Compare · 2 funds side by side · dividends reinvested

LQDB and VIG

LQDBiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

LQDB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

iShares BBB Rated Corporate Bond ETFBonds & Cash · Corporate0.15%4.97%−0.2%+0.4%+6.6%+0.3%−4.1%4.4%$58M1.6

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: LQDB 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares BBB Rated Corporate Bond ETF · $58M$10,129

LQDB

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

LQDBMeasureVIG

−0.2%Year to dateJan 1 → Nov 4+16.4%

+0.4%1 yearTotal return+18.9%

+6.6%3 years · per year$10,000 became $12,129 · $17,533+20.6%

+0.3%5 years · per year$10,000 became $10,129 · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

4.97%Trailing 12-mo yield$497 · $144 a year on $10k1.44%

−4.1%Worst dropSmaller is better−7.9%

4.4%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

LQDB vs VIG: Top 5 Holdings

Today

LQDB

[…]in top 5

VIG

in top 522.1%

LQDBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

LQDB vs VIG Returns, Every Period

iSharesLQDB

+0.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

LQDBVIGFaded: behind in that period

0–4VIG wins

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

Bonds vs Income: LQDB vs VIG

YTD

iSharesLQDB

−0.2%

VIGVanguard

+16.4%

−0.2%Year to date+16.4%

−4.1%Worst drop · 1Y−7.9%

4.4%Volatility · 1Y10.2%

5.0%Yield1.4%

$58.1MAssets$109B

3–1LQDB wins

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

Cost, Income and Risk

Fees: LQDB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LQDB0.15%$15

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

Yields: LQDB, VIG

4.97%highest, LQDB

FundTrailing yieldYield$10k

LQDB4.97%$497

VIG1.44%$144

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

Income After Fees on $10,000

$482most kept, LQDB

LQDB$497 − $15 = $482

VIG$144 − $4 = $140

KeptFee

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

Overlap: LQDB, VIG

Today

[…]holdings […]

LQDBVIG

LQDB—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

LQDBWorst drop−4.1%4.4% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

LQDBVIG

−0.2%Year to date+16.4%

5.0%Yield1.4%

+0.4%Past year+18.9%

0.15%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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