Which returned more over the last year, LQD or SDY?

In the year to Sep 12, 2026, with distributions reinvested, LQD returned −2.7% and SDY returned +11.0%, so SDY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, LQD or SDY?

LQD charges 0.14% a year and SDY charges 0.35%, so LQD is cheaper. Fees come from each fund's prospectus.

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 SDY: how they differ

LQD is a bond index fund and SDY an equity index fund, and over the year SDY returned more, +11.0% against −2.7%.

iShares iBoxx $ Investment Grade Corporate Bond ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.

LQD and SDY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	State Street
What it is	US investment grade bonds	SPDR S&P Dividend
Total return, 1 year	−2.7%	+11.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	−6.5 pts
Expense ratio	0.14%	0.35%
Holdings	not filed	155

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.

SDY in plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, LQD or SDY?: In the year to Sep 12, 2026, with distributions reinvested, LQD returned −2.7% and SDY returned +11.0%, so SDY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or SDY?: LQD charges 0.14% a year and SDY charges 0.35%, 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.

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

A comparison is not a recommendation. Standards and sources