LQD vs LQDH

Both LQD and LQDH are ETFs. LQD has a higher 5-year return than LQDH (6.4% vs 3.09%). LQD has a lower expense ratio than LQDH (0.15% vs 0.24%). Below is the comparison between LQD and LQDH.

LQD LQDH
Segment Fixed Income: U.S. - Corporate Investment Grade Fixed Income: U.S. - Corporate Investment Grade
Issuer BlackRock BlackRock
Net Assets $45.18B $267.21M
Expense Ratio 0.15% 0.24%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.20% 3.22%
Underlying Index Markit iBoxx $ Liquid Investment Grade Index --
YTD Return 8.07% -2.24%
1-Year Return 9.94% 1.36%
3-Year Return 7.17% 2.15%
5-Year Return 6.40% 3.09%
10-Year Return 5.68% N/A

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 8.07%
1-Month Return -0.23%
3-Month Return -0.53%
1-Year Return 9.94%
3-Year Return 7.17%
5-Year Return 6.40%
10-Year Return 5.68%
LQD expense ratio is 0.15%.

LQD holdings

Top 10 Holdings (2.45% of Total Assets)

Name Symbol % Assets
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.31%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% N/A 0.31%
CVS Health Corp 5.05% N/A 0.29%
CVS Health Corp 4.3% N/A 0.28%
Microsoft Corporation 2.52% N/A 0.27%
Wells Fargo & Company 5.01% N/A 0.21%
T-Mobile USA, Inc. 3.88% N/A 0.21%
Goldman Sachs Group, Inc. 6.75% N/A 0.20%
AbbVie Inc. 4.25% N/A 0.19%
CVS Health Corp 4.78% N/A 0.18%

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LQDH description

The Fund seeks to mitigate the interest rate risk of a portfolio composed of US dollar-denominated, investment-grade corporate bonds. The Fund invests its net assets in US dollar-denominated investment-grade bonds, in US Treasury securities and in one or more underlying funds that invest in investment-grade bonds.

LQDH performance & returns

YTD Return -2.24%
1-Month Return 0.73%
3-Month Return 1.60%
1-Year Return 1.36%
3-Year Return 2.15%
5-Year Return 3.09%
10-Year Return N/A
LQDH expense ratio is 0.24%.

LQDH holdings

Top 10 Holdings (2.45% of Total Assets)

Name Symbol % Assets
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.31%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% N/A 0.31%
CVS Health Corp 5.05% N/A 0.29%
CVS Health Corp 4.3% N/A 0.28%
Microsoft Corporation 2.52% N/A 0.27%
T-Mobile USA, Inc. 3.88% N/A 0.21%
Wells Fargo & Company 5.01% N/A 0.21%
Goldman Sachs Group, Inc. 6.75% N/A 0.20%
AbbVie Inc. 4.25% N/A 0.19%
CVS Health Corp 4.78% N/A 0.18%

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