Data as of Oct 28, 2026.

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LQD vs SCHG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, LQD returned −3.4% to SCHG's +6.8%; 0% of their weight is in the same names.

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Net assets: $30.6bn on Oct 27, 2026 for iShares iBoxx $ Investment Grade Corporate Bond ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.

At a glance
−3.4%
LQD total return, 1 year
+6.8%
SCHG total return, 1 year
0.14%
LQD expense ratio
0.04%
SCHG expense ratio

Pair scorecard

SCHG costs 0.10 points a year less; their one-year returns differ by 10.2 points.

LQD vs SCHG: Differences, Returns & Fees
MeasureLQDSCHG
Return
Total return, 1 year−3.4%+6.8%
Drawdown
Below its high6.3%, high on Sep 22, 20213.5%, high on Oct 6, 2026
Benchmark
What it tracksMarkit iBoxx USD Liquid Investment Grade IndexDow Jones U.S. Large-Cap Growth Total Stock Market Index
Cost and size
Expense ratio0.14%0.04%
Net assets, LQD as of Oct 27, 2026 and SCHG as of Aug 31, 2026$30.6bn$63.0bn
Holdings
Holdings in common0%
In the S&P 500, by weight95%
Top ten holdings, share of the fund51.0%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, LQD and SCHG hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first LQD SCHG
Only in one fund ↓
Only in LQD
ANHEUSER-BUSCH COMPANIES LLC 0.20%
CVS HEALTH CORP 0.17%
SPACE EXPLORATION TECHNOLOGIES COR 144A 0.16%
T-MOBILE USA INC 0.16%
AMAZON.COM INC 0.14%
BOEING CO 0.14%
CITIGROUP INC 0.14%
GOLDMAN SACHS GROUP INC 0.14%
Only in SCHG
NVIDIA Corp 10.67%
Apple Inc 9.29%
Microsoft Corp 7.52%
Amazon.com Inc 5.07%
Alphabet Inc 3.97%
Broadcom Inc 3.50%
Alphabet Inc 3.16%
Eli Lilly & Co 2.93%
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Side by side

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF SCHG Schwab U.S. Large-Cap Growth ETF
Where it sits Bond ETF Stock ETF
What it is Tracks an index of US investment grade bonds Tracks an index of U.S. Large-Cap Growth
Total return, 1 year −3.4% +6.8%
Its benchmark over the same days −1.2% (IUSB) +13.7% (IVV)
Gap to its benchmark −2.2 pts vs IUSB −6.9 pts vs IVV
Expense ratio 0.14% 0.04%
Holdings 3191 192
Net assets, LQD as of Oct 27, 2026 and SCHG as of Aug 31, 2026 $30.6bn $63.0bn

LQD and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
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.

SCHG

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, LQD or SCHG?
In the year to Oct 28, 2026, with distributions reinvested, LQD returned −3.4% and SCHG +6.8%.
Which is cheaper, LQD or SCHG?
SCHG 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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ETFIQ, LQD against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/lqd-vs-schg

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