Compare · 2 funds side by side · dividends reinvested

HXA and LQD

HXAMast Investments×LQDiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,603LQD · best of the two

02 / 03

HXA and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$31.9B1.0

Mast HedgeIndex Corporate Arbitrage ETFBonds & Cash · Corporate0.99%0.00%[…][…][…][…][…][…]$51M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: HXA 2026 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Mast HedgeIndex Corporate Arbitrage ETF · $51M[…]

HXA

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B$9,603

$10,000 five years ago, dividends reinvested

HXAMeasureLQD

[…]Year to dateJan 1 → Nov 4−1.4%

[…]1 yearTotal return−0.9%

[…]3 years · per year$10,000 became […] · $12,091+6.5%

[…]5 years · per year$10,000 became […] · $9,603−0.8%

0.99%Expense ratio$99 · $14 a year on $10k · lower is better0.14%

0.00%Trailing 12-mo yield$0 · $483 a year on $10k4.83%

[…]Worst dropSmaller is better−6.0%

[…]VolatilityLower is calmer5.6%

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

0–2LQD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HXA vs LQD: Top 5 Holdings

Today

HXA

57.7%in top 5

LQD

in top 5[…]

HXAStockLQD

15.2%ZIMnot top 5

10.7%BMBLnot top 5

10.7%SLNnot top 5

10.6%HZOnot top 5

10.6%VREXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HXA vs LQD Returns, Every Period

Mast InvestmentsHXA

[…]

past year

LQDiShares

−0.9%

past year

Returns […]

HXALQDFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HXA vs LQD

YTD

Mast InvestmentsHXA

[…]

LQDiShares

−1.4%

[…]Year to date−1.4%

[…]Worst drop · 1Y−6.0%

[…]Volatility · 1Y5.6%

0.0%Yield4.8%

$51.3MAssets$31.9B

1–0LQD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HXA, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

HXA0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HXA, LQD

4.83%highest, LQD

FundTrailing yieldYield$10k

LQD4.83%$483

HXA0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

HXA$0 − $99 = −$99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HXA, LQD

Today

[…]holdings […]

HXALQD

HXA—[…]

LQD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.9%LQD, at 5.6% volatility

LQDWorst drop−6.0%5.6% vol

HXAWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026