Compare · 3 funds side by side · dividends reinvested

FTCB, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

FTCB, 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.4

First Trust Core Investment Grade ETFBonds & Cash · Corporate0.56%5.47%−0.6%−0.1%[…][…]−5.6%4.4%$2.8B2.0

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.82%−1.2%−1.1%+5.7%−0.7%−6.0%5.6%$33.0B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FTCB 2023 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Core Investment Grade ETF · $2.8B[…]

FTCB

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0B$9,655

$10,000 five years ago, dividends reinvested

FTCBMeasureLQD

−0.6%Year to dateJan 1 → Nov 9−1.2%

−0.1%1 yearTotal return−1.1%

[…]3 years · per year$10,000 became […] · $11,815+5.7%

[…]5 years · per year$10,000 became […] · $9,655−0.7%

0.56%Expense ratio$56 · $14 a year on $10k · lower is better0.14%

5.47%Trailing 12-mo yield$547 · $482 a year on $10k4.82%

−5.6%Worst dropSmaller is better−6.0%

4.4%VolatilityLower is calmer5.6%

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

5–1FTCB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTCB vs LQD: Top 5 Holdings

Today

FTCB

0.0%in top 5

LQD

in top 5[…]

FTCBStockLQD

0.0%CAAAnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FTCB vs LQD Returns, Every Period

First TrustFTCB

−0.1%

past year

LQDiShares

−1.1%

past year

FTCBLQDFaded: behind in that period

2–0FTCB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FTCB vs LQD

YTD

First TrustFTCB

−0.6%

LQDiShares

−1.2%

−0.6%Year to date−1.2%

−5.6%Worst drop · 1Y−6.0%

4.4%Volatility · 1Y5.6%

5.5%Yield4.8%

$2.8BAssets$33.0B

4–0FTCB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTCB, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LQD0.14%$14

FTCB0.56%$56

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FTCB, LQD, SGOV

5.47%highest, FTCB

FundTrailing yieldYield$10k

FTCB5.47%$547

LQD4.82%$482

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$491most kept, FTCB

FTCB$547 − $56 = $491

LQD$482 − $14 = $468

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FTCB, LQD, SGOV

Today

[…]holdings […]

FTCBLQDSGOV

FTCB—[…][…]

LQD[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

FTCBWorst drop−5.6%4.4% vol

LQDWorst drop−6.0%5.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FTCBSGOV

−0.6%Year to date+3.2%

5.5%Yield3.6%

−0.1%Past year+3.8%

0.56%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026