Compare · 2 funds side by side · dividends reinvested

BBBI and LQD

BBBIBondBloxx×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,632LQD · best of the two

02 / 04

BBBI and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BondBloxx BBB Rated 5-10 Year Corporate Bond ETFBonds & Cash · Corporate0.19%5.04%−0.8%+0.2%[…][…]−4.9%4.4%$125M1.2

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.82%−1.2%−0.9%+6.6%−0.7%−6.0%5.6%$31.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBBI 2024 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx BBB Rated 5-10 Year Corporate Bond ETF · $125M[…]

BBBI

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B$9,632

$10,000 five years ago, dividends reinvested

BBBIMeasureLQD

−0.8%Year to dateJan 1 → Nov 5−1.2%

+0.2%1 yearTotal return−0.9%

[…]3 years · per year$10,000 became […] · $12,126+6.6%

[…]5 years · per year$10,000 became […] · $9,632−0.7%

0.19%Expense ratio$19 · $14 a year on $10k · lower is better0.14%

5.04%Trailing 12-mo yield$504 · $482 a year on $10k4.82%

−4.9%Worst dropSmaller is better−6.0%

4.4%VolatilityLower is calmer5.6%

BBBILQD Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1BBBI wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBBI vs LQD: Top 5 Holdings

Today

BBBI

1.6%in top 5

LQD

in top 5[…]

BBBIStockLQD

0.6%USDnot top 5

0.3%T34Dnot top 5

0.2%T35Anot top 5

0.2%TEF/36not top 5

0.2%ALLY-B31not top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BBBI vs LQD Returns, Every Period

BondBloxxBBBI

+0.2%

past year

LQDiShares

−0.9%

past year

BBBILQDFaded: behind in that period

2–0BBBI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BBBI vs LQD

YTD

BondBloxxBBBI

−0.8%

LQDiShares

−1.2%

−0.8%Year to date−1.2%

−4.9%Worst drop · 1Y−6.0%

4.4%Volatility · 1Y5.6%

5.0%Yield4.8%

$125MAssets$31.9B

4–0BBBI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBBI, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

BBBI0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBBI, LQD

5.04%highest, BBBI

FundTrailing yieldYield$10k

BBBI5.04%$504

LQD4.82%$482

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$485most kept, BBBI

BBBI$504 − $19 = $485

LQD$482 − $14 = $468

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBBI, LQD

Today

[…]holdings […]

BBBILQD

BBBI—[…]

LQD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.2%BBBI, at 4.4% volatility

BBBIWorst drop−4.9%4.4% vol

LQDWorst drop−6.0%5.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBBILQD

−0.8%Year to date−1.2%

5.0%Yield4.8%

+0.2%Past year−0.9%

0.19%Fee0.14%

3–1BBBI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026