IIGD vs LQD

AIIGD

BLQD

Measures won4–2IIGD wins · of 6 · 5Y

$10,000 · 5Y$10,939IIGD · LQD $9,625

Lowest cost0.13%IIGD · $13 on $10k

Most income4.83%LQD · $483 on $10k

Smallest drop−2.3%IIGD · worst fall in 1Y

Held in common[…]IIGD and LQD

IIGD

LQD

Invesco Investment Grade Defensive ETF · $24MiShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0B

+5.3%3 years · per year$11,680 · $11,939+6.1%

+1.8%5 years · per year$10,939 · $9,625−0.8%

0.13%Expense ratio$13 · $14 on $10k · lower wins0.14%

4.30%12-mo yield$430 · $483 on $10k4.83%

−2.3%Worst dropSmaller wins−6.0%

2.5%VolatilityLower wins5.6%

4–2IIGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIIGD · LQD

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

Held in common[…]

End-of-day Nov 6, 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	AIIGD	Invesco Investment Grade Defensive ETFRead Desk		0.13%	4.30%	−0.1%	+0.5%	+1.5%	+5.3%	+1.8%	−2.3%	$24M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$33.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIIGD	Invesco Investment Grade Defensive ETFRead Desk		0.13%	4.30%	−0.1%	+0.5%	+1.5%	+5.3%	+1.8%	−2.3%	$24M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$33.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IIGD vs LQD

IIGD

Invesco Investment Grade Defensive

$10,939

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,625

MeasureIIGDLQD

Fee0.13%0.14%

Cost on $10k a year$13$14

Yield4.30%4.83%

5 years, per year+1.8%−0.8%

3 years, per year+5.3%+6.1%

Worst drop · 1Y−2.3%−6.0%

Volatility · 1Y2.5%5.6%

4–2measures won
IIGD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IIGD, LQD

Today

[…]holdings […]

IIGDLQD

IIGD—[…]

LQD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

IIGD$430 − $13 = $417

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee