Compare · 2 funds side by side · dividends reinvested

UUPP and LQD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,632LQD · best of the two

02 / 03

UUPP and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.82%−1.2%−0.9%+6.6%−0.7%−6.0%5.6%$31.9B1.0

Principal Exchange-Traded Funds - Principal CLO ETFBonds & Cash · Corporate0.19%2.14%[…][…][…][…][…][…]$15M2.0

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: UUPP 2026 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Principal Exchange-Traded Funds - Principal CLO ETF · $15M[…]

UUPP

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B$9,632

$10,000 five years ago, dividends reinvested

UUPPMeasureLQD

[…]Year to dateJan 1 → Nov 5−1.2%

[…]1 yearTotal return−0.9%

[…]3 years · per year$10,000 became […] · $12,126+6.6%

[…]5 years · per year$10,000 became […] · $9,632−0.7%

0.19%Expense ratio$19 · $14 a year on $10k · lower is better0.14%

2.14%Trailing 12-mo yield$214 · $482 a year on $10k4.82%

[…]Worst dropSmaller is better−6.0%

[…]VolatilityLower is calmer5.6%

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

0–2LQD wins

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

More Ways to See the Pairs

UUPP vs LQD: Top 5 Holdings

Today

UUPP

0.0%in top 5

LQD

in top 5[…]

UUPPStockLQD

0.0%GVMXXnot top 5

Held in common[…]

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

UUPP vs LQD Returns, Every Period

PrincipalUUPP

[…]

past year

LQDiShares

−0.9%

past year

Returns […]

UUPPLQDFaded: behind in that period

0–0Level

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

UUPP vs LQD

YTD

PrincipalUUPP

[…]

LQDiShares

−1.2%

[…]Year to date−1.2%

[…]Worst drop · 1Y−6.0%

[…]Volatility · 1Y5.6%

2.1%Yield4.8%

$15.0MAssets$31.9B

1–0LQD wins

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

Cost, Income and Risk

Fees: UUPP, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

UUPP0.19%$19

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

Yields: UUPP, LQD

4.82%highest, LQD

FundTrailing yieldYield$10k

LQD4.82%$482

UUPP2.14%$214

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

Income After Fees on $10,000

$468most kept, LQD

LQD$482 − $14 = $468

UUPP$214 − $19 = $195

KeptFee

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

Overlap: UUPP, LQD

Today

[…]holdings […]

UUPPLQD

UUPP—[…]

LQD[…]—

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

Return vs Bumpiness: 2 ETFs

−0.9%LQD, at 5.6% volatility

LQDWorst drop−6.0%5.6% vol

UUPPWorst drop[…][…]

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

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