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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWC vs LQD: how they differ

IWC and LQD hold 0% of their weight in the same names, and IWC returned more over the year.

iShares Micro-Cap ETF and iShares iBoxx $ Investment Grade Corporate Bond ETF.

What they hold in common

By the books each fund has filed, IWC and LQD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWCOnly in LQD
CAREDX 0.61%BLK CSH FND TREASURY SL AGENCY 0.88%
SELLAS LIFE SCIENCES GROUP INC 0.60%ANHEUSER-BUSCH COMPANIES LLC 0.12%
NURIX THERAPEUTICS 0.59%DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%
PENGUIN SOLUTIONS INC 0.58%CHARTER COMMUNICATIONS OPERATING L 144A 0.10%
OUSTER 0.52%JPMORGAN CHASE & CO MTN 0.09%
VIRIDIAN THERAPEUTICS ORS 0.48%BRITISH TELECOMMUNICATIONS PLC 0.08%
INTERFACE 0.47%MORGAN STANLEY (FXD-FRN) MTN 0.08%
MBX BIOSCIENCES 0.45%CITIGROUP INC (FX-FRN) 0.07%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.

IWC and LQD on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWC
iShares Micro-Cap ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell MicrocapUS investment grade bonds
Total return, 1 year+31.3%−2.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+13.8 pts−20.2 pts
Expense rationot published0.14%
Holdings12523149

IWC in plain words

IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1252 positions, with the top ten at 5.1%. It sat 5.0% 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, IWC or LQD?
In the year to Sep 13, 2026, with distributions reinvested, IWC returned +31.3% and LQD returned −2.7%, so IWC returned more. One year is one year; the longer windows are in the table.

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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.

IWC against LQD, ETFIQ, data as of Sep 13, 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, IWC against LQD, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwc-vs-lqd Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources