Compare · 2 funds side by side · dividends reinvested

IG and LQD

IGPrincipal×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,707IG · best of the two

02 / 04

IG and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Investment Grade Corporate Active ETFBonds & Cash · Corporate0.19%5.24%−1.0%−0.1%+6.4%−0.6%−4.7%5.0%$205M1.3

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.8

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: IG 2018 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Principal Investment Grade Corporate Active ETF · $205M$9,707

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B$9,603

$10,000 five years ago, dividends reinvested

IGMeasureLQD

−1.0%Year to dateJan 1 → Nov 4−1.4%

−0.1%1 yearTotal return−0.9%

+6.4%3 years · per year$10,000 became $12,039 · $12,091+6.5%

−0.6%5 years · per year$10,000 became $9,707 · $9,603−0.8%

0.19%Expense ratio$19 · $14 a year on $10k · lower is better0.14%

5.24%Trailing 12-mo yield$524 · $483 a year on $10k4.83%

−4.7%Worst dropSmaller is better−6.0%

5.0%VolatilityLower is calmer5.6%

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

6–2IG wins

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

More Ways to See the Pairs

IG vs LQD: Top 5 Holdings

Today

3.9%in top 5

LQD

in top 5[…]

IGStockLQD

3.9%GVMXXnot top 5

Held in common[…]

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

IG vs LQD Returns, Every Period

PrincipalIG

−0.6%

5 years, per year

LQDiShares

−0.8%

5 years, per year

IGLQDFaded: behind in that period

3–1IG wins

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

IG vs LQD

YTD

PrincipalIG

−1.0%

LQDiShares

−1.4%

−1.0%Year to date−1.4%

−4.7%Worst drop · 1Y−6.0%

5.0%Volatility · 1Y5.6%

5.2%Yield4.8%

$205MAssets$32.8B

4–0IG wins

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

Cost, Income and Risk

Fees: IG, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

IG0.19%$19

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

Yields: IG, LQD

5.24%highest, IG

FundTrailing yieldYield$10k

IG5.24%$524

LQD4.83%$483

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

Income After Fees on $10,000

$505most kept, IG

IG$524 − $19 = $505

LQD$483 − $14 = $469

KeptFee

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

Overlap: IG, LQD

Today

[…]holdings […]

IGLQD

IG—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

−0.1%IG, at 5.0% volatility

IGWorst drop−4.7%5.0% vol

LQDWorst drop−6.0%5.6% vol

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

Paid More vs Made More

YTD

IGLQD

−1.0%Year to date−1.4%

5.2%Yield4.8%

−0.1%Past year−0.9%

0.19%Fee0.14%

3–1IG wins

End-of-day Nov 4, 2026

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026