Compare · 2 funds side by side · dividends reinvested

INVG and LQD

INVGGMO×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,603LQD · best of the two

02 / 04

INVG and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO Systematic Investment Grade Credit ETFBonds & Cash · Corporate0.25%5.01%−0.2%+0.5%[…][…]−4.5%4.8%$29M1.2

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.6

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: INVG 2025 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

GMO Systematic Investment Grade Credit ETF · $29M[…]

INVG

LQD

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

$10,000 five years ago, dividends reinvested

INVGMeasureLQD

−0.2%Year to dateJan 1 → Nov 4−1.4%

+0.5%1 yearTotal return−0.9%

[…]3 years · per year$10,000 became […] · $12,091+6.5%

[…]5 years · per year$10,000 became […] · $9,603−0.8%

0.25%Expense ratio$25 · $14 a year on $10k · lower is better0.14%

5.01%Trailing 12-mo yield$501 · $483 a year on $10k4.83%

−4.5%Worst dropSmaller is better−6.0%

4.8%VolatilityLower is calmer5.6%

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

5–1INVG wins

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

More Ways to See the Pairs

INVG vs LQD: Top 5 Holdings

Today

INVG

[…]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

INVG vs LQD Returns, Every Period

GMOINVG

+0.5%

past year

LQDiShares

−0.9%

past year

INVGLQDFaded: behind in that period

2–0INVG wins

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

INVG vs LQD

YTD

GMOINVG

−0.2%

LQDiShares

−1.4%

−0.2%Year to date−1.4%

−4.5%Worst drop · 1Y−6.0%

4.8%Volatility · 1Y5.6%

5.0%Yield4.8%

$29.0MAssets$32.8B

4–0INVG wins

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

Cost, Income and Risk

Fees: INVG, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

INVG0.25%$25

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

Yields: INVG, LQD

5.01%highest, INVG

FundTrailing yieldYield$10k

INVG5.01%$501

LQD4.83%$483

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

Income After Fees on $10,000

$476most kept, INVG

INVG$501 − $25 = $476

LQD$483 − $14 = $469

KeptFee

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

Overlap: INVG, LQD

Today

[…]holdings […]

INVGLQD

INVG—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

+0.5%INVG, at 4.8% volatility

INVGWorst drop−4.5%4.8% 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

INVGLQD

−0.2%Year to date−1.4%

5.0%Yield4.8%

+0.5%Past year−0.9%

0.25%Fee0.14%

3–1INVG 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