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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

LQD vs SCHG: how they differ

LQD is a bond index fund and SCHG an equity index fund, and over the year SCHG returned more, +12.7% against −2.7%.

iShares iBoxx $ Investment Grade Corporate Bond ETF and Schwab U.S. Large-Cap Growth ETF.

LQD and SCHG on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isUS investment grade bondsU.S. Large-Cap Growth
Total return, 1 year−2.7%+12.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−20.2 pts−4.8 pts
Expense ratio0.14%0.04%
Holdingsnot filed193

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.

SCHG in plain words

SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.

Questions people ask

Which returned more over the last year, LQD or SCHG?
In the year to Sep 12, 2026, with distributions reinvested, LQD returned −2.7% and SCHG returned +12.7%, so SCHG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or SCHG?
LQD charges 0.14% a year and SCHG charges 0.04%, so SCHG 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.

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

A comparison is not a recommendation. Standards and sources