LQDH vs VOO
LQDH vs VOO
iShares Interest Rate Hedged Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LQDH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $526M | $979.0B | |
| Dividend Yield | 5.96% | 1.09% | |
| Holdings | 185 | 509 | |
| YTD Return | +1.86% | +13.11% | |
| 1Y Return | +5.26% | +22.88% | |
| 3Y Return (annualized) | +7.02% | +21.08% | |
| 5Y Return (annualized) | +5.18% | +13.26% | |
| Volatility (annualized) | 5.3% | 14.1% | |
| Max Drawdown | -28.2% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 27, 2014 | Sep 7, 2010 |
LQDH vs VOO Performance
iShares Interest Rate Hedged Corporate Bond ETF (LQDH) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LQDH returned +5.26% while VOO returned +22.88%. Year to date, LQDH is up 1.86% versus a gain of 13.11% for VOO.
Over three years, LQDH compounded at +7.02% per year against +21.08% for VOO; over five years the annualized figures are +5.18% and +13.26% respectively. Across the full 12-year window we track, VOO has the edge at +13.54% annualized vs +1.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.3% for LQDH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -28.2% for LQDH and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LQDH charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, LQDH currently yields 5.96% against 1.09% for VOO.
Holdings Overlap
LQDH and VOO share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LQDH or VOO?
LQDH has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, LQDH or VOO?
Over the past year LQDH returned +5.26% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), LQDH annualized +1.77% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, LQDH or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.3% for LQDH. Worst drawdown: LQDH -28.2% vs VOO -34.3%.
Should I hold both LQDH and VOO?
LQDH and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LQDH and VOO?
LQDH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, LQDH or VOO?
LQDH yields 5.96% while VOO yields 1.09%, so LQDH currently pays the higher dividend yield.
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