LQDI
iShares Inflation Hedged Corporate Bond ETFLQDI Fund Description
LQDI is an actively managed fund that holds an investment-grade corporate bond ETF while using swaps to hedge inflation risk.
LQDI Factset Analytics Insight
LQDI combines a long position in popular corporate bond ETF LQD with an overlay of inflation swaps. By entering these swaps, the fund agrees to give up a portion of the fixed payments it receives from LQD’s bond portfolio in exchange for floating payments tied to the inflation rate. Because inflation is already priced into the market for corporate bonds, the fund effectively hedges inflation expectations, rather than the inflation rate itself—even if inflation rises, LQDI will underperform LQD if the rise is less than expected. The fund will outperform (before costs) when inflation exceeds expectations. LQDI should appeal to investors who want the inflation protection of TIPS with the higher risk and return of corporate bonds.
LQDI CHARTS AND PERFORMANCE
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1 Month
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3 Months
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YTD
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1 Year
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3 Years
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5 Years
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1 Month
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3 Months
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1 Year
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3 Years
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5 Years
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LQDI Top 10 Holdings
LQDI Summary Data
LQDI Portfolio Data
LQDI Index Data
LQDI Portfolio Management
LQDI Tax Exposures
LQDI Fund Structure
LQDI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LQDI. LQDI is rated a 4 out of 5.
LQDI Tradability
LQDI Performance Statistics
LQDI HOLDINGS STATISTICS
LQDI AVG LIFE MATURITY DISTRIBUTION
LQDI OAS BREAKDOWN
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