Compare · 2 funds side by side · dividends reinvested

LQDW and FTHI

LQDWiShares×FTHIFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,274FTHI · best of the two

02 / 04

LQDW and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Investment Grade Corporate Bond BuyWrite Strategy ETFIncome · Covered calls0.34%12.39%+1.6%+2.6%+5.3%[…]−3.4%4.3%$348M1.4

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.5

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: LQDW 2022 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · $348M[…]

LQDW

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,274

$10,000 five years ago, dividends reinvested

LQDWMeasureFTHI

+1.6%Year to dateJan 1 → Nov 4+6.6%

+2.6%1 yearTotal return+7.3%

+5.3%3 years · per year$10,000 became $11,675 · $15,375+15.4%

[…]5 years · per year$10,000 became […] · $16,274+10.2%

0.34%Expense ratio$34 · $75 a year on $10k · lower is better0.75%

12.39%Trailing 12-mo yield$1,239 · $905 a year on $10k9.05%

−3.4%Worst dropSmaller is better−5.5%

4.3%VolatilityLower is calmer9.5%

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

4–3LQDW wins

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

More Ways to See the Pairs

LQDW vs FTHI: Top 5 Holdings

Today

LQDW

[…]in top 5

FTHI

in top 522.9%

LQDWStockFTHI

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT3.2%

not top 5JPM2.7%

not top 5AMZN2.6%

Held in common[…]

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

LQDW vs FTHI Returns, Every Period

iSharesLQDW

+2.6%

past year

FTHIFirst Trust

+7.3%

past year

LQDWFTHIFaded: behind in that period

0–3FTHI wins

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

LQDW vs FTHI

YTD

iSharesLQDW

+1.6%

FTHIFirst Trust

+6.6%

+1.6%Year to date+6.6%

−3.4%Worst drop · 1Y−5.5%

4.3%Volatility · 1Y9.5%

12.4%Yield9.0%

$348MAssets$2.5B

3–1LQDW wins

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

Cost, Income and Risk

Fees: LQDW, FTHI

Today

0.34%lowest, LQDW

FundExpense ratioFee$10k

LQDW0.34%$34

FTHI0.75%$75

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

Yields: LQDW, FTHI

12.39%highest, LQDW

FundTrailing yieldYield$10k

LQDW12.39%$1,239

FTHI9.05%$905

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

Income After Fees on $10,000

$1,205most kept, LQDW

LQDW$1,239 − $34 = $1,205

FTHI$905 − $75 = $830

KeptFee

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

Overlap: LQDW, FTHI

Today

[…]holdings […]

LQDWFTHI

LQDW—[…]

FTHI[…]—

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

Return vs Bumpiness: 2 ETFs

+7.3%FTHI, at 9.5% volatility

LQDWWorst drop−3.4%4.3% vol

FTHIWorst drop−5.5%9.5% vol

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

Paid More vs Made More

YTD

LQDWFTHI

+1.6%Year to date+6.6%

12.4%Yield9.0%

+2.6%Past year+7.3%

0.34%Fee0.75%

2–2level

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