Compare · 2 funds side by side · dividends reinvested

PRIV and LQD

PRIVSPDR×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

PRIV and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street IG Public & Private Credit ETFBonds & Cash · Corporate0.55%4.69%−0.3%+0.2%[…][…]−4.4%3.9%$809M1.3

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.5

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: PRIV 2025 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

State Street IG Public & Private Credit ETF · $809M[…]

PRIV

LQD

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

$10,000 five years ago, dividends reinvested

PRIVMeasureLQD

−0.3%Year to dateJan 1 → Nov 4−1.4%

+0.2%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%

0.55%Expense ratio$55 · $14 a year on $10k · lower is better0.14%

4.69%Trailing 12-mo yield$469 · $483 a year on $10k4.83%

−4.4%Worst dropSmaller is better−6.0%

3.9%VolatilityLower is calmer5.6%

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

4–2PRIV wins

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

More Ways to See the Pairs

PRIV vs LQD: Top 5 Holdings

Today

PRIV

[…]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

PRIV vs LQD Returns, Every Period

SPDRPRIV

+0.2%

past year

LQDiShares

−0.9%

past year

PRIVLQDFaded: behind in that period

2–0PRIV wins

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

PRIV vs LQD

YTD

SPDRPRIV

−0.3%

LQDiShares

−1.4%

−0.3%Year to date−1.4%

−4.4%Worst drop · 1Y−6.0%

3.9%Volatility · 1Y5.6%

4.7%Yield4.8%

$809MAssets$32.8B

3–1PRIV wins

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

Cost, Income and Risk

Fees: PRIV, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

PRIV0.55%$55

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

Yields: PRIV, LQD

4.83%highest, LQD

FundTrailing yieldYield$10k

LQD4.83%$483

PRIV4.69%$469

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

PRIV$469 − $55 = $414

KeptFee

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

Overlap: PRIV, LQD

Today

[…]holdings […]

PRIVLQD

PRIV—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

+0.2%PRIV, at 3.9% volatility

PRIVWorst drop−4.4%3.9% 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

LQDPRIV

−1.4%Year to date−0.3%

4.8%Yield4.7%

−0.9%Past year+0.2%

0.14%Fee0.55%

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