Compare · 2 funds side by side · dividends reinvested

IGBH and LQD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,859IGBH · best of the two

02 / 04

IGBH and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Interest Rate Hedged Long-Term Corporate Bond ETFBonds & Cash · Corporate0.39%5.85%+3.0%+4.6%+7.5%+5.2%−4.3%3.9%$266M1.1

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.87%−2.1%−1.9%+6.2%−0.8%−6.0%5.6%$32.8B1.9

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: IGBH 2015 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

iShares Interest Rate Hedged Long-Term Corporate Bond ETF · $266M$12,859

IGBH

LQD

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

$10,000 five years ago, dividends reinvested

IGBHMeasureLQD

+3.0%Year to dateJan 1 → Nov 3−2.1%

+4.6%1 yearTotal return−1.9%

+7.5%3 years · per year$10,000 became $12,412 · $11,964+6.2%

+5.2%5 years · per year$10,000 became $12,859 · $9,590−0.8%

0.39%Expense ratio$39 · $14 a year on $10k · lower is better0.14%

5.85%Trailing 12-mo yield$585 · $487 a year on $10k4.87%

−4.3%Worst dropSmaller is better−6.0%

3.9%VolatilityLower is calmer5.6%

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

7–1IGBH wins

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

More Ways to See the Pairs

IGBH vs LQD: Top 5 Holdings

Today

IGBH

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IGBH vs LQD Returns, Every Period

iSharesIGBH

+5.2%

5 years, per year

LQDiShares

−0.8%

5 years, per year

IGBHLQDFaded: behind in that period

4–0IGBH wins

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

IGBH vs LQD

YTD

iSharesIGBH

+3.0%

LQDiShares

−2.1%

+3.0%Year to date−2.1%

−4.3%Worst drop · 1Y−6.0%

3.9%Volatility · 1Y5.6%

5.8%Yield4.9%

$266MAssets$32.8B

4–0IGBH wins

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

Cost, Income and Risk

Fees: IGBH, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

IGBH0.39%$39

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

Yields: IGBH, LQD

5.85%highest, IGBH

FundTrailing yieldYield$10k

IGBH5.85%$585

LQD4.87%$487

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

Income After Fees on $10,000

$546most kept, IGBH

IGBH$585 − $39 = $546

LQD$487 − $14 = $473

KeptFee

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

Overlap: IGBH, LQD

Today

[…]holdings […]

IGBHLQD

IGBH—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

+4.6%IGBH, at 3.9% volatility

IGBHWorst drop−4.3%3.9% vol

LQDWorst drop−6.0%5.6% vol

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

Paid More vs Made More

YTD

IGBHLQD

+3.0%Year to date−2.1%

5.8%Yield4.9%

+4.6%Past year−1.9%

0.39%Fee0.14%

3–1IGBH 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