IYR vs LQD
iShares US Real Estate ETF vs iShares iBoxx Investment Grade Corporate Bond ETF
- • LQD has the lower expense ratio at 0.14% vs 0.38% for IYR.
- • LQD pays a higher dividend yield (4.55%).
Side-by-side metrics
| Metric | IYR | LQD |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.38% | 0.14% |
Dividend yield Trailing 12-month yield. | 2.19% | 4.55% |
AUM Assets under management — bigger funds are typically more liquid. | $4.09B | $30.92B |
YTD return | 10.31% | 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. | 1.07 | 1.34 |
P/E ratio | 28.72 | 32.88 |
Last price | $102.56 | $108.74 |
Inception | — | — |
Issuer | iShares | iShares |
IYR top holdings
| WELL | Welltower Inc | 10.14% |
| PLD | Prologis Inc | 9.14% |
| EQIX | Equinix Inc | 4.80% |
| DLR | Digital Realty Trust Inc | 4.78% |
| SPG | Simon Property Group Inc | 4.63% |
| AMT | American Tower Corp | 4.31% |
| O | Realty Income Corp | 4.28% |
| PSA | Public Storage | 3.52% |
| VTR | Ventas Inc | 3.08% |
| CBRE | CBRE Group Inc Class A | 3.06% |
LQD top holdings
| XTSLA | BlackRock Cash Funds Treasury SL Agency | 0.76% |
About IYR
IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.1B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.19%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 99.3%.
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.