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

In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, LQD or VBR?

LQD charges 0.14% a year and VBR charges 0.05%, so VBR 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 VBR: how they differ

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

iShares iBoxx $ Investment Grade Corporate Bond ETF and Vanguard Small-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, LQD and VBR 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 LQD	Only in VBR
BLK CSH FND TREASURY SL AGENCY 0.88%	Jabil Inc 0.87%
ANHEUSER-BUSCH COMPANIES LLC 0.12%	NRG Energy Inc 0.66%
DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%	Tapestry Inc 0.64%
CHARTER COMMUNICATIONS OPERATING L 144A 0.10%	Atmos Energy Corp 0.62%
JPMORGAN CHASE & CO MTN 0.09%	Williams-Sonoma Inc 0.59%
BRITISH TELECOMMUNICATIONS PLC 0.08%	Moderna Inc 0.54%
MORGAN STANLEY (FXD-FRN) MTN 0.08%	Smurfit Westrock PLC 0.52%
CITIGROUP INC (FX-FRN) 0.07%	F5 Inc 0.50%

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 Jun 30, 2026 and Sep 10, 2026.

LQD and VBR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	VBR Vanguard Small-Cap Value Index Fund
Where it sits	Core index fund	Core index fund
Issuer	iShares	Vanguard
What it is	US investment grade bonds	Small-Cap Value
Total return, 1 year	−2.7%	+16.3%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	−1.2 pts
Expense ratio	0.14%	0.05%
Holdings	3149	840

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.

VBR in plain words

VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, LQD or VBR?: In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or VBR?: LQD charges 0.14% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources