IWM vs LQD
iShares Russell 2000 ETF vs iShares iBoxx Investment Grade Corporate Bond ETF
IWM$283.55
iShares Russell 2000 ETF
US small-cap stocks (Russell 2000).
Expense: 0.19%Yield: 0.98%
LQD$103.94
iShares iBoxx Investment Grade Corporate Bond ETF
US investment-grade corporate bonds.
Expense: 0.14%Yield: 4.85%
Quick take
- • LQD has the lower expense ratio at 0.14% vs 0.19% for IWM.
- • LQD pays a higher dividend yield (4.85%).
Side-by-side metrics
| Metric | IWM | LQD |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.14% |
Dividend yield Trailing 12-month yield. | 0.98% | 4.85% |
AUM Assets under management — bigger funds are typically more liquid. | $75.49B | $32.00B |
YTD return | 15.54% | -1.22% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.26 | 1.32 |
P/E ratio | 16.52 | — |
Last price | $283.55 | $103.94 |
Inception | — | — |
Issuer | iShares | iShares |
IWM top holdings
Top holdings · IWM
| GKOS | Glaukos Corp | 0.46% |
| BTSG | BrightSpring Health Services Inc | 0.38% |
| FROG | JFrog Ltd Ordinary Shares | 0.35% |
| TWST | Twist Bioscience Corp | 0.34% |
| MOG-A | Moog Inc Class A | 0.34% |
| UMBF | UMB Financial Corp | 0.33% |
| VSAT | Viasat Inc | 0.33% |
| SM | SM Energy Co | 0.33% |
| EAT | Brinker International Inc | 0.31% |
| RHP | Ryman Hospitality Properties Inc | 0.30% |
Sector breakdown · IWM
Real Estate6.5%
Consumer Cyclical9.1%
Basic Materials4.1%
Consumer Defensive2.6%
Technology14.0%
Communication Services2.2%
Financial Services18.2%
Utilities2.8%
Industrials12.7%
Energy6.8%
Healthcare21.0%
LQD top holdings
Top holdings · LQD
| XTSLA | BlackRock Cash Funds Treasury SL Agency | 0.45% |
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $75.5B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.98%. Its largest holding is Glaukos Corp (GKOS), which represents 0.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.
About LQD
LQD (iShares iBoxx Investment Grade Corporate Bond ETF) is US investment-grade corporate bonds. Managed by iShares, the fund carries $32.0B in assets under management, an expense ratio of 0.14%, a dividend yield of 4.85%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 0.5% of the portfolio.