XGDU.DE vs. LQDH
XGDU.DE (Xtrackers IE Physical Gold ETC Securities) and LQDH (iShares Interest Rate Hedged Corporate Bond ETF) are both exchange-traded funds - XGDU.DE is a Precious Metals fund tracking the Gold, while LQDH is a Corporate Bonds fund actively managed by iShares. XGDU.DE is passively managed, while LQDH is actively managed. Over the past 5 years, XGDU.DE returned 19.58%/yr vs 6.26%/yr for LQDH. At a 0.03 correlation, their price movements are largely independent. XGDU.DE charges 0.12%/yr vs 0.25%/yr for LQDH.
Performance
XGDU.DE vs. LQDH - Performance Comparison
Loading charts...
Different Trading Currencies
XGDU.DE is traded in EUR, while LQDH is traded in USD. To make them comparable, the LQDH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XGDU.DE achieves a 2.16% return, which is significantly lower than LQDH's 3.48% return.
XGDU.DE
- 1D
- -1.23%
- 1M
- -2.15%
- YTD
- 2.16%
- 6M
- 5.79%
- 1Y
- 29.40%
- 3Y*
- 27.75%
- 5Y*
- 19.58%
- 10Y*
- —
LQDH
- 1D
- -0.14%
- 1M
- 1.76%
- YTD
- 3.48%
- 6M
- 3.28%
- 1Y
- 5.74%
- 3Y*
- 5.18%
- 5Y*
- 6.26%
- 10Y*
- 4.41%
XGDU.DE vs. LQDH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XGDU.DE Xtrackers IE Physical Gold ETC Securities | 2.16% | 49.11% | 34.18% | 9.42% | 7.01% | 3.80% | -2.93% |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | 3.48% | -5.70% | 14.53% | 7.81% | 4.20% | 9.46% | -0.85% |
Correlation
The correlation between XGDU.DE and LQDH is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2020 | 0.03 |
The correlation between XGDU.DE and LQDH shifts across timeframes, from -0.06 (1 year) to 0.06 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XGDU.DE vs. LQDH — Risk / Return Rank
XGDU.DE
LQDH
XGDU.DE vs. LQDH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers IE Physical Gold ETC Securities (XGDU.DE) 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.
| XGDU.DE | LQDH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.68 | +0.11 |
| Martin ratioReturn relative to average drawdown | 4.58 | 4.30 | +0.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XGDU.DE | LQDH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.90 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.78 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.52 | +0.47 |
Drawdowns
XGDU.DE vs. LQDH - Drawdown Comparison
The maximum XGDU.DE drawdown since its inception was -18.74%, smaller than the maximum LQDH drawdown of -23.50%. Use the drawdown chart below to compare losses from any high point for XGDU.DE and LQDH.
Loading charts...
Drawdown Indicators
| XGDU.DE | LQDH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.74% | -23.50% | +4.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.57% | -3.43% | -13.14% |
Max Drawdown (3Y)Largest decline over 3 years | -16.57% | -12.59% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -16.57% | -12.59% | -3.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.50% | — |
Current DrawdownCurrent decline from peak | -15.48% | -3.94% | -11.54% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -4.79% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 1.34% | +5.14% |
Volatility
XGDU.DE vs. LQDH - Volatility Comparison
Xtrackers IE Physical Gold ETC Securities (XGDU.DE) has a higher volatility of 5.51% compared to iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at 1.04%. This indicates that XGDU.DE'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.
Loading charts...
Volatility by Period
| XGDU.DE | LQDH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 1.04% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 20.20% | 4.32% | +15.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 6.42% | +16.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 8.07% | +7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 9.17% | +6.61% |
XGDU.DE vs. LQDH - Expense Ratio Comparison
XGDU.DE has a 0.12% expense ratio, which is lower than LQDH'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
XGDU.DE vs. LQDH - Dividend Comparison
XGDU.DE has not paid dividends to shareholders, while LQDH's dividend yield for the trailing twelve months is around 5.95%.
| 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% |
XGDU.DE Xtrackers IE Physical Gold ETC Securities | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGDU.DE and LQDH have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGDU.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGDU.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for LQDH.
XGDU.DE is categorized as Precious Metals, while LQDH is Corporate Bonds. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XGDU.DE and 0.25% for LQDH.
Find the right allocation for XGDU.DE and LQDH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer