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LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF

Price: $134.62
Change: $0.34 (0.0%)
Category: Corporate Bonds
Last Updated:

Vitals

Investment Themes

Trading Data

Open - Volume -
Day Lo - Day Hi -
  • Open
  • Volume
  • Day Lo
  • Day Hi
  • 52 Week Lo $103.26
  • 52 Week Hi $138.78
  • AUM $56,486.1 M
  • Shares 420.6 M

Analyst Report

This ETF is the most popular option for investors looking to gain exposure to investment grade corporate bonds, making it a useful tool for those looking to access a corner of the bond market that should be a core component of any long-term, buy-and-hold portfolio. LQD is probably of limited use for short term traders, who will prefer to utilize more extreme ends of the risk spectrum to capitalize off of short term movements in asset prices and risk tolerance. This ETF should, however, be very useful to those building a long-term portfolio; exposure to corporate bonds can deliver attractive yields without excessive risks. LQD can specifically be helpful for those with holdings in AGG or BND, beefing up the relatively minor allocations those aggregate products make to corporate debt (those ETFs are dominated by government bonds). While LQD is spread out across the maturity spectrum, investors do have options for more granular exposure to long term (VCLT) or short term (SCPB, VCSH) corporate debt.

LQD is extremely cost efficient, and offers an impressively deep underlying portfolio of fixed income securities. But there are some interesting alternatives out there that may make more sense for certain investors. CBND, for example, offers similar exposure but uses a unique weighting methodology that may be more appealing. Whereas LQD gives the largest weightings to the biggest issues of debt, CBND uses fundamental factors such as return on assets and interest coverage ratio to determine the weightings assigned.

Historical Trading Data

  • 1 Month Avg. Volume 11,818,957
  • 3 Month Avg. Volume 11,302,687

Alternative ETFs in the Corporate Bonds Category

Type Symbol Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest VCIT 0.05% $39.8 B 2 M 7.11%
Largest (AUM) VCIT 0.05% $39.8 B 2 M 7.11%
Most Liquid (Volume) VCIT 0.05% $39.8 B 2 M 7.11%
Top YTD Performer LKOR 0.22% $46.5 M 3,511 10.00%

Top 15 Holdings

Concentration Analysis

This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.

2323
Number of Holdings
3.94%
% Assets in Top 10
4.85%
% Assets in Top 15
9.68%
% Assets in Top 50
Number of Holdings
2323

% Assets in Top 10
3.94%

% Assets in Top 15
4.85%

% Assets in Top 50
9.68%

Sector Breakdown

Asset Percentage
Corporate debt 98.58%
ETF Cash Component 1.42%
Bond Sector Percentage
Corporate 98.58%
ETF Cash Component 1.42%
Maturity Percentage
Less Than 1 Year 0.0%
1-3 Years 0.03%
3-5 Years 16.41%
5-7 Years 17.71%
7-10 Years 19.41%
10-15 Years 5.65%
15-20 Years 9.6%
20-30 Years 25.42%
30+ Years 4.35%
ETF Cash Component 1.42%
Asset Percentage
Corporate debt 98.58%
ETF Cash Component 1.42%

LQD Valuation

This section shows how the P/E multiple of this ETF compares to the peer group ETFdb.com Category.

P/E Ratio
No Ranking Available
Rank
N/A
Low
N/A
High
N/A

LQD Dividend

This section shows how the dividend yield of this ETF compares to the peer group ETFdb.com Category.

Dividend
$0.29
Dividend Date
2020-10-01
Annual Dividend Rate
$3.86

$0.29
Dividend
2020-10-01
Dividend Date
$3.86
Annual Dividend Rate
Annual Dividend Yield
2.88%

LQD Fund Flows

View charts featuring ETF fund flow data.

5 Day Net Flows: 295.81 M 1 Month Net Flows: 326.21 M 3 Month Net Flows: 270.86 M 6 Month Net Flows: 8.13 B 1 Year Net Flows: 17.32 B 3 Year Net Flows: 12.19 B 5 Year Net Flows: 25.87 B 10 Year Net Flows: 34.74 B

Realtime Rating

The adjacent table shows a Realtime Rating for several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, highlights the best rated ETF in the Corporate Bonds category for each metric. To view information on how the ETFdb Realtime Ratings work, click here.

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+ n/a
Expenses B+ n/a
Performance B- n/a
Volatility B- n/a
Dividend A- n/a
Concentration A n/a

A+ Overall Rated ETF: IBDR

LQD Expenses & Fees

This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.

Expenses Ratio Analysis

ETF Average
0.535%
ETF Wtd. Average
0.18%
Category Average
0.19%
Expense Ratio
0.15%
ESG Themes and Scores
5.24/10
ESG Score
34.26%
Global Percentile
45.63%
Peer Percentile
    • Revenue Exposure to Environmental Impact (%)
      1.22%
      Higher is better, no ESG score impact
    • Severe Environment Controversies (%)
      4.54%
      Lower improves ESG score
    • Sustainable Impact Solutions (%)
      2.97%
      Higher is better, no ESG score impact
    • Weighted Average Carbon Intensity (Tons of CO2e / $M Sales)
      145.24
      Higher is worse, no ESG score impact
    • Fossil Fuel Reserves (%)
      6.77%
      Higher is worse, no ESG score impact
    • High Impact Fossil Fuel Reserves (%)
      6.74%
      Higher is worse, no ESG score impact
    • Water Stress High Risk Business Segment (%)
      8.57%
      Lower improves ESG score
    • Water Stress High Risk Geography (%)
      67.51%
      Lower improves ESG score
    • Water Stress Exposure Moderate (%)
      29.7%
      Lower improves ESG score
    • Water Stress Exposure High (%)
      10.86%
      Lower improves ESG score
    • Water Stress Exposure Low (%)
      56.95%
      Higher improves ESG score
    • Revenue Exposure to Energy Efficiency (%)
      0.79%
      Higher is better, no ESG score impact
    • Revenue Exposure to Alternative Energy (%)
      0.18%
      Higher is better, no ESG score impact
    • Revenue Exposure to Green Building (%)
      0.17%
      Higher is better, no ESG score impact
    • Revenue Exposure to Pollution Prevention (%)
      0.04%
      Higher is better, no ESG score impact
    • Revenue Exposure to Water Sustainability (%)
      0.02%
      Higher is better, no ESG score impact
    • Revenue Exposure to Social Impact (%)
      1.75%
      Higher is better, no ESG score impact
    • Sustainable Impact Solutions (%)
      2.97%
      Higher is better, no ESG score impact
    • SRI Exclusion Criteria (%)
      10.81%
      Higher is worse, no ESG score impact
    • Revenue Exposure to Affordable Real Estate (%)
      0.05%
      Higher is better, no ESG score impact
    • Revenue Exposure to Education (%)
      0.0%
      Higher is better, no ESG score impact
    • Revenue Exposure to Major Disease Treatment (%)
      1.19%
      Higher is better, no ESG score impact
    • Revenue Exposure to Nutrition (%)
      0.25%
      Higher is better, no ESG score impact
    • Revenue Exposure to Sanitation (%)
      0.17%
      Higher is better, no ESG score impact
    • Revenue Exposure to SME Finance (%)
      0.09%
      Higher is better, no ESG score impact
    • Human Rights Norms Violation (%)
      1.98%
      Higher is worse, no ESG score impact
    • Human Rights Norms Violation OR Watch List (%)
      23.47%
      Higher is worse, no ESG score impact
    • Severe Human Rights Controversies (%)
      6.24%
      Lower improves ESG score
    • Labor Norms Violation (%)
      0.8%
      Higher is worse, no ESG score impact
    • Labor Norms Violation OR Watch List (%)
      19.23%
      Higher is worse, no ESG score impact
    • Severe Labor Controversies (%)
      29.56%
      Lower improves ESG score
    • Severe Customer Controversies (%)
      31.15%
      Lower improves ESG score
    • Global Compact Compliance Violation (%)
      2.9%
      Higher is worse, no ESG score impact
    • Global Compact Compliance Violation OR Watch List (%)
      18.11%
      Higher is worse, no ESG score impact
    • Catholic Values Fail (%)
      21.88%
      Higher is worse, no ESG score impact
    • Islamic Non-Compliant (%)
      81.18%
      Higher is worse, no ESG score impact
    • Adult Entertainment Involvement (%)
      10.99%
      Higher is worse, no ESG score impact
    • Alcohol Involvement (%)
      15.56%
      Higher is worse, no ESG score impact
    • Gambling Involvement (%)
      8.54%
      Higher is worse, no ESG score impact
    • Nuclear Power Involvement (%)
      4.6%
      Higher is worse, no ESG score impact
    • Tobacco Involvement (%)
      10.93%
      Higher is worse, no ESG score impact
    • Weapons Involvement (%)
      6.09%
      Higher is worse, no ESG score impact
    • Controversies Weapons Involvement (%)
      1.62%
      Higher is worse, no ESG score impact
    • Civilian Firearms Involvement (%)
      1.14%
      Higher is worse, no ESG score impact
    • Civilian Firearms Retailer (%)
      0.8%
      Higher is worse, no ESG score impact
    • Civilian Firearms Producer (%)
      0.34%
      Higher is worse, no ESG score impact
    • Direct Predatory Lending Involvement (%)
      1.11%
      Higher is worse, no ESG score impact
    • Genetic Engineering Involvement (%)
      1.53%
      Higher is worse, no ESG score impact
    • Severe Governance Controversies (%)
      28.78%
      Lower improves ESG score
    • Board Flag (%)
      11.03%
      Lower improves ESG score
    • Lack of Independent Board Majority (%)
      5.31%
      Lower improves ESG score
    • Board Independence (0-25%) (%)
      0.0%
      Lower improves ESG score
    • Board Independence (25-50%) (%)
      4.65%
      Lower improves ESG score
    • Board Independence (50-75%) (%)
      13.34%
      Higher improves ESG score
    • Board Independence (75-100%) (%)
      61.11%
      Higher improves ESG score
    • No Female Directors (%)
      0.6%
      Lower improves ESG score
    • Three OR More Female Directors (%)
      80.91%
      Higher improves ESG score
    • Females Represent 30% of Directors (%)
      52.2%
      Higher improves ESG score
    • Entrenched Board (%)
      16.47%
      Lower improves ESG score
    • Overboarding (%)
      61.99%
      Lower improves ESG score
    • Negative Director Votes (%)
      35.76%
      Lower improves ESG score
    • Ownership AND Control Flag (%)
      18.83%
      Lower improves ESG score
    • One Share One Vote (%)
      11.54%
      Lower improves ESG score
    • No Annual Director Elections (%)
      5.9%
      Lower improves ESG score
    • Does Not Use Majority Voting (%)
      67.76%
      Lower improves ESG score
    • Significant Votes Against Pay Practices (%)
      32.15%
      Lower improves ESG score
    • Controlling Shareholder (%)
      9.23%
      Lower improves ESG score
    • Controlling Shareholder Concerns (%)
      5.63%
      Lower improves ESG score
    • Cross Shareholdings (%)
      0.82%
      Lower improves ESG score
    • Poison Pill (%)
      0.83%
      Lower improves ESG score
    • Pay Flag (%)
      0.44%
      Lower improves ESG score
    • No Pay Performance Link (%)
      4.55%
      Lower improves ESG score
    • Lack of Internal Pay Equity (%)
      19.92%
      Lower improves ESG score
    • Executive Pay Non-Disclosure (%)
      0.39%
      Lower improves ESG score
    • Accounting Flag (%)
      41.21%
      Lower improves ESG score

LQD Performance

This section shows how this ETF has performed relative to its peer group ETFdb.com Category.

-0.53%
1 Week Return
0.52%
4 Week Return
-1.90%
13 Week Return
5.06%
26 Week Return
7.48%
Year to Date Return
8.81%
1 Year Return
22.79%
3 Year Return
32.74%
5 Year Return
1 Week Return
-0.53%

4 Week Return
0.52%

13 Week Return
-1.90%

26 Week Return
5.06%

Year to Date Return
7.48%

1 Year Return
8.81%

3 Year Return
22.79%

5 Year Return
32.74%

LQD Price and Volume Chart

LQD Technicals

Volatility Analysis

This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.

5 Day Volatility
80.54%
Rank
24 of 81

20 Day Volatility
3.85%
Rank
15 of 81

50 Day Volatility
5.21%
Rank
10 of 79

200 Day Volatility
5.99%
Rank
10 of 76

Beta
0.2
Rank
29 of 77

Standard Deviation
5.86%
Rank
1 of 74

Technicals

  • 20 Day MA $134.84
  • 60 Day MA $135.44
  • MACD 15 Period -0.29
  • MACD 100 Period -0.29
  • Williams % Range 10 Day 73.56
  • Williams % Range 20 Day 65.64
  • RSI 10 Day 44
  • RSI 20 Day 47
  • RSI 30 Day 49
  • Ultimate Oscillator 34

Bollinger Brands

  • Lower Bollinger (10 Day) $134.18
  • Upper Bollinger (10 Day) $136.11
  • Lower Bollinger (20 Day) $133.91
  • Upper Bollinger (20 Day) $135.78
  • Lower Bollinger (30 Day) $133.87
  • Upper Bollinger (30 Day) $136.03

Support & Resistance

  • Support Level 1 $134.37
  • Support Level 2 $134.12
  • Resistance Level 1 $134.80
  • Resistance Level 2 $134.98

Stochastic

  • Stochastic Oscillator %D (1 Day) 41.24
  • Stochastic Oscillator %D (5 Day) 24.45
  • Stochastic Oscillator %K (1 Day) 32.67
  • Stochastic Oscillator %K (5 Day) 30.50

Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

Disclosures

Copyright © 2020 FactSet Research Systems Inc. All rights reserved.

Copyright MSCI ESG Research LLC [2018]. All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at https://www.msci.com/esg-fund-metrics.
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