USIG vs LQD

AUSIG

BLQD

Measures won6–0USIG wins · of 6 · 5Y

$10,000 · 5Y$10,112USIG · LQD $9,603

Lowest cost0.04%USIG · $4 on $10k

Most income4.93%USIG · $493 on $10k

Smallest drop−4.4%USIG · worst fall in 1Y

Held in common[…]USIG and LQD

USIG

LQD

iShares Broad USD Investment Grade Corporate Bond ETF · $18.0BiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+6.6%3 years · per year$12,130 · $12,091+6.5%

+0.2%5 years · per year$10,112 · $9,603−0.8%

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

4.93%12-mo yield$493 · $483 on $10k4.83%

−4.4%Worst dropSmaller wins−6.0%

4.4%VolatilityLower wins5.6%

6–0USIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSIG · LQD

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

Held in common[…]

End-of-day Nov 4, 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	AUSIG	iShares Broad USD Investment Grade Corporate Bond ETFRead Desk		0.04%	4.93%	+0.6%	−0.4%	+0.3%	+6.6%	+0.2%	−4.4%	$18.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSIG	iShares Broad USD Investment Grade Corporate Bond ETFRead Desk		0.04%	4.93%	+0.6%	−0.4%	+0.3%	+6.6%	+0.2%	−4.4%	$18.0B
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USIG vs LQD

USIG

iShares Broad USD Investment Grade Corporate Bond

$10,112

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureUSIGLQD

Fee0.04%0.14%

Cost on $10k a year$4$14

Yield4.93%4.83%

5 years, per year+0.2%−0.8%

3 years, per year+6.6%+6.5%

Worst drop · 1Y−4.4%−6.0%

Volatility · 1Y4.4%5.6%

6–0measures won
USIG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USIG, LQD

Today

[…]holdings […]

USIGLQD

USIG—[…]

LQD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$489most kept, USIG

USIG$493 − $4 = $489

LQD$483 − $14 = $469

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee