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LQD vs SPY

Both LQD and SPY are ETFs. LQD has a lower 5-year return than SPY (6.2% vs 16.71%). LQD has a higher expense ratio than SPY (0.14% vs 0.09%). Below is the comparison between LQD and SPY.

LQD SPY
Segment Fixed Income: U.S. - Corporate Investment Grade Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $51.98B $316.46B
Expense Ratio 0.14% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.66% 1.54%
Underlying Index Markit iBoxx $ Liquid Investment Grade Index S&P 500
YTD Return -4.05% 1.73%
1-Year Return 2.81% 30.83%
3-Year Return 7.58% 14.00%
5-Year Return 6.20% 16.71%
10-Year Return 5.56% 13.31%

LQD description

The Fund seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index which is a rules-based index consisting of liquid, US dollar-denominated, investment grade corporate bonds for sale in the US. The Fund invests at least 90% in component securities and at least 95% in corporate bonds.

LQD performance & returns

YTD Return -4.05%
1-Month Return -2.26%
3-Month Return -3.91%
1-Year Return 2.81%
3-Year Return 7.58%
5-Year Return 6.20%
10-Year Return 5.56%
LQD expense ratio is 0.14%.

LQD holdings

Top 10 Holdings (4.18% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 1.85%
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.32%
At&T 144A 3.55% N/A 0.31%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% N/A 0.30%
CVS Health Corp 5.05% N/A 0.26%
CVS Health Corp 4.3% N/A 0.26%
At&T 144A 3.65% N/A 0.24%
Goldman Sachs Group, Inc. 6.75% N/A 0.23%
Microsoft Corporation 2.52% N/A 0.21%
At&T 144A 3.5% N/A 0.20%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 1.73%
1-Month Return 2.78%
3-Month Return 5.50%
1-Year Return 30.83%
3-Year Return 14.00%
5-Year Return 16.71%
10-Year Return 13.31%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.96% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.45%
Microsoft Corp MSFT 5.65%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.76%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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