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

In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and SHV returned +3.6%, so SHV returned more. One year is one year; the longer windows are in the table.

Which is cheaper, LQD or SHV?

LQD charges 0.14% a year and SHV charges 0.15%, so LQD is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

LQD vs SHV: how they differ

LQD and SHV hold 1% of their weight in the same names, and SHV returned more over the year.

iShares iBoxx $ Investment Grade Corporate Bond ETF and iShares 0-1 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, LQD and SHV hold 1% of their money in the same securities at the same weight.

Positions LQD and SHV both hold, largest shared weight first
Holding	LQD	SHV
BLK CSH FND TREASURY SL AGENCY	0.88%	1.04%

Largest positions each one holds and the other does not
Only in LQD	Only in SHV
ANHEUSER-BUSCH COMPANIES LLC 0.12%	TREASURY NOTE 0.47%
DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%	TREASURY BILL 0.06%
CHARTER COMMUNICATIONS OPERATING L 144A 0.10%
JPMORGAN CHASE & CO MTN 0.09%
BRITISH TELECOMMUNICATIONS PLC 0.08%
MORGAN STANLEY (FXD-FRN) MTN 0.08%
CITIGROUP INC (FX-FRN) 0.07%
MORGAN STANLEY PRIVATE BANK NA 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.

LQD and SHV on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	SHV iShares 0-1 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	US investment grade bonds	0-1 Year Treasury Bond
Total return, 1 year	−2.7%	+3.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	−13.9 pts
Expense ratio	0.14%	0.15%
Holdings	3149	66

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.

SHV in plain words

SHV is a bond fund tracking the 0-1 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +3.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, LQD or SHV?: In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and SHV returned +3.6%, so SHV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or SHV?: LQD charges 0.14% a year and SHV charges 0.15%, so LQD is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

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

A comparison is not a recommendation. Standards and sources