FSIG vs LQD

AFSIG

BLQD

Measures won3–2FSIG wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · LQD $9,632

Lowest cost0.09%SGOV · $9 on $10k

Most income4.88%FSIG · $488 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]FSIG and LQD

FSIG

LQD

First Trust Limited Duration Investment Grade Corporate ETF · $1.5BiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+5.4%3 years · per year$11,718 · $12,126+6.6%

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

0.44%Expense ratio$44 · $14 on $10k · lower wins0.14%

4.88%12-mo yield$488 · $482 on $10k4.82%

−2.0%Worst dropSmaller wins−6.0%

2.5%VolatilityLower wins5.6%

3–2FSIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSIG · LQD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk	0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B
3	AFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	0.0%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk	0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B
3	AFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	0.0%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSIG vs LQD

FSIG

First Trust Limited Duration Investment Grade Corporate

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

MeasureFSIGLQD

Fee0.44%0.14%

Cost on $10k a year$44$14

Yield4.88%4.82%

5 years, per year[…]−0.7%

3 years, per year+5.4%+6.6%

Worst drop · 1Y−2.0%−6.0%

Volatility · 1Y2.5%5.6%

3–2measures won
FSIG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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

Overlap: FSIG, LQD, SGOV

Today

[…]holdings […]

FSIGLQDSGOV

FSIG—[…][…]

LQD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$468most kept, LQD

LQD$482 − $14 = $468

FSIG$488 − $44 = $444

SGOV$363 − $9 = $354

KeptFee

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