iShares iBoxx $ Investment Grade Corporate Bond ETF (Markit iBoxx USD Liquid Investment Grade) against iShares 5-10 Year Investment Grade Corporate Bond ETF (ICE BofA 5-10 Year US Corporate) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| LQD | IGIB | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | -1.29% | — | — |
| 1Y CAGR | +0.53% | — | — |
| 3Y CAGR | +4.77% | — | — |
| 5Y CAGR | -0.96% | — | — |
| 10Y CAGR | +2.03% | — | — |
| Since inception CAGR | +4.52% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is LQD minus IGIB. LQD since-inception measured from first available bar July 30, 2002. Since-inception spans differ — compare that row with care.
| LQD | IGIB | |
|---|---|---|
| Name | iShares iBoxx $ Investment Grade Corporate Bond ETF | iShares 5-10 Year Investment Grade Corporate Bond ETF |
| Category | Corporate Bond | Corporate Bond |
| Style | Passive | Passive |
| Expense ratio | 0.14% | — |
| Assets (AUM) | $33.0B | $18.6B |
| Dividend yield | 4.66% | 4.89% |
| Avg volume (3-mo) | 28.1M | 2.5M |
| Inception | July 22, 2002 | January 5, 2007 |
| Benchmark proxy | iBoxx $ Investment Grade Corp | S&P 500 |
| Shared holding | LQD | IGIB | MIN |
|---|---|---|---|
| XTSLABlackRock Cash Funds Treasury SL Agency | 0.83% | 1.42% | 0.83% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.