Compare · 2 funds side by side · dividends reinvested

SCHJ and LQD

SCHJSchwab×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,342SCHJ · best of the two

02 / 04

SCHJ and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab 1-5 Year Corporate Bond ETFBonds & Cash · Corporate0.03%4.60%+1.2%+2.2%+5.8%+2.6%−1.5%2.1%$904M1.3

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$31.9B1.8

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: SCHJ 2019 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 1-5 Year Corporate Bond ETF · $904M$11,342

SCHJ

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B$9,603

$10,000 five years ago, dividends reinvested

SCHJMeasureLQD

+1.2%Year to dateJan 1 → Nov 4−1.4%

+2.2%1 yearTotal return−0.9%

+5.8%3 years · per year$10,000 became $11,829 · $12,091+6.5%

+2.6%5 years · per year$10,000 became $11,342 · $9,603−0.8%

0.03%Expense ratio$3 · $14 a year on $10k · lower is better0.14%

4.60%Trailing 12-mo yield$460 · $483 a year on $10k4.83%

−1.5%Worst dropSmaller is better−6.0%

2.1%VolatilityLower is calmer5.6%

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

6–2SCHJ wins

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

More Ways to See the Pairs

SCHJ vs LQD: Top 5 Holdings

Today

SCHJ

0.5%in top 5

LQD

in top 5[…]

SCHJStockLQD

0.5%GVMXXnot top 5

Held in common[…]

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

SCHJ vs LQD Returns, Every Period

SchwabSCHJ

+2.6%

5 years, per year

LQDiShares

−0.8%

5 years, per year

SCHJLQDFaded: behind in that period

3–1SCHJ wins

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

SCHJ vs LQD

YTD

SchwabSCHJ

+1.2%

LQDiShares

−1.4%

+1.2%Year to date−1.4%

−1.5%Worst drop · 1Y−6.0%

2.1%Volatility · 1Y5.6%

4.6%Yield4.8%

$904MAssets$31.9B

3–1SCHJ wins

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

Cost, Income and Risk

Fees: SCHJ, LQD

Today

0.03%lowest, SCHJ

FundExpense ratioFee$10k

SCHJ0.03%$3

LQD0.14%$14

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

Yields: SCHJ, LQD

4.83%highest, LQD

FundTrailing yieldYield$10k

LQD4.83%$483

SCHJ4.60%$460

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

SCHJ$460 − $3 = $457

KeptFee

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

Overlap: SCHJ, LQD

Today

[…]holdings […]

SCHJLQD

SCHJ—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

+2.2%SCHJ, at 2.1% volatility

SCHJWorst drop−1.5%2.1% 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

LQDSCHJ

−1.4%Year to date+1.2%

4.8%Yield4.6%

−0.9%Past year+2.2%

0.14%Fee0.03%

3–1SCHJ 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026