Compare · 2 funds side by side · dividends reinvested

VPC and LQD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,973VPC · best of the two

02 / 04

VPC and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.3

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.19%−11.0%−10.3%+1.0%−0.1%−18.2%14.6%$28M1.8

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: VPC 2019 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Private Credit Strategy ETF · $28M$9,973

VPC

LQD

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

$10,000 five years ago, dividends reinvested

VPCMeasureLQD

−11.0%Year to dateJan 1 → Nov 4−1.4%

−10.3%1 yearTotal return−0.9%

+1.0%3 years · per year$10,000 became $10,311 · $12,091+6.5%

−0.1%5 years · per year$10,000 became $9,973 · $9,603−0.8%

10.60%Expense ratio$1,060 · $14 a year on $10k · lower is better0.14%

15.19%Trailing 12-mo yield$1,519 · $483 a year on $10k4.83%

−18.2%Worst dropSmaller is better−6.0%

14.6%VolatilityLower is calmer5.6%

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

2–6LQD wins

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

More Ways to See the Pairs

VPC vs LQD: Top 5 Holdings

Today

VPC

15.2%in top 5

LQD

in top 5[…]

VPCStockLQD

3.8%TCPCnot top 5

3.6%ECCnot top 5

2.7%FSKnot top 5

2.7%HRZNnot top 5

2.4%CIONnot top 5

Held in common[…]

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

VPC vs LQD Returns, Every Period

VirtusVPC

−0.1%

5 years, per year

LQDiShares

−0.8%

5 years, per year

VPCLQDFaded: behind in that period

1–3LQD wins

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

VPC vs LQD

YTD

VirtusVPC

−11.0%

LQDiShares

−1.4%

−11.0%Year to date−1.4%

−18.2%Worst drop · 1Y−6.0%

14.6%Volatility · 1Y5.6%

15.2%Yield4.8%

$27.6MAssets$32.8B

3–1LQD wins

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

Cost, Income and Risk

Fees: VPC, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

VPC10.60%$1,060

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

Yields: VPC, LQD

15.19%highest, VPC

FundTrailing yieldYield$10k

VPC15.19%$1,519

LQD4.83%$483

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

VPC$1,519 − $1,060 = $459

KeptFee

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

Overlap: VPC, LQD

Today

[…]holdings […]

VPCLQD

VPC—[…]

LQD[…]—

End-of-day Nov 4, 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

VPCWorst drop−18.2%14.6% vol

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

Paid More vs Made More

YTD

VPCLQD

−11.0%Year to date−1.4%

15.2%Yield4.8%

−10.3%Past year−0.9%

10.60%Fee0.14%

3–1LQD 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%

$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