's dividend yield for the trailing twelve months is around 14.97%, more than VTC's 4.86% yield.


TTM202520242023202220212020201920182017
LQDW
iShares Investment Grade Corporate Bond Buywrite Strategy ETF
14.97%16.02%15.74%19.28%8.85%0.00%0.00%0.00%0.00%0.00%
VTC
Vanguard Total Corporate Bond ETF
4.86%4.76%4.50%3.80%3.13%2.36%2.69%3.34%3.53%0.55%

Drawdowns

LQDW vs. VTC - Drawdown Comparison

The maximum LQDW drawdown since its inception was -9.20%, smaller than the maximum VTC drawdown of -22.05%. Use the drawdown chart below to compare losses from any high point for LQDW and VTC.


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Drawdown Indicators


LQDWVTCDifference

Max Drawdown

Largest peak-to-trough decline

-9.20%

-22.05%

+12.85%

Max Drawdown (1Y)

Largest decline over 1 year

-3.14%

-2.89%

-0.25%

Max Drawdown (5Y)

Largest decline over 5 years

-22.05%

Current Drawdown

Current decline from peak

-1.57%

-1.83%

+0.26%

Average Drawdown

Average peak-to-trough decline

-2.42%

-5.94%

+3.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.75%

0.96%

-0.21%

Volatility

LQDW vs. VTC - Volatility Comparison

iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) and Vanguard Total Corporate Bond ETF (VTC) have volatilities of 2.27% and 2.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQDWVTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.27%

2.19%

+0.08%

Volatility (6M)

Calculated over the trailing 6-month period

2.79%

3.02%

-0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

4.44%

5.44%

-1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.55%

7.08%

-1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.55%

7.74%

-2.19%