MBBB vs. LQDH
MBBB (VanEck Moody's Analytics BBB Corporate Bond ETF) and LQDH (iShares Interest Rate Hedged Corporate Bond ETF) are both Corporate Bonds funds. MBBB is passively managed, while LQDH is actively managed. Over the past 5 years, MBBB returned 1.11%/yr vs 5.28%/yr for LQDH. At a 0.42 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
MBBB vs. LQDH - Performance Comparison
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Returns By Period
In the year-to-date period, MBBB achieves a 0.43% return, which is significantly lower than LQDH's 2.31% return.
MBBB
- 1D
- -0.23%
- 1M
- 0.71%
- YTD
- 0.43%
- 6M
- 0.32%
- 1Y
- 5.40%
- 3Y*
- 6.05%
- 5Y*
- 1.11%
- 10Y*
- —
LQDH
- 1D
- -0.09%
- 1M
- 1.29%
- YTD
- 2.31%
- 6M
- 3.11%
- 1Y
- 7.62%
- 3Y*
- 8.08%
- 5Y*
- 5.28%
- 10Y*
- 4.64%
MBBB vs. LQDH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MBBB VanEck Moody's Analytics BBB Corporate Bond ETF | 0.43% | 7.64% | 3.68% | 9.75% | -15.04% | 0.30% | 1.51% |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 2.31% | 7.00% | 7.43% | 11.14% | -1.88% | 1.84% | 0.89% |
Correlation
The correlation between MBBB and LQDH is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2020 | 0.42 |
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Return for Risk
MBBB vs. LQDH — Risk / Return Rank
MBBB
LQDH
MBBB vs. LQDH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) and iShares Interest Rate Hedged Corporate Bond ETF (LQDH). 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.
| MBBB | LQDH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.57 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 3.26 | -1.44 |
| Martin ratioReturn relative to average drawdown | 5.86 | 13.85 | -7.99 |
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
| MBBB | LQDH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.83 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 1.20 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.58 | -0.40 |
Drawdowns
MBBB vs. LQDH - Drawdown Comparison
The maximum MBBB drawdown since its inception was -21.73%, smaller than the maximum LQDH drawdown of -24.63%. Use the drawdown chart below to compare losses from any high point for MBBB and LQDH.
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Drawdown Indicators
| MBBB | LQDH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.73% | -24.63% | +2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -2.34% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | -4.86% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.73% | -7.08% | -14.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.63% | — |
Current DrawdownCurrent decline from peak | -0.97% | -0.09% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -1.68% | -5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.55% | +0.37% |
Volatility
MBBB vs. LQDH - Volatility Comparison
VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) has a higher volatility of 1.52% compared to iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at 0.50%. This indicates that MBBB's price experiences larger fluctuations and is considered to be riskier than LQDH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBBB | LQDH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 0.50% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.15% | 2.03% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | 2.70% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 4.41% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.23% | 6.44% | -0.21% |
MBBB vs. LQDH - Expense Ratio Comparison
Both MBBB and LQDH have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
MBBB vs. LQDH - Dividend Comparison
MBBB's dividend yield for the trailing twelve months is around 5.08%, less than LQDH's 5.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 5.95% | 6.06% | 7.57% | 7.69% | 3.73% | 1.65% | 2.22% | 3.09% | 5.08% | 2.37% | 2.33% | 2.98% |
MBBB VanEck Moody's Analytics BBB Corporate Bond ETF | 5.08% | 4.99% | 4.93% | 4.51% | 3.22% | 2.29% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MBBB and LQDH have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MBBB has higher volatility (1.52%) compared to LQDH (0.50%). In terms of maximum drawdown, MBBB dropped -21.73% vs LQDH's -24.63%.
On 5-year performance, LQDH leads with 5.28% vs 1.11% for MBBB. Both ETFs have the same 0.25% expense ratio. On volatility, LQDH has been the lower-risk option at 0.50%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, LQDH has performed better with a 5.28% return vs 1.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MBBB and LQDH have the same expense ratio: 0.25% per year.
LQDH has the higher dividend yield at 5.95%, compared with 5.08% for MBBB.
They also come from different issuers: VanEck and iShares.
LQDH currently has the higher Sharpe Ratio (2.83 vs 1.31), 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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