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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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