MYCG vs LQD

AMYCG

BLQD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,625LQD

Lowest cost0.14%LQD · $14 on $10k

Most income4.83%LQD · $483 on $10k

Smallest drop−0.5%MYCG · worst fall in 1Y

Held in common[…]MYCG and LQD

MYCG

LQD

State Street My2027 Corporate Bond ETF · $50MiShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0B

[…]3 years · per year[…] · $11,939+6.1%

[…]5 years · per year[…] · $9,625−0.8%

0.15%Expense ratio$15 · $14 on $10k · lower wins0.14%

4.33%12-mo yield$433 · $483 on $10k4.83%

−0.5%Worst dropSmaller wins−6.0%

0.8%VolatilityLower wins5.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMYCG · 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	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
2	AMYCG	State Street My2027 Corporate Bond ETFRead Desk		0.15%	4.33%	0.0%	+3.0%	+3.9%	new	new	−0.5%	$50M

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	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
2	AMYCG	State Street My2027 Corporate Bond ETFRead Desk		0.15%	4.33%	0.0%	+3.0%	+3.9%	new	new	−0.5%	$50M

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

MYCG vs LQD

MYCG

My2027 Corporate Bond

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,625

MeasureMYCGLQD

Fee0.15%0.14%

Cost on $10k a year$15$14

Yield4.33%4.83%

5 years, per year[…]−0.8%

3 years, per year[…]+6.1%

Worst drop · 1Y−0.5%−6.0%

Volatility · 1Y0.8%5.6%

2–2measures won
level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MYCG, LQD

Today

[…]holdings […]

MYCGLQD

MYCG—[…]

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

MYCG$433 − $15 = $418

KeptFee

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