IUSG vs LQD

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF).

5-Year PerformanceIUSG has outperformed LQD, delivering a return of +16.0% compared to +0.2%

IUSG vs LQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSG(ETF)	LQD(ETF)
Net Assets	$30B	$31B
Expense Ratio	0.04%	0.14%
Max Drawdown	65.79%	30.46%
Sharpe Ratio	1.82	0.53
5Y Beta	1.19	0.14
P/E Ratio	32.58	N/A
Forward P/E	24.92	N/A
5Y Dividends CAGR	5.51%	9.18%
5Y EPS CAGR	36.38%	N/A
Debt to Equity	23.74%	N/A
P/S Ratio	7.57	N/A
P/B Ratio	8.34	N/A

Net Assets

IUSG

$30B

Winner

LQD

$31B

Expense Ratio

Winner

IUSG

0.04%

LQD

0.14%

Max Drawdown

IUSG

65.79%

Winner

LQD

30.46%

Sharpe Ratio

Winner

IUSG

1.82

LQD

0.53

5Y Beta

IUSG

1.19

Winner

LQD

0.14

P/E Ratio

IUSG

32.58

LQD

N/A

Forward P/E

IUSG

24.92

LQD

N/A

5Y Dividends CAGR

IUSG

5.51%

Winner

LQD

9.18%

5Y EPS CAGR

IUSG

36.38%

LQD

N/A

Debt to Equity

IUSG

23.74%

LQD

N/A

P/S Ratio

IUSG

7.57

LQD

N/A

P/B Ratio

IUSG

8.34

LQD

N/A

IUSG vs LQD - Historical Returns

Returns include dividend reinvestment.

Period	IUSG	LQD
1 month	+11.99%	-0.52%
3 months	+15.16%	-1.54%
6 months	+14.17%	+0.52%
1 year	+34.21%	+6.51%
5 years(CAGR)	+16.02%	+0.18%
10 years(CAGR)	+18.00%	+2.53%
Max(CAGR)	+8.23%	+4.48%

Winner

IUSG

+11.99%

LQD

-0.52%

Winner

IUSG

+15.16%

LQD

-1.54%

Winner

IUSG

+14.17%

LQD

+0.52%

Winner

IUSG

+34.21%

LQD

+6.51%

5Y(CAGR)

Winner

IUSG

+16.02%

LQD

+0.18%

10Y(CAGR)

Winner

IUSG

+18.00%

LQD

+2.53%

Max(CAGR)

Winner

IUSG

+8.23%

LQD

+4.48%

IUSG vs LQD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IUSG	LQD
2026	+11.63%	+0.11%
2025	+21.33%	+7.89%
2024	+36.86%	+1.55%
2023	+30.83%	+8.65%
2022	-29.33%	-17.05%
2021	+33.12%	-1.34%
2020	+31.02%	+10.74%
2019	+30.94%	+17.00%
2018	-1.58%	-3.14%
2017	+25.94%	+6.96%
2016	+9.35%	+6.27%
2015	+5.40%	-1.60%
2014	+13.35%	+8.00%
2013	+30.64%	-2.22%
2012	+13.49%	+10.67%
2011	+0.87%	+9.31%
2010	+15.79%	+8.75%
2009	+32.45%	+9.58%
2008	-37.63%	+1.20%
2007	+11.12%	+3.95%
2006	+7.90%	+3.65%
2005	+5.85%	+0.51%
2004	+6.64%	+6.48%
2003	+26.11%	+8.29%
2002	-28.32%	+9.86%
2001	-14.40%	N/A
2000	-19.48%	N/A

IUSG vs LQD Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current LQD drawdown is -4.10%.

Rank	IUSG	LQD
#1	-63.40% Sep 1, 2000 - Aug 1, 2013	-24.96% Sep 22, 2021 - Oct 20, 2022
#2	-32.35% Feb 19, 2020 - Jul 6, 2020	-21.76% Mar 6, 2020 - Jun 10, 2020
#3	-32.21% Dec 27, 2021 - Feb 29, 2024	-21.54% May 1, 2008 - Jan 9, 2009
#4	-22.28% Jan 23, 2025 - Jun 24, 2025	-10.86% Jan 9, 2009 - Jun 25, 2009
#5	-20.69% Oct 1, 2018 - Apr 23, 2019	-8.70% Jun 13, 2003 - Mar 5, 2004
#6	-14.84% Jul 20, 2015 - Jul 11, 2016	-8.57% May 1, 2013 - May 1, 2014
#7	-13.07% Oct 29, 2025 - Apr 15, 2026	-7.66% Mar 17, 2004 - Sep 16, 2004
#8	-12.54% Jul 10, 2024 - Oct 11, 2024	-6.64% Dec 31, 2020 - Aug 3, 2021
#9	-10.96% Sep 2, 2020 - Dec 1, 2020	-6.03% Feb 2, 2015 - Apr 1, 2016
#10	-9.87% Jan 26, 2018 - Jun 5, 2018	-5.86% Sep 6, 2016 - Jun 14, 2017
#11	-8.61% Feb 12, 2021 - Apr 5, 2021	-5.63% Dec 29, 2017 - Mar 12, 2019
#12	-7.30% Sep 2, 2014 - Oct 31, 2014	-5.23% Nov 4, 2010 - May 5, 2011
#13	-7.18% Sep 3, 2021 - Oct 26, 2021	-4.85% Aug 31, 2005 - Sep 19, 2006
#14	-6.73% Mar 22, 2024 - May 14, 2024	-4.66% Nov 4, 2011 - Jan 17, 2012
#15	-6.41% Apr 29, 2019 - Jun 19, 2019	-4.34% Sep 27, 2002 - Nov 7, 2002

Correlation

Correlation between IUSG and LQD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

IUSG vs LQD dividend yield comparison.

Year	IUSG	LQD
2026	0.09%	1.53%
2025	0.54%	4.48%
2024	0.59%	4.45%
2023	1.12%	3.99%
2022	1.07%	3.30%
2021	0.59%	2.30%
2020	0.93%	2.66%
2019	1.64%	3.29%
2018	1.32%	3.67%
2017	1.28%	3.10%
2016	1.48%	3.34%
2015	1.29%	3.47%
2014	1.21%	3.39%
2013	1.22%	3.83%
2012	1.56%	3.83%
2011	1.31%	4.39%
2010	1.17%	4.87%
2009	1.30%	5.50%
2008	1.49%	5.37%
2007	0.85%	5.45%
2006	0.82%	5.04%
2005	0.84%	4.76%
2004	1.03%	4.66%
2003	0.66%	4.96%
2002	0.81%	2.26%
2001	0.36%	0.00%
2000	0.06%	0.00%