LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
Covered call on SPY, paying monthly
Over the year to Sep 11, 2026, LQDW paid 10.7% in cash and still finished 16.2 points behind SPY.
Key facts
ETFIQ Return Stability Score
19.8149th of 162
LQDW paid 10.7% in cash. Its price fell 9.3%, so 87% of what you were paid came back out of your own capital.
Was the payout funded by returns, or by your own capital?
10.8% of the 162 sit at or below LQDW on this measure.
28.7% of the 162 sit at or below LQDW on this measure.
Weighted evenly, those two positions are what the score combines, across the 162 income ETFs writing on an index or proxy. Neither spread above is the score: a fund can sit further right on one and score lower. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
| What it measures | This fund | Its percentile | Weight |
|---|---|---|---|
| against its benchmark | −16.2 pts | 10.8 | 50% |
| what happened to the principal | −9.3% | 28.7 | 50% |
61st of 71 income ETFs writing on SPY, by return against it 62nd of 371 income ETFs by net assets
What a holder got
Over the year to Sep 11, 2026, LQDW returned +1.3% with distributions reinvested and S&P 500 (SPY), used as a default proxy returned +17.5%, so a holder came out behind it by 16.2 points. The lighter segment is the 10.7% that arrived as cash rather than as price.
Period by period
| Window | Cash paid | Price | Total return | SPY | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 2.3% | −4.1% | −1.9% | +3.3% | −5.2 pts |
| 6 months | 5.0% | −4.2% | +0.7% | +16.0% | −15.3 pts |
| 1 year | 10.7% | −9.3% | +1.3% | +17.5% | −16.2 pts |
| 3 years | 36.4% | −28.4% | +10.3% | +77.9% | −67.6 pts |
| Since launch | 46.4% | −42.2% | +8.1% | +95.1% | −87.0 pts |
When LQDW pays
LQDW pays monthly. The last distribution was $0.1546 a share, which went ex on Sep 2, 2026, with payment about 2 days later. The next has not been declared. On its own cadence of about 30 days the ex-date falls near Oct 2, 2026; that date is an ETFIQ projection, not the issuer’s.
| Ex-date | Pay date | Amount | Basis |
|---|---|---|---|
| Oct 2, 2026 | Oct 5, 2026 | $0.1546 | ETFIQ projection from the fund’s own cadence |
Every distribution ETFIQ holds for LQDW (13, most recent first)
| Ex-date | Amount |
|---|---|
| Sep 2, 2026 | $0.1546 |
| Aug 4, 2026 | $0.2008 |
| Jul 2, 2026 | $0.1906 |
| Jun 2, 2026 | $0.1839 |
| May 4, 2026 | $0.1668 |
| Apr 2, 2026 | $0.3032 |
| Mar 3, 2026 | $0.1627 |
| Feb 3, 2026 | $0.2178 |
| Dec 23, 2025 | $0.2665 |
| Dec 2, 2025 | $0.2662 |
| Nov 4, 2025 | $0.339 |
| Oct 2, 2025 | $0.2363 |
| Sep 3, 2025 | $0.2441 |
Every income ETF going ex-dividend in the next fortnight
In plain words
Since it launched on Aug 22, 2022, LQDW has returned +8.1% with distributions reinvested, against +95.1% for S&P 500 (SPY), used as a default proxy, and has paid out 46.4% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 8.1%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.
| Strategy | covered call |
|---|---|
| Benchmark | S&P 500 (SPY), used as a default proxy (proxy) |
| Pays | monthly |
| Net assets (source, as filed for Apr 30, 2026) | $269m |
| Latest payout, annualized (ETFIQ) | 8.1% |
| Expense ratio | not read by ETFIQ |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 11.7% |
| Launched | Aug 22, 2022 |
| Pays | monthly |
| Typical gap between ex-dates | 30 days |
| Typical wait from ex-date to payment | 2 days |
| Last paid, per share | $0.1546 ex Sep 2, 2026 |
| Sum of the last 12 distributions | $2.6884 |
Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed
Questions people ask
- How much has LQDW paid over the last year?
- Over the year to Sep 11, 2026, LQDW paid 10.7% of its starting price in cash distributions, while the price fell 9.3%.
- Is LQDW ahead of SPY?
- Over the year to Sep 11, 2026, with every distribution reinvested, LQDW returned +1.3% against +17.5% for S&P 500 (SPY), used as a default proxy, so a holder was behind it by 16.2 points.
- How often does LQDW pay, and how much?
- LQDW pays monthly. The latest distribution annualizes to 8.1% at its price on Sep 11, 2026, which is not a promise; the next one can differ.
- When does LQDW next pay a distribution?
- LQDW pays monthly. The last distribution went ex on Sep 2, 2026 at $0.1546 a share. The next is not declared; on a cadence of about 30 days the ex-date falls near Oct 2, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 2 days.
The words on this page
- Total return
- What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
- Cash paid
- Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
- Ahead or behind
- The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
- Return of capital
- The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
- Covered call
- Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.
Every term used here, defined in full on the income ETFs vocabulary page.
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.
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Where LQDW is written about
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Cite this page. ETFIQ, LQDW, income ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/LQDW Free to use with attribution; the underlying files are at Open data.