HYG vs LQD

Both HYG and LQD are ETFs. HYG has a higher 5-year return than LQD (6.34% vs 5.12%). HYG has a higher expense ratio than LQD (0.49% vs 0.14%). Below is the comparison between HYG and LQD.

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HYG LQD
Security Type ETF ETF
Finny Score 80 83
Category N/A N/A
Family BlackRock BlackRock
Net Assets N/A N/A
Expense Ratio 0.49% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A N/A
Underlying Index Markit iBoxx $ Liquid High Yield Index Markit iBoxx $ Liquid Investment Grade Index
YTD Return 1.20% -4.20%
1-Year Return 16.18% 4.75%
3-Year Return 5.90% 7.96%
5-Year Return 6.34% 5.12%
10-Year Return 5.18% 5.31%

HYG

HYG description

iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in fixed income markets of global developed region. It invests in U.S. dollar-denominated high yield corporate bonds with a maturity of at least one year and less than 15 years and a sub-investment grade rating from Fitch, Moody's or S&P. The fund seeks to track the performance of the Markit iBoxx USD Liquid High Yield Index, by using representative sampling technique. iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF was formed on April 4, 2007 and is domiciled in the United States.

HYG performance & returns
YTD Return 1.20%
1-Month Return 0.41%
3-Month Return 0.73%
1-Year Return 16.18%
3-Year Return 5.90%
5-Year Return 6.34%
10-Year Return 5.18%
HYG expense ratio is 0.49%.

HYG holdings

Top 10 Holdings (1.24% of Total Assets)

Name Symbol % Assets
XTSLA XTSLA 1.24%

HYG pros

The following are HYG strengths from our perspective:

  • HYG 3-year return is 5.9%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
  • HYG 5-year return is 6.34%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • HYG 10-year return is 5.18%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
  • HYG 15-year return is 4.21%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.

HYG cons

The following are HYG weaknesses from our perspective:

  • HYG net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant HYG comparisons

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LQD

LQD description

iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in fixed income markets of global developed region. It invests in U.S. dollar-denominated, investment grade corporate bonds with at least 3 years to maturity. The fund seeks to track the performance of the Markit iBoxx USD Liquid Investment Grade Index, by using representative sampling technique. iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF was formed on July 22, 2002 and is domiciled in the United States.

LQD performance & returns
YTD Return -4.20%
1-Month Return 0.72%
3-Month Return -2.28%
1-Year Return 4.75%
3-Year Return 7.96%
5-Year Return 5.12%
10-Year Return 5.31%
LQD expense ratio is 0.14%.

LQD holdings

Top 10 Holdings (1.32% of Total Assets)

Name Symbol % Assets
XTSLA XTSLA 1.32%

LQD pros

The following are LQD strengths from our perspective:

  • LQD 3-year return is 7.96%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
  • LQD 5-year return is 5.12%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • LQD 10-year return is 5.31%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
  • LQD 15-year return is 4.29%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
  • LQD expense ratio is 0.14%, which is considered low. Nice job picking a low-cost fund.

LQD cons

The following are LQD weaknesses from our perspective:

  • LQD net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant LQD comparisons

You may also want to check out the following LQD comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.