Both HYG and LQD are ETFs. HYG has a higher 5-year return than LQD (1.93% vs 0.99%). HYG has a higher expense ratio than LQD (0.49% vs 0.14%). Below is the comparison between HYG and LQD.
| HYG | LQD | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 80 | 67 |
| Category | High Yield Bond | Corporate Bond |
| 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 | 5.74% | 3.88% |
| Underlying Index | Markit iBoxx $ Liquid High Yield Index | Markit iBoxx $ Liquid Investment Grade Index |
| YTD Return | 4.35% | 0.54% |
| 1-Year Return | 6.45% | 0.67% |
| 3-Year Return | 0.76% | -5.95% |
| 5-Year Return | 1.93% | 0.99% |
| 10-Year Return | 3.00% | 2.37% |
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 | 4.35% |
| 1-Month Return | 0.20% |
| 3-Month Return | 0.58% |
| 1-Year Return | 6.45% |
| 3-Year Return | 0.76% |
| 5-Year Return | 1.93% |
| 10-Year Return | 3.00% |
HYG holdings
Top 10 Holdings (0.80% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.80% |
HYG pros
The following are HYG strengths from our perspective:
- HYG 3-year return is 0.93%, 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 2.2%, 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 3.29%, 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
You may also want to check out the following HYG comparisons that investors often look for on Finny
- HYG vs JNK
- HYG vs LQD
- HYG vs TLT
- HYG vs USHY
- HYG vs SPY
- HYG vs HYGH
- HYG vs ANGL
- HYG vs FALN
- HYG vs HYHG
- HYG vs HYIH
- HYG vs HYLB
- HYG vs HYLD
- HYG vs HYXE
- HYG vs PHB
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 | 0.54% |
| 1-Month Return | 0.10% |
| 3-Month Return | -3.41% |
| 1-Year Return | 0.67% |
| 3-Year Return | -5.95% |
| 5-Year Return | 0.99% |
| 10-Year Return | 2.37% |
LQD holdings
Top 10 Holdings (0.53% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.53% |
LQD pros
The following are LQD strengths from our perspective:
- LQD 5-year return is 1.18%, 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 2.63%, 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.
Other relevant LQD comparisons
You may also want to check out the following LQD comparisons that investors often look for on Finny
- LQD vs TLT
- LQD vs HYG
- LQD vs USIG
- LQD vs VCIT
- LQD vs BND
- LQD vs CORP
- LQD vs SUSC
- LQD vs CBND
- LQD vs COBO
- LQD vs CRED
- LQD vs IGIH
- LQD vs LQDH
- LQD vs QLTA