Compare · 3 funds side by side · dividends reinvested

FSIG, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

FSIG, LQD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

First Trust Limited Duration Investment Grade Corporate ETFBonds & Cash · Corporate0.44%4.88%+0.8%+1.7%+5.4%[…]−2.0%2.5%$1.5B2.0

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.82%−1.2%−0.9%+6.6%−0.7%−6.0%5.6%$31.9B2.4

Rank among the three1st → 3rdFee, 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: FSIG 2021 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Limited Duration Investment Grade Corporate ETF · $1.5B[…]

FSIG

LQD

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

$10,000 five years ago, dividends reinvested

FSIGMeasureLQD

+0.8%Year to dateJan 1 → Nov 5−1.2%

+1.7%1 yearTotal return−0.9%

+5.4%3 years · per year$10,000 became $11,718 · $12,126+6.6%

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

0.44%Expense ratio$44 · $14 a year on $10k · lower is better0.14%

4.88%Trailing 12-mo yield$488 · $482 a year on $10k4.82%

−2.0%Worst dropSmaller is better−6.0%

2.5%VolatilityLower is calmer5.6%

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

5–2FSIG wins

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

More Ways to See the Pairs

FSIG vs LQD: Top 5 Holdings

Today

FSIG

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FSIG vs LQD Returns, Every Period

First TrustFSIG

+1.7%

past year

LQDiShares

−0.9%

past year

FSIGLQDFaded: behind in that period

2–1FSIG wins

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

FSIG vs LQD

YTD

First TrustFSIG

+0.8%

LQDiShares

−1.2%

+0.8%Year to date−1.2%

−2.0%Worst drop · 1Y−6.0%

2.5%Volatility · 1Y5.6%

4.9%Yield4.8%

$1.5BAssets$31.9B

4–0FSIG wins

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

Cost, Income and Risk

Fees: FSIG, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LQD0.14%$14

FSIG0.44%$44

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

Yields: FSIG, LQD, SGOV

4.88%highest, FSIG

FundTrailing yieldYield$10k

FSIG4.88%$488

LQD4.82%$482

SGOV3.63%$363

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

Income After Fees on $10,000

$468most kept, LQD

LQD$482 − $14 = $468

FSIG$488 − $44 = $444

SGOV$363 − $9 = $354

KeptFee

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

Overlap: FSIG, LQD, SGOV

Today

[…]holdings […]

FSIGLQDSGOV

FSIG—[…][…]

LQD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

FSIGWorst drop−2.0%2.5% 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

FSIGSGOV

+0.8%Year to date+3.1%

4.9%Yield3.6%

+1.7%Past year+3.7%

0.44%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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