LQD vs SCHD

ALQD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · LQD $9,589

Lowest cost0.06%SCHD · $6 on $10k

Most income4.87%LQD · $487 on $10k

Smallest drop−6.0%LQD · worst fall in 1Y

Held in common[…]LQD and SCHD

LQD

SCHD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8BSchwab U.S. Dividend Equity ETF · $121B

+6.2%3 years · per year$11,964 · $17,784+21.2%

−0.8%5 years · per year$9,590 · $16,352+10.3%

0.14%Expense ratio$14 · $6 on $10k · lower wins0.06%

4.87%12-mo yield$487 · $297 on $10k2.97%

−6.0%Worst dropSmaller wins−6.9%

5.6%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLQD · SCHD

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	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

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	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

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 SCHD

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,590

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureLQDSCHD

Fee0.14%0.06%

Cost on $10k a year$14$6

Yield4.87%2.97%

5 years, per year−0.8%+10.3%

3 years, per year+6.2%+21.2%

Worst drop · 1Y−6.0%−6.9%

Volatility · 1Y5.6%11.4%

3–3measures 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, SCHD

Today

[…]holdings […]

LQDSCHD

LQD—[…]

SCHD[…]—

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

SCHD$297 − $6 = $291

KeptFee

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