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

In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and XLRE returned +5.6%, so XLRE returned more. One year is one year; the longer windows are in the table.

Which is cheaper, LQD or XLRE?

LQD charges 0.14% a year and XLRE charges 0.08%, so XLRE 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 XLRE: how they differ

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

iShares iBoxx $ Investment Grade Corporate Bond ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, LQD and XLRE 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 XLRE
BLK CSH FND TREASURY SL AGENCY 0.88%	WELLTOWER INC 11.71%
ANHEUSER-BUSCH COMPANIES LLC 0.12%	PROLOGIS INC 8.96%
DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%	EQUINIX INC 7.10%
CHARTER COMMUNICATIONS OPERATING L 144A 0.10%	AMERICAN TOWER CORP 5.67%
JPMORGAN CHASE & CO MTN 0.09%	VIVMARK RESIDENTIAL 5.06%
BRITISH TELECOMMUNICATIONS PLC 0.08%	DIGITAL REALTY TRUST INC 5.04%
MORGAN STANLEY (FXD-FRN) MTN 0.08%	SIMON PROPERTY GROUP INC 4.67%
CITIGROUP INC (FX-FRN) 0.07%	VENTAS INC 4.66%

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 XLRE on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	State Street
What it is	US investment grade bonds	Real estate
Total return, 1 year	−2.7%	+5.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	−11.9 pts
Expense ratio	0.14%	0.08%
Holdings	3149	32

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.

XLRE in plain words

XLRE is an index equity fund tracking the Real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 61.9%. It sat 5.6% below its high of Jul 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, LQD or XLRE?: In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and XLRE returned +5.6%, so XLRE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or XLRE?: LQD charges 0.14% a year and XLRE charges 0.08%, so XLRE 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 XLRE, 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 XLRE, data as of Sep 13, 2026. https://etfiq.com/compare/any/lqd-vs-xlre Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources