iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

109.42 0.61%
Dec 05 close; Powered by Koyfin
Pros
10-year return above the benchmark
15-year return above the benchmark
Low expense ratio
Cons
Low net assets
3-year return below the benchmark
5-year return below the benchmark

Pros

  1. LQD 10-year return is 1.34%, which is in line with the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
  2. 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%.
  3. LQD expense ratio is 0.14%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. LQD net assets are $0.00 million. This fund is not a popular choice with retail investors.
  2. LQD 3-year return is -4.91%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
  3. LQD 5-year return is -0.17%, which is lower than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.