Compare · 3 funds side by side · dividends reinvested

IBDW, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

IBDW, 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%$117B1.5

iShares iBonds Dec 2031 Term Corporate ETFBonds & Cash · Corporate0.10%4.88%−0.1%+1.1%+7.1%+0.4%−3.4%3.5%$2.7B1.8

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.7%+6.1%−0.8%−6.0%5.6%$33.0B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IBDW 2021 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2031 Term Corporate ETF · $2.7B$10,186

IBDW

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0B$9,625

$10,000 five years ago, dividends reinvested

IBDWMeasureLQD

−0.1%Year to dateJan 1 → Nov 6−1.4%

+1.1%1 yearTotal return−0.7%

+7.1%3 years · per year$10,000 became $12,296 · $11,939+6.1%

+0.4%5 years · per year$10,000 became $10,186 · $9,625−0.8%

0.10%Expense ratio$10 · $14 a year on $10k · lower is better0.14%

4.88%Trailing 12-mo yield$488 · $483 a year on $10k4.83%

−3.4%Worst dropSmaller is better−6.0%

3.5%VolatilityLower is calmer5.6%

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

8–0IBDW wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBDW vs LQD: Top 5 Holdings

Today

IBDW

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IBDW vs LQD Returns, Every Period

iSharesIBDW

+0.4%

5 years, per year

LQDiShares

−0.8%

5 years, per year

IBDWLQDFaded: behind in that period

4–0IBDW wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IBDW vs LQD

YTD

iSharesIBDW

−0.1%

LQDiShares

−1.4%

−0.1%Year to date−1.4%

−3.4%Worst drop · 1Y−6.0%

3.5%Volatility · 1Y5.6%

4.9%Yield4.8%

$2.7BAssets$33.0B

4–0IBDW wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBDW, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBDW0.10%$10

LQD0.14%$14

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IBDW, LQD, SGOV

4.88%highest, IBDW

FundTrailing yieldYield$10k

IBDW4.88%$488

LQD4.83%$483

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, IBDW

IBDW$488 − $10 = $478

LQD$483 − $14 = $469

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IBDW, LQD, SGOV

Today

[…]holdings […]

IBDWLQDSGOV

IBDW—[…][…]

LQD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 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

IBDWWorst drop−3.4%3.5% vol

LQDWorst drop−6.0%5.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IBDWSGOV

−0.1%Year to date+3.2%

4.9%Yield3.6%

+1.1%Past year+3.8%

0.10%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 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$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026