Compare · 4 funds side by side · dividends reinvested

DFIP, MUB, IUSB and BND

DFIPDimensional×MUBiShares×IUSBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,414MUB · best of the four

02 / 04

DFIP, MUB, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.4B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B2.7

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFIP 2021 · MUB 2007 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

iShares Core Universal USD Bond ETF · $50.4B$10,016

IUSB

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B$9,995

$10,000 since Jan 1, dividends reinvested

IUSBMeasureDFIP

+0.2%Year to dateJan 1 → Nov 5−0.1%

+0.6%1 yearTotal return−0.4%

+6.0%3 years · per year$10,000 became $11,909 · $11,548+4.9%

+0.3%5 years · per year$10,000 became $10,142 · […][…]

0.06%Expense ratio$6 · $11 a year on $10k · lower is better0.11%

4.33%Trailing 12-mo yield$433 · $531 a year on $10k5.31%

−4.3%Worst dropSmaller is better−4.3%

3.9%VolatilityLower is calmer3.7%

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

4–2IUSB wins

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

More Ways to See the Pairs

IUSB vs DFIP: Top 5 Holdings

Today

IUSB

[…]in top 5

DFIP

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IUSB vs DFIP Returns, Every Period

iSharesIUSB

+0.6%

past year

DFIPDimensional

−0.4%

past year

IUSBDFIPFaded: behind in that period

3–0IUSB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IUSB vs DFIP

YTD

iSharesIUSB

+0.2%

DFIPDimensional

−0.1%

+0.2%Year to date−0.1%

−4.3%Worst drop · 1Y−4.3%

3.9%Volatility · 1Y3.7%

4.3%Yield5.3%

$50.4BAssets$1.1B

2–1DFIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, MUB, IUSB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

IUSB0.06%$6

DFIP0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, MUB, IUSB, BND

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

IUSB4.33%$433

BND4.12%$412

MUB3.27%$327

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IUSB$433 − $6 = $427

BND$412 − $3 = $409

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, MUB, IUSB, BND

Today

[…]holdings […]

DFIPMUBIUSBBND

DFIP—[…][…][…]

MUB[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+0.9%MUB, at 3.7% volatility

DFIPWorst drop−4.3%3.7% vol

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPMUB

−0.1%Year to date+0.5%

5.3%Yield3.3%

−0.4%Past year+0.9%

0.11%Fee0.05%

3–1MUB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026