Compare · 2 funds side by side · dividends reinvested

HYIN and LQD

HYINWisdomTree×LQDiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,589LQD · best of the two

02 / 04

HYIN and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.87%−2.1%−1.9%+6.2%−0.8%−6.0%5.6%$32.8B1.1

WisdomTree Private Credit & Alternative Income FundBonds & Cash · Corporate0.50%15.07%−15.3%−14.4%+2.1%−3.3%−20.3%14.1%$45M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: HYIN 2021 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Private Credit & Alternative Income Fund · $45M$8,457

HYIN

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B$9,589

$10,000 five years ago, dividends reinvested

HYINMeasureLQD

−15.3%Year to dateJan 1 → Nov 3−2.1%

−14.4%1 yearTotal return−1.9%

+2.1%3 years · per year$10,000 became $10,657 · $11,964+6.2%

−3.3%5 years · per year$10,000 became $8,457 · $9,590−0.8%

0.50%Expense ratio$50 · $14 a year on $10k · lower is better0.14%

15.07%Trailing 12-mo yield$1,507 · $487 a year on $10k4.87%

−20.3%Worst dropSmaller is better−6.0%

14.1%VolatilityLower is calmer5.6%

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

1–7LQD wins

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

More Ways to See the Pairs

HYIN vs LQD: Top 5 Holdings

Today

HYIN

18.6%in top 5

LQD

in top 5[…]

HYINStockLQD

3.8%GOFnot top 5

3.8%GBDCnot top 5

3.7%PDInot top 5

3.7%EVVnot top 5

3.7%HYTnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

HYIN vs LQD Returns, Every Period

WisdomTreeHYIN

−3.3%

5 years, per year

LQDiShares

−0.8%

5 years, per year

HYINLQDFaded: behind in that period

0–4LQD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HYIN vs LQD

YTD

WisdomTreeHYIN

−15.3%

LQDiShares

−2.1%

−15.3%Year to date−2.1%

−20.3%Worst drop · 1Y−6.0%

14.1%Volatility · 1Y5.6%

15.1%Yield4.9%

$44.9MAssets$32.8B

3–1LQD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYIN, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

HYIN0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HYIN, LQD

15.07%highest, HYIN

FundTrailing yieldYield$10k

HYIN15.07%$1,507

LQD4.87%$487

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,457most kept, HYIN

HYIN$1,507 − $50 = $1,457

LQD$487 − $14 = $473

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HYIN, LQD

Today

[…]holdings […]

HYINLQD

HYIN—[…]

LQD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−1.9%LQD, at 5.6% volatility

LQDWorst drop−6.0%5.6% vol

HYINWorst drop−20.3%14.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HYINLQD

−15.3%Year to date−2.1%

15.1%Yield4.9%

−14.4%Past year−1.9%

0.50%Fee0.14%

3–1LQD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026