Compare · 2 funds side by side · dividends reinvested

IUSB and TAXF

IUSBiShares×TAXFAmerican Century×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,526TAXF · best of the two

02 / 04

IUSB and TAXF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B1.4

American Century Diversified Municipal Bond ETFBonds & Cash · Municipal0.25%3.90%+1.3%+1.6%+5.0%+1.0%−6.8%4.1%$772M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IUSB 2014 · TAXF 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$11,705

IUSB

TAXF

American Century Diversified Municipal Bond ETF · $772M$11,566

$10,000 three years ago, dividends reinvested

IUSBMeasureTAXF

+0.1%Year to dateJan 1 → Nov 9+1.3%

+0.5%1 yearTotal return+1.6%

+5.4%3 years · per year$10,000 became $11,705 · $11,566+5.0%

+0.3%5 years · per year$10,000 became $10,151 · $10,526+1.0%

0.06%Expense ratio$6 · $25 a year on $10k · lower is better0.25%

4.33%Trailing 12-mo yield$433 · $390 a year on $10k3.90%

−4.3%Worst dropSmaller is better−6.8%

3.9%VolatilityLower is calmer4.1%

IUSBTAXF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs TAXF: Top 5 Holdings

Today

IUSB

[…]in top 5

TAXF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IUSB vs TAXF Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

TAXFAmerican Century

+1.0%

5 years, per year

IUSBTAXFFaded: behind in that period

1–3TAXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IUSB vs TAXF

YTD

iSharesIUSB

+0.1%

TAXFAmerican Century

+1.3%

+0.1%Year to date+1.3%

−4.3%Worst drop · 1Y−6.8%

3.9%Volatility · 1Y4.1%

4.3%Yield3.9%

$50.5BAssets$772M

3–1IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, TAXF

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

TAXF0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IUSB, TAXF

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

TAXF3.90%$390

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

TAXF$390 − $25 = $365

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IUSB, TAXF

Today

[…]holdings […]

IUSBTAXF

IUSB—[…]

TAXF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%TAXF, at 4.1% volatility

IUSBWorst drop−4.3%3.9% vol

TAXFWorst drop−6.8%4.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBTAXF

+0.1%Year to date+1.3%

4.3%Yield3.9%

+0.5%Past year+1.6%

0.06%Fee0.25%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026