Compare · 2 funds side by side · dividends reinvested

IGHG and LQD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,951IGHG · best of the two

02 / 04

IGHG and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Investment Grade - Interest Rate HedgedBonds & Cash · Corporate0.30%5.21%+2.6%+3.9%+6.9%+5.3%−1.8%3.1%$405M1.1

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: IGHG 2013 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Investment Grade - Interest Rate Hedged · $405M$12,951

IGHG

LQD

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

$10,000 five years ago, dividends reinvested

IGHGMeasureLQD

+2.6%Year to dateJan 1 → Nov 4−1.4%

+3.9%1 yearTotal return−0.9%

+6.9%3 years · per year$10,000 became $12,231 · $12,091+6.5%

+5.3%5 years · per year$10,000 became $12,951 · $9,603−0.8%

0.30%Expense ratio$30 · $14 a year on $10k · lower is better0.14%

5.21%Trailing 12-mo yield$521 · $483 a year on $10k4.83%

−1.8%Worst dropSmaller is better−6.0%

3.1%VolatilityLower is calmer5.6%

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

7–1IGHG wins

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

More Ways to See the Pairs

IGHG vs LQD: Top 5 Holdings

Today

IGHG

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IGHG vs LQD Returns, Every Period

ProSharesIGHG

+5.3%

5 years, per year

LQDiShares

−0.8%

5 years, per year

IGHGLQDFaded: behind in that period

4–0IGHG wins

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

IGHG vs LQD

YTD

ProSharesIGHG

+2.6%

LQDiShares

−1.4%

+2.6%Year to date−1.4%

−1.8%Worst drop · 1Y−6.0%

3.1%Volatility · 1Y5.6%

5.2%Yield4.8%

$405MAssets$32.8B

4–0IGHG wins

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

Cost, Income and Risk

Fees: IGHG, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

IGHG0.30%$30

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

Yields: IGHG, LQD

5.21%highest, IGHG

FundTrailing yieldYield$10k

IGHG5.21%$521

LQD4.83%$483

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

Income After Fees on $10,000

$491most kept, IGHG

IGHG$521 − $30 = $491

LQD$483 − $14 = $469

KeptFee

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

Overlap: IGHG, LQD

Today

[…]holdings […]

IGHGLQD

IGHG—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

+3.9%IGHG, at 3.1% volatility

IGHGWorst drop−1.8%3.1% 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

IGHGLQD

+2.6%Year to date−1.4%

5.2%Yield4.8%

+3.9%Past year−0.9%

0.30%Fee0.14%

3–1IGHG 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