Compare · 2 funds side by side · dividends reinvested

FIXD and IUSB

FIXDFirst Trust×IUSBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,984IUSB · best of the two

Story of the two · IncomeMost incomeFIXD · 4.87% · $487 a year on $10k

Story of the two · RiskSmallest drop

FIXD and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.0B1.1

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.87%−2.3%−2.2%+4.2%−1.0%−5.4%4.5%$2.8B1.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: FIXD 2017 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

YTD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,768

FIXD

IUSB

iShares Core Universal USD Bond ETF · $50.0B$9,882

$10,000 since Jan 1, dividends reinvested

FIXDMeasureIUSB

−2.3%

More Ways to See the Pairs

FIXD vs IUSB: Top 5 Holdings

Today

FIXD

0.3%in top 5

IUSB

in top 5[…]

FIXDStockIUSB

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

Cost, Income and Risk

Fees: FIXD, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FIXD0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FIXD, IUSB

1Y

4.87%highest, FIXD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

−1.2%

−2.2%1 yearTotal return−1.1%

+4.2%3 years · per year$10,000 became $11,314 · $11,480+4.7%

−1.0%5 years · per year$10,000 became $9,516 · $9,984−0.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

4.87%Trailing 12-mo yield$487 · $439 a year on $10k4.39%

−5.4%Worst dropSmaller is better−4.3%

4.5%VolatilityLower is calmer4.0%

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

1–7IUSB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

FIXD vs IUSB Returns, Every Period

5Y

First TrustFIXD

−1.0%

5 years, per year

IUSBiShares

−0.0%

5 years, per year

FIXDIUSBFaded: behind in that period

0–4IUSB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FIXD vs IUSB

YTD

First TrustFIXD

−2.3%

IUSBiShares

−1.2%

−2.3%Year to date−1.2%

−5.4%Worst drop · 1Y−4.3%

4.5%Volatility · 1Y4.0%

4.9%Yield4.4%

$2.8BAssets$50.0B

3–1IUSB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

FIXD4.87%$487

IUSB4.39%$439

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

Income After Fees on $10,000

1Y

$433most kept, IUSB

IUSB$439 − $6 = $433

FIXD$487 − $65 = $422

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FIXD, IUSB

Today

[…]holdings […]

FIXDIUSB

FIXD—[…]

IUSB[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−1.1%IUSB, at 4.0% volatility

IUSBWorst drop−4.3%4.0% vol

FIXDWorst drop−5.4%4.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDIUSB

−2.3%Year to date−1.2%

4.9%Yield4.4%

−2.2%Past year−1.1%

0.65%Fee0.06%

3–1IUSB wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FIXD and IUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two