Data as of Oct 28, 2026.
IGSB vs LQD: Differences, Returns & Fees
On Aug 31, 2026 IGSB's duration was 2.7 years and LQD's 7.7; IGSB charges 0.04% to LQD's 0.14%.
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Net assets: $23.7bn on Oct 28, 2026 for iShares 1-5 Year Investment Grade Corporate Bond ETF, and $30.6bn on Oct 27, 2026 for iShares iBoxx $ Investment Grade Corporate Bond ETF.
Pair scorecard
IGSB costs 0.10 points a year less; their one-year returns differ by 4.7 points; LQD is 1.3 times larger.
| Measure | IGSB | LQD |
|---|---|---|
| Return | ||
| Total return, 1 year | +1.3% | −3.4% |
| Drawdown | ||
| Below its high | 6.3%, high on Sep 22, 2021 | |
| Benchmark | ||
| What it tracks | ICE BofA 1-5 Year US Corporate Index | Markit iBoxx USD Liquid Investment Grade Index |
| Cost and size | ||
| Expense ratio | 0.04% | 0.14% |
| Net assets, as of Oct 23, 2026 | $23.7bn | $30.2bn |
| Holdings | ||
| Holdings in common | 21% | |
Holdings in common uses holdings dated Aug 31, 2026. Method
Risk and return
Jan 19, 2007 to Oct 23, 2026 · 1,031 weekly returnsLQD returned more: +113.3% to +72.0%. IGSB swung less: 4.3% to 8.9%. IGSB fell less at its worst: −11.6% to −24.7%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGSB | LQD | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +72.0% | +113.3% | LQD | Price change plus distributions, reinvested. |
| Annualized | +2.8% | +3.9% | LQD | Total return as a yearly rate. |
| Price return | +2.8% | −2.8% | IGSB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 4.3% | 8.9% | IGSB | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 3.3% | 6.4% | IGSB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −11.6% | −24.7% | IGSB | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.29 | 0.29 | LQD (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.38 | 0.41 | LQD (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.24 | 0.16 | IGSB | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,031 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGSB and LQD hold 21% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.
half
21% in common
Only in one fund ↓
Side by side
IGSB and LQD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGSB and LQD do different jobs. What does each one do in a portfolio?
- What each follows. IGSB follows ICE BofA 1-5 Year US Corporate Index and LQD follows Markit iBoxx USD Liquid Investment Grade Index.
- Holdings in common. 21% of the weight is in the same securities (holdings dated Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IGSB returned +1.3% and LQD −3.4% with distributions reinvested, a gap of 4.7 points.
Data as of Oct 28, 2026.
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IGSB
IGSB tracks an index of 1-5 Year Investment Grade Corporate Bond. Over the year to Oct 28, 2026 it returned +1.3% with distributions reinvested. The prospectus expense ratio is 0.04% a year.
LQD
LQD tracks an index of US investment grade bonds. Over the year to Oct 28, 2026 it returned −3.4% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.14% a year. It sat 6.3% below its high of Sep 22, 2021 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IGSB or LQD?
- In the year to Oct 28, 2026, with distributions reinvested, IGSB returned +1.3% and LQD −3.4%.
- Which is cheaper, IGSB or LQD?
- IGSB is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
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How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IGSB against LQD, data as of Oct 28, 2026. https://etfiq.com/compare/any/igsb-vs-lqd
ETFIQ. (Oct 28, 2026). IGSB against LQD. Retrieved from https://etfiq.com/compare/any/igsb-vs-lqd
[IGSB against LQD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igsb-vs-lqd)
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