IBDW vs LQD

AIBDW

BLQD

Measures won6–0IBDW wins · of 6 · 5Y

$10,000 · 5Y$10,165IBDW · LQD $9,603

Lowest cost0.10%IBDW · $10 on $10k

Most income4.89%IBDW · $489 on $10k

Smallest drop−3.4%IBDW · worst fall in 1Y

Held in common[…]IBDW and LQD

IBDW

LQD

iShares iBonds Dec 2031 Term Corporate ETF · $2.7BiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+7.6%3 years · per year$12,449 · $12,091+6.5%

+0.3%5 years · per year$10,165 · $9,603−0.8%

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

4.89%12-mo yield$489 · $483 on $10k4.83%

−3.4%Worst dropSmaller wins−6.0%

3.5%VolatilityLower wins5.6%

6–0IBDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDW · 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	AIBDW	iShares iBonds Dec 2031 Term Corporate ETFRead Desk		0.10%	4.89%	+0.4%	−0.2%	+0.8%	+7.6%	+0.3%	−3.4%	$2.7B
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	AIBDW	iShares iBonds Dec 2031 Term Corporate ETFRead Desk		0.10%	4.89%	+0.4%	−0.2%	+0.8%	+7.6%	+0.3%	−3.4%	$2.7B
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

IBDW vs LQD

IBDW

iShares iBonds Dec 2031 Term Corporate

$10,165

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureIBDWLQD

Fee0.10%0.14%

Cost on $10k a year$10$14

Yield4.89%4.83%

5 years, per year+0.3%−0.8%

3 years, per year+7.6%+6.5%

Worst drop · 1Y−3.4%−6.0%

Volatility · 1Y3.5%5.6%

6–0measures won
IBDW 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: IBDW, LQD

Today

[…]holdings […]

IBDWLQD

IBDW—[…]

LQD[…]—

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

Income After Fees on $10,000

$479most kept, IBDW

IBDW$489 − $10 = $479

LQD$483 − $14 = $469

KeptFee

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