LLDR vs ZHOG
Global X Long-Term Treasury Ladder ETF vs F/m Opportunistic Income ETF
Which is better, LLDR or ZHOG?
ZHOG has been ahead.
LLDR has a lower expense ratio. ZHOG led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LLDR | ZHOG |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.43% |
| AUM | $37M | $46M |
| Dividend Yield | 5.05% | 5.57% |
| Holdings | 202 | 63 |
| YTD Return | -5.85% | -0.33%Best |
| 1Y Return | -7.76% | +0.89%Best |
| 3Y Return (annualized) | - | +6.86% |
| Volatility (annualized) | 9.3% | 3.0%Best |
| Max Drawdown | -13.2% | -2.3%Best |
| $10,000 over 2.1 years | $8,872 | $10,500Best |
| Fund Family | Global X by mirae Asset | F-m investments |
| Category | Fixed Income | Fixed Income |
| Style | Long Term Government Bond | Long Term Government Bond |
| Inception | Sep 9, 2024 | Sep 6, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 10, 2024 to Oct 14, 2026 (2.1 years).
LLDR vs ZHOG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.
LLDR vs ZHOG Performance
Global X Long-Term Treasury Ladder ETF (LLDR) is an ETF from Global X by mirae Asset and F/m Opportunistic Income ETF (ZHOG) is an ETF from F-m investments. Over the past year LLDR returned -7.76% while ZHOG returned +0.89%. Year to date, LLDR is down 5.85% versus a loss of 0.33% for ZHOG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LLDR has been the more volatile fund, with annualized monthly volatility of 9.3% compared with 3.0% for ZHOG. 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 -13.2% for LLDR and -2.3% for ZHOG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LLDR charges 0.12% per year while ZHOG charges 0.43%. On a $10,000 position that is $12 vs $43 annually, a gap of $31 per year that compounds over a long holding period. On income, LLDR currently yields 5.05% against 5.57% for ZHOG.
You are not choosing between two funds in isolation.
Whichever of LLDR and ZHOG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LLDR or ZHOG?
LLDR has an expense ratio of 0.12% while ZHOG charges 0.43%. LLDR is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, LLDR or ZHOG?
Over the past year LLDR returned -7.76% vs +0.89% for ZHOG, so ZHOG leads on 1-year performance. Over the longest common window we track (2 years), LLDR annualized -5.54% vs +2.35% for ZHOG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LLDR or ZHOG?
LLDR has been the more volatile fund at 9.3% annualized versus 3.0% for ZHOG. Worst drawdown: LLDR -13.2% vs ZHOG -2.3%.
Should I hold both LLDR and ZHOG?
LLDR and ZHOG have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LLDR or ZHOG?
LLDR yields 5.05% while ZHOG yields 5.57%, so ZHOG currently pays the higher dividend yield.
Is ZHOG better than LLDR?
LLDR has a lower expense ratio. ZHOG led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.