LQDB vs IGSB

ALQDB

BIGSB

Measures won2–4IGSB wins · of 6 · 5Y

$10,000 · 5Y$11,404IGSB · LQDB $10,174

Lowest cost0.04%IGSB · $4 on $10k

Most income4.96%LQDB · $496 on $10k

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

Held in common[…]LQDB and IGSB

LQDB

IGSB

iShares BBB Rated Corporate Bond ETF · $58MiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.8B

+6.0%3 years · per year$11,908 · $11,787+5.6%

+0.3%5 years · per year$10,174 · $11,404+2.7%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

4.96%12-mo yield$496 · $468 on $10k4.68%

−4.1%Worst dropSmaller wins−1.6%

4.4%VolatilityLower wins2.1%

2–4IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQDB · IGSB

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

Held in common[…]

End-of-day Nov 9, 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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	0.0%	+1.4%	+2.2%	+5.6%	+2.7%	−1.6%	$23.8B
2	ALQDB	iShares BBB Rated Corporate Bond ETFRead Desk		0.15%	4.96%	+0.1%	−0.1%	+0.3%	+6.0%	+0.3%	−4.1%	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	0.0%	+1.4%	+2.2%	+5.6%	+2.7%	−1.6%	$23.8B
2	ALQDB	iShares BBB Rated Corporate Bond ETFRead Desk		0.15%	4.96%	+0.1%	−0.1%	+0.3%	+6.0%	+0.3%	−4.1%	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LQDB vs IGSB

LQDB

iShares BBB Rated Corporate Bond

$10,174

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,404

MeasureLQDBIGSB

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield4.96%4.68%

5 years, per year+0.3%+2.7%

3 years, per year+6.0%+5.6%

Worst drop · 1Y−4.1%−1.6%

Volatility · 1Y4.4%2.1%

4–2measures won
IGSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: LQDB, IGSB

Today

[…]holdings […]

LQDBIGSB

LQDB—[…]

IGSB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$481most kept, LQDB

LQDB$496 − $15 = $481

IGSB$468 − $4 = $464

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee