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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWO vs LQD: how they differ

IWO is an equity index fund and LQD a bond index fund, and over the year IWO returned more, +17.0% against −2.7%.

iShares Russell 2000 Growth ETF and iShares iBoxx $ Investment Grade Corporate Bond ETF.

IWO and LQD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWO
iShares Russell 2000 Growth ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell 2000 GrowthUS investment grade bonds
Total return, 1 year+17.0%−2.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.5 pts−20.2 pts
Expense ratio0.24%0.14%
Holdings1133not filed

IWO in plain words

IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1133 positions, with the top ten at 6.1%. It sat 7.1% below its high of Aug 14, 2026 on Sep 11, 2026.

LQD in plain words

LQD is a bond fund tracking the US investment grade bonds. Over the year to Sep 11, 2026 it returned −2.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.14% a year. It sat 6.4% below its high of Sep 22, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWO or LQD?
In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and LQD returned −2.7%, so IWO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWO or LQD?
IWO charges 0.24% a year and LQD charges 0.14%, so LQD is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWO against LQD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWO against LQD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWO-LQD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources