IBDS vs LQD

AIBDS

BLQD

Measures won4–2IBDS wins · of 6 · 5Y

$10,000 · 5Y$10,931IBDS · LQD $9,603

Lowest cost0.10%IBDS · $10 on $10k

Most income4.83%LQD · $483 on $10k

Smallest drop−0.4%IBDS · worst fall in 1Y

Held in common[…]IBDS and LQD

IBDS

LQD

iShares iBonds Dec 2027 Term Corporate ETF · $4.0BiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+6.2%3 years · per year$11,962 · $12,091+6.5%

+1.8%5 years · per year$10,931 · $9,603−0.8%

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

4.28%12-mo yield$428 · $483 on $10k4.83%

−0.4%Worst dropSmaller wins−6.0%

0.8%VolatilityLower wins5.6%

4–2IBDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDS · LQD

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

Held in common[…]

End-of-day Nov 4, 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	AIBDS	iShares iBonds Dec 2027 Term Corporate ETFRead Desk		0.10%	4.28%	0.0%	+2.7%	+3.7%	+6.2%	+1.8%	−0.4%	$4.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIBDS	iShares iBonds Dec 2027 Term Corporate ETFRead Desk		0.10%	4.28%	0.0%	+2.7%	+3.7%	+6.2%	+1.8%	−0.4%	$4.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBDS vs LQD

IBDS

iShares iBonds Dec 2027 Term Corporate

$10,931

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureIBDSLQD

Fee0.10%0.14%

Cost on $10k a year$10$14

Yield4.28%4.83%

5 years, per year+1.8%−0.8%

3 years, per year+6.2%+6.5%

Worst drop · 1Y−0.4%−6.0%

Volatility · 1Y0.8%5.6%

4–2measures won
IBDS first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IBDS, LQD

Today

[…]holdings […]

IBDSLQD

IBDS—[…]

LQD[…]—

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

IBDS$428 − $10 = $418

KeptFee

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