IBDU vs LQD

AIBDU

BLQD

Measures won5–1IBDU wins · of 6 · 5Y

$10,000 · 5Y$10,651IBDU · LQD $9,589

Lowest cost0.10%IBDU · $10 on $10k

Most income4.87%LQD · $487 on $10k

Smallest drop−1.6%IBDU · worst fall in 1Y

Held in common[…]IBDU and LQD

IBDU

LQD

iShares iBonds Dec 2029 Term Corporate ETF · $4.0BiShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B

+6.6%3 years · per year$12,122 · $11,964+6.2%

+1.3%5 years · per year$10,651 · $9,590−0.8%

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

4.69%12-mo yield$469 · $487 on $10k4.87%

−1.6%Worst dropSmaller wins−6.0%

2.2%VolatilityLower wins5.6%

5–1IBDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDU · LQD

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

Held in common[…]

End-of-day Nov 3, 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	AIBDU	iShares iBonds Dec 2029 Term Corporate ETFRead Desk		0.10%	4.69%	0.0%	+0.9%	+1.9%	+6.6%	+1.3%	−1.6%	$4.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.87%	0.0%	−2.1%	−1.9%	+6.2%	−0.8%	−6.0%	$32.8B

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

Both

5Y2 funds

#			Trend
1	AIBDU	iShares iBonds Dec 2029 Term Corporate ETFRead Desk		0.10%	4.69%	0.0%	+0.9%	+1.9%	+6.6%	+1.3%	−1.6%	$4.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.87%	0.0%	−2.1%	−1.9%	+6.2%	−0.8%	−6.0%	$32.8B

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

Cards for this view

IBDU vs LQD

IBDU

iShares iBonds Dec 2029 Term Corporate

$10,651

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,590

MeasureIBDULQD

Fee0.10%0.14%

Cost on $10k a year$10$14

Yield4.69%4.87%

5 years, per year+1.3%−0.8%

3 years, per year+6.6%+6.2%

Worst drop · 1Y−1.6%−6.0%

Volatility · 1Y2.2%5.6%

5–1measures won
IBDU first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBDU, LQD

Today

[…]holdings […]

IBDULQD

IBDU—[…]

LQD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, LQD

LQD$487 − $14 = $473

IBDU$469 − $10 = $459

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee