LQD vs FSIG

ALQD

BFSIG

Measures won2–3FSIG wins · of 6 · 5Y

$10,000 · 5Y$9,589LQD

Lowest cost0.14%LQD · $14 on $10k

Most income4.89%FSIG · $489 on $10k

Smallest drop−2.0%FSIG · worst fall in 1Y

Held in common[…]LQD and FSIG

LQD

FSIG

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8BFirst Trust Limited Duration Investment Grade Corporate ETF · $1.5B

+6.2%3 years · per year$11,964 · $11,666+5.3%

−0.8%5 years · per year$9,590 · […][…]

0.14%Expense ratio$14 · $44 on $10k · lower wins0.44%

4.87%12-mo yield$487 · $489 on $10k4.89%

−6.0%Worst dropSmaller wins−2.0%

5.6%VolatilityLower wins2.5%

2–3FSIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQD · FSIG

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	ALQD	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
2	BFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk		0.44%	4.89%	−0.1%	+0.5%	+1.4%	+5.3%	new	−2.0%	$1.5B

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	ALQD	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
2	BFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk		0.44%	4.89%	−0.1%	+0.5%	+1.4%	+5.3%	new	−2.0%	$1.5B

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

LQD vs FSIG

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,590

FSIG

First Trust Limited Duration Investment Grade Corporate

[…]

MeasureLQDFSIG

Fee0.14%0.44%

Cost on $10k a year$14$44

Yield4.87%4.89%

5 years, per year−0.8%[…]

3 years, per year+6.2%+5.3%

Worst drop · 1Y−6.0%−2.0%

Volatility · 1Y5.6%2.5%

2–2measures won
level

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: LQD, FSIG

Today

[…]holdings […]

LQDFSIG

LQD—[…]

FSIG[…]—

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

FSIG$489 − $44 = $445

KeptFee

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