Data as of Oct 28, 2026.

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LQD vs SCHH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, LQD returned −3.4% to SCHH's +8.7%; 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 $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.

At a glance
−3.4%
LQD total return, 1 year
+8.7%
SCHH total return, 1 year
0.14%
LQD expense ratio
0.07%
SCHH expense ratio

Pair scorecard

SCHH costs 0.07 points a year less; their one-year returns differ by 12.1 points.

LQD vs SCHH: Differences, Returns & Fees
MeasureLQDSCHH
Return
Total return, 1 year−3.4%+8.7%
Drawdown
Below its high6.3%, high on Sep 22, 20218.5%, high on Jul 24, 2026
Benchmark
What it tracksMarkit iBoxx USD Liquid Investment Grade IndexUS REIT
Cost and size
Expense ratio0.14%0.07%
Net assets, LQD as of Oct 27, 2026 and SCHH as of Aug 31, 2026$30.6bn$11.2bn
Holdings
Holdings in common0%
In the S&P 500, by weight74%
Top ten holdings, share of the fund51.6%

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 SCHH 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 SCHH
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 SCHH
Welltower Inc 11.05%
Prologis Inc 8.79%
Simon Property Group Inc 4.59%
Digital Realty Trust Inc 4.54%
Equinix Inc 4.27%
American Tower Corp 4.24%
Realty Income Corp 4.02%
Public Storage 3.62%
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Side by side

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF SCHH Schwab U.S. REIT ETF
Where it sits Bond ETF Stock ETF
What it is Tracks an index of US investment grade bonds Tracks an index of US REIT
Total return, 1 year −3.4% +8.7%
Its benchmark over the same days −1.2% (IUSB) not measured
Gap to its benchmark −2.2 pts vs IUSB not measured
Expense ratio 0.14% 0.07%
Holdings 3191 117
Net assets, LQD as of Oct 27, 2026 and SCHH as of Aug 31, 2026 $30.6bn $11.2bn

LQD and SCHH 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.

SCHH

SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, LQD or SCHH?
In the year to Oct 28, 2026, with distributions reinvested, LQD returned −3.4% and SCHH +8.7%.
Which is cheaper, LQD or SCHH?
SCHH is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, LQD against SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/lqd-vs-schh

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