MSD vs. LQDW
Compare and contrast key facts about Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) and iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW).
LQDW is a passively managed fund by iShares that tracks the performance of the CBOE LQD BuyWrite Index. It was launched on Aug 18, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSD or LQDW.
Correlation
The correlation between MSD and LQDW is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MSD vs. LQDW - Performance Comparison
Key characteristics
MSD:
2.53
LQDW:
1.10
MSD:
3.73
LQDW:
1.51
MSD:
1.48
LQDW:
1.22
MSD:
3.08
LQDW:
0.94
MSD:
13.98
LQDW:
3.05
MSD:
2.07%
LQDW:
1.60%
MSD:
11.48%
LQDW:
4.42%
MSD:
-52.67%
LQDW:
-9.20%
MSD:
-0.25%
LQDW:
-1.17%
Returns By Period
In the year-to-date period, MSD achieves a 5.45% return, which is significantly higher than LQDW's 1.69% return.
MSD
5.45%
2.53%
12.84%
29.32%
4.05%
6.07%
LQDW
1.69%
0.93%
-0.03%
4.61%
N/A
N/A
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Risk-Adjusted Performance
MSD vs. LQDW — Risk-Adjusted Performance Rank
MSD
LQDW
MSD vs. LQDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) and iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW). 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.
Dividends
MSD vs. LQDW - Dividend Comparison
MSD's dividend yield for the trailing twelve months is around 11.27%, less than LQDW's 15.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. | 11.27% | 11.88% | 10.92% | 7.34% | 4.99% | 4.68% | 5.37% | 6.56% | 5.81% | 6.87% | 7.04% | 6.27% |
LQDW iShares Investment Grade Corporate Bond Buywrite Strategy ETF | 15.82% | 15.74% | 19.28% | 8.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MSD vs. LQDW - Drawdown Comparison
The maximum MSD drawdown since its inception was -52.67%, which is greater than LQDW's maximum drawdown of -9.20%. Use the drawdown chart below to compare losses from any high point for MSD and LQDW. For additional features, visit the drawdowns tool.
Volatility
MSD vs. LQDW - Volatility Comparison
Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) has a higher volatility of 3.04% compared to iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) at 0.48%. This indicates that MSD's price experiences larger fluctuations and is considered to be riskier than LQDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.