Compare · 2 funds side by side · dividends reinvested

LQDW and XYLD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,806XYLD · best of the two

02 / 04

LQDW and XYLD, 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%+2.4%+5.3%[…]−3.4%4.3%$350M1.4

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.59%+7.5%+11.7%+13.3%+6.7%−5.3%8.0%$3.3B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LQDW 2022 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · $350M[…]

LQDW

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$13,806

$10,000 five years ago, dividends reinvested

LQDWMeasureXYLD

+1.6%Year to dateJan 1 → Nov 5+7.5%

+2.4%1 yearTotal return+11.7%

+5.3%3 years · per year$10,000 became $11,669 · $14,532+13.3%

[…]5 years · per year$10,000 became […] · $13,806+6.7%

0.34%Expense ratio$34 · $60 a year on $10k · lower is better0.60%

12.39%Trailing 12-mo yield$1,239 · $1,059 a year on $10k10.59%

−3.4%Worst dropSmaller is better−5.3%

4.3%VolatilityLower is calmer8.0%

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

4–3LQDW wins

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

More Ways to See the Pairs

LQDW vs XYLD: Top 5 Holdings

Today

LQDW

[…]in top 5

XYLD

in top 528.0%

LQDWStockXYLD

not top 5AAPL7.8%

not top 5NVDA7.4%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LQDW vs XYLD Returns, Every Period

iSharesLQDW

+2.4%

past year

XYLDGlobal X

+11.7%

past year

LQDWXYLDFaded: behind in that period

0–3XYLD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LQDW vs XYLD

YTD

iSharesLQDW

+1.6%

XYLDGlobal X

+7.5%

+1.6%Year to date+7.5%

−3.4%Worst drop · 1Y−5.3%

4.3%Volatility · 1Y8.0%

12.4%Yield10.6%

$350MAssets$3.3B

3–1LQDW wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LQDW, XYLD

Today

0.34%lowest, LQDW

FundExpense ratioFee$10k

LQDW0.34%$34

XYLD0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LQDW, XYLD

12.39%highest, LQDW

FundTrailing yieldYield$10k

LQDW12.39%$1,239

XYLD10.59%$1,059

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,205most kept, LQDW

LQDW$1,239 − $34 = $1,205

XYLD$1,059 − $60 = $999

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LQDW, XYLD

Today

[…]holdings […]

LQDWXYLD

LQDW—[…]

XYLD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%XYLD, at 8.0% volatility

LQDWWorst drop−3.4%4.3% vol

XYLDWorst drop−5.3%8.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LQDWXYLD

+1.6%Year to date+7.5%

12.4%Yield10.6%

+2.4%Past year+11.7%

0.34%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026