IWM vs LQD
iShares Russell 2000 ETF vs iShares iBoxx Investment Grade Corporate Bond ETF
- • LQD has the lower expense ratio at 0.14% vs 0.19% for IWM.
- • LQD pays a higher dividend yield (4.55%).
Side-by-side metrics
| Metric | IWM | LQD |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.14% |
Dividend yield Trailing 12-month yield. | 0.91% | 4.55% |
AUM Assets under management — bigger funds are typically more liquid. | $76.88B | $30.92B |
YTD return | 16.72% | 0.60% |
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. | 1.30 | 1.34 |
P/E ratio | 19.42 | 32.88 |
Last price | $282.26 | $108.74 |
Inception | — | — |
Issuer | iShares | iShares |
IWM top holdings
| BE | Bloom Energy Corp Class A | 1.88% |
| CRDO | Credo Technology Group Holding Ltd | 0.85% |
| FN | Fabrinet | 0.75% |
| CDE | Coeur Mining Inc | 0.56% |
| NXT | Nextpower Inc Class A | 0.53% |
| SATS | EchoStar Corp Class A | 0.51% |
| TTMI | TTM Technologies Inc | 0.49% |
| IONQ | IonQ Inc Class A | 0.47% |
| STRL | Sterling Infrastructure Inc | 0.47% |
| AEIS | Advanced Energy Industries Inc | 0.44% |
LQD top holdings
| XTSLA | BlackRock Cash Funds Treasury SL Agency | 0.76% |
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $76.9B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.91%. Its largest holding is Bloom Energy Corp Class A (BE), which represents 1.9% of the portfolio. Real Estate is the fund's largest sector exposure at 6.1%.
About LQD
LQD (iShares iBoxx Investment Grade Corporate Bond ETF) is US investment-grade corporate bonds. Managed by iShares, the fund carries $30.9B in assets under management, an expense ratio of 0.14%, a dividend yield of 4.55%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 0.8% of the portfolio.