LQD vs SCHB

iShares iBoxx Investment Grade Corporate Bond ETF vs Schwab US Broad Market ETF

Quick take
  • SCHB has the lower expense ratio at 0.03% vs 0.14% for LQD.
  • LQD pays a higher dividend yield (4.55%).

Side-by-side metrics

MetricLQDSCHB
Expense ratio
Annual fee. Lower is better.
0.14%0.03%
Dividend yield
Trailing 12-month yield.
4.55%1.07%
AUM
Assets under management — bigger funds are typically more liquid.
$30.92B$40.99B
YTD return
0.60%8.34%
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.
1.341.04
P/E ratio
32.8826.72
Last price
$108.74$28.21
Inception
Issuer
iSharesSchwab

LQD top holdings

Top holdings · LQD
XTSLABlackRock Cash Funds Treasury SL Agency0.76%

SCHB top holdings

Top holdings · SCHB
NVDANVIDIA Corp7.38%
AAPLApple Inc5.76%
MSFTMicrosoft Corp4.58%
AMZNAmazon.com Inc3.73%
GOOGLAlphabet Inc Class A2.96%
AVGOBroadcom Inc2.79%
GOOGAlphabet Inc Class C2.36%
METAMeta Platforms Inc Class A2.12%
TSLATesla Inc1.52%
BRK-BBerkshire Hathaway Inc Class B1.27%
Sector breakdown · SCHB
Real Estate2.4%
Consumer Cyclical10.1%
Basic Materials2.0%
Consumer Defensive4.6%
Technology34.4%
Communication Services10.1%
Financial Services12.2%
Utilities2.3%
Industrials9.4%
Energy3.7%
Healthcare8.9%

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.

About SCHB

SCHB (Schwab US Broad Market ETF) is Total US equity market. Managed by Schwab, the fund carries $41.0B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.07%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.4% of the portfolio. Real Estate is the fund's largest sector exposure at 2.4%.