MBBB vs LQD

AMBBB

BLQD

Measures won5–1MBBB wins · of 6 · 5Y

$10,000 · 5Y$10,280MBBB · LQD $9,632

Lowest cost0.14%LQD · $14 on $10k

Most income5.29%MBBB · $529 on $10k

Smallest drop−4.6%MBBB · worst fall in 1Y

Held in common[…]MBBB and LQD

MBBB

LQD

VanEck Moody’s Analytics BBB Corporate Bond ETF · $5MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+6.8%3 years · per year$12,196 · $12,126+6.6%

+0.6%5 years · per year$10,280 · $9,632−0.7%

0.25%Expense ratio$25 · $14 on $10k · lower wins0.14%

5.29%12-mo yield$529 · $482 on $10k4.82%

−4.6%Worst dropSmaller wins−6.0%

4.4%VolatilityLower wins5.6%

5–1MBBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBBB · LQD

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

Held in common[…]

End-of-day Nov 5, 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	AMBBB	VanEck Moody’s Analytics BBB Corporate Bond ETFRead Desk		0.25%	5.29%	+0.1%	−1.0%	−0.4%	+6.8%	+0.6%	−4.6%	$5M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B

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

Both

5Y2 funds

#			Trend
1	AMBBB	VanEck Moody’s Analytics BBB Corporate Bond ETFRead Desk		0.25%	5.29%	+0.1%	−1.0%	−0.4%	+6.8%	+0.6%	−4.6%	$5M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B

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

Cards for this view

MBBB vs LQD

MBBB

VanEck Moody’s Analytics BBB Corporate Bond

$10,280

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

MeasureMBBBLQD

Fee0.25%0.14%

Cost on $10k a year$25$14

Yield5.29%4.82%

5 years, per year+0.6%−0.7%

3 years, per year+6.8%+6.6%

Worst drop · 1Y−4.6%−6.0%

Volatility · 1Y4.4%5.6%

5–1measures won
MBBB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBBB, LQD

Today

[…]holdings […]

MBBBLQD

MBBB—[…]

LQD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, MBBB

MBBB$529 − $25 = $504

LQD$482 − $14 = $468

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee