Compare · 3 funds side by side · dividends reinvested

LDRC, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

LDRC, 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%$116B1.4

iShares iBonds 1-5 Year Corporate Ladder ETFBonds & Cash · Corporate0.10%4.25%+1.1%+2.1%[…][…]−1.6%2.4%$107M2.0

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.82%−1.2%−1.1%+5.7%−0.7%−6.0%5.6%$32.7B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: LDRC 2024 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds 1-5 Year Corporate Ladder ETF · $107M[…]

LDRC

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.7B$9,655

$10,000 five years ago, dividends reinvested

LDRCMeasureLQD

+1.1%Year to dateJan 1 → Nov 9−1.2%

+2.1%1 yearTotal return−1.1%

[…]3 years · per year$10,000 became […] · $11,815+5.7%

[…]5 years · per year$10,000 became […] · $9,655−0.7%

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

4.25%Trailing 12-mo yield$425 · $482 a year on $10k4.82%

−1.6%Worst dropSmaller is better−6.0%

2.4%VolatilityLower is calmer5.6%

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

5–1LDRC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LDRC vs LQD: Top 5 Holdings

Today

LDRC

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LDRC vs LQD Returns, Every Period

iSharesLDRC

+2.1%

past year

LQDiShares

−1.1%

past year

LDRCLQDFaded: behind in that period

2–0LDRC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LDRC vs LQD

YTD

iSharesLDRC

+1.1%

LQDiShares

−1.2%

+1.1%Year to date−1.2%

−1.6%Worst drop · 1Y−6.0%

2.4%Volatility · 1Y5.6%

4.3%Yield4.8%

$107MAssets$32.7B

3–1LDRC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LDRC, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LDRC0.10%$10

LQD0.14%$14

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LDRC, LQD, SGOV

4.82%highest, LQD

FundTrailing yieldYield$10k

LQD4.82%$482

LDRC4.25%$425

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$468most kept, LQD

LQD$482 − $14 = $468

LDRC$425 − $10 = $415

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LDRC, LQD, SGOV

Today

[…]holdings […]

LDRCLQDSGOV

LDRC—[…][…]

LQD[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 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

LDRCWorst drop−1.6%2.4% vol

LQDWorst drop−6.0%5.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LQDSGOV

−1.2%Year to date+3.2%

4.8%Yield3.6%

−1.1%Past year+3.8%

0.14%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026