IBDR vs LQD

AIBDR

BLQD

Measures won4–2IBDR wins · of 6 · 5Y

$10,000 · 5Y$11,026IBDR · LQD $9,632

Lowest cost0.10%IBDR · $10 on $10k

Most income4.82%LQD · $482 on $10k

Smallest drop−0.1%IBDR · worst fall in 1Y

Held in common[…]IBDR and LQD

IBDR

LQD

iShares iBonds Dec 2026 Term Corporate ETF · $2.8BiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+5.6%3 years · per year$11,784 · $12,126+6.6%

+2.0%5 years · per year$11,026 · $9,632−0.7%

0.10%Expense ratio$10 · $14 on $10k · lower wins0.14%

4.04%12-mo yield$404 · $482 on $10k4.82%

−0.1%Worst dropSmaller wins−6.0%

0.5%VolatilityLower wins5.6%

4–2IBDR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDR · 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

Both

5Y2 funds

#			Trend
1	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk		0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.6%	+2.0%	−0.1%	$2.8B
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

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

Both

5Y2 funds

#			Trend
1	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk		0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.6%	+2.0%	−0.1%	$2.8B
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

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

IBDR vs LQD

IBDR

iShares iBonds Dec 2026 Term Corporate

$11,026

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

MeasureIBDRLQD

Fee0.10%0.14%

Cost on $10k a year$10$14

Yield4.04%4.82%

5 years, per year+2.0%−0.7%

3 years, per year+5.6%+6.6%

Worst drop · 1Y−0.1%−6.0%

Volatility · 1Y0.5%5.6%

4–2measures won
IBDR first

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

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

Overlap: IBDR, LQD

Today

[…]holdings […]

IBDRLQD

IBDR—[…]

LQD[…]—

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

IBDR$404 − $10 = $394

KeptFee

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