SPLB vs LQD

ASPLB

BLQD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$9,632LQD · SPLB $8,458

Lowest cost0.04%SPLB · $4 on $10k

Most income5.75%SPLB · $575 on $10k

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

Held in common[…]SPLB and LQD

SPLB

LQD

State Street SPDR Portfolio Long Term Corporate Bond ETF · $1.2BiShares iBoxx $ Investment Grade Corporate Bond ETF · $32.7B

+6.9%3 years · per year$12,215 · $12,126+6.6%

−3.3%5 years · per year$8,458 · $9,632−0.7%

0.04%Expense ratio$4 · $14 on $10k · lower wins0.14%

5.75%12-mo yield$575 · $482 on $10k4.82%

−8.8%Worst dropSmaller wins−6.0%

8.4%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPLB · 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	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%	$32.7B
2	ASPLB	State Street SPDR Portfolio Long Term Corporate Bond ETFRead Desk		0.04%	5.75%	0.0%	−2.2%	−2.7%	+6.9%	−3.3%	−8.8%	$1.2B

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	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%	$32.7B
2	ASPLB	State Street SPDR Portfolio Long Term Corporate Bond ETFRead Desk		0.04%	5.75%	0.0%	−2.2%	−2.7%	+6.9%	−3.3%	−8.8%	$1.2B

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

SPLB vs LQD

SPLB

SPDR Portfolio Long Term Corporate Bond

$8,459

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

MeasureSPLBLQD

Fee0.04%0.14%

Cost on $10k a year$4$14

Yield5.75%4.82%

5 years, per year−3.3%−0.7%

3 years, per year+6.9%+6.6%

Worst drop · 1Y−8.8%−6.0%

Volatility · 1Y8.4%5.6%

3–3measures won
level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPLB, LQD

Today

[…]holdings […]

SPLBLQD

SPLB—[…]

LQD[…]—

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

Income After Fees on $10,000

$571most kept, SPLB

SPLB$575 − $4 = $571

LQD$482 − $14 = $468

KeptFee

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