LQD vs IUSG

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

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

LQD vs IUSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LQD

$31B

IUSG

$30B

Expense Ratio

LQD

0.14%

Winner

IUSG

0.04%

Max Drawdown

Winner

LQD

30.46%

IUSG

65.79%

Sharpe Ratio

LQD

0.53

Winner

IUSG

1.82

5Y Beta

Winner

LQD

0.14

IUSG

1.19

P/E Ratio

LQD

N/A

IUSG

32.58

Forward P/E

LQD

N/A

IUSG

24.92

5Y Dividends CAGR

Winner

LQD

9.18%

IUSG

5.51%

5Y EPS CAGR

LQD

N/A

IUSG

36.38%

Debt to Equity

LQD

N/A

IUSG

23.74%

P/S Ratio

LQD

N/A

IUSG

7.57

P/B Ratio

LQD

N/A

IUSG

8.34

LQD vs IUSG - Historical Returns

Returns include dividend reinvestment.

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

LQD

-0.52%

Winner

IUSG

+11.99%

LQD

-1.54%

Winner

IUSG

+15.16%

LQD

+0.52%

Winner

IUSG

+14.17%

LQD

+6.51%

Winner

IUSG

+34.21%

5Y(CAGR)

LQD

+0.18%

Winner

IUSG

+16.02%

10Y(CAGR)

LQD

+2.53%

Winner

IUSG

+18.00%

Max(CAGR)

LQD

+4.48%

Winner

IUSG

+8.23%

LQD vs IUSG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

LQD vs IUSG Drawdown Comparison

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

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

The current LQD drawdown is -4.10%.

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

Correlation

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

0.83

-101

Dividend Comparison (2000 - 2026)

LQD vs IUSG dividend yield comparison.

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