Compare · 3 funds side by side · dividends reinvested

IUSB, SHM and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,567SHM · best of the three

02 / 04

IUSB, SHM 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%$50.4B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+2.1%+3.4%+1.1%−2.7%1.8%$3.5B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.5

Rank among the three1st → 3rdFee, 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: IUSB 2014 · SHM 2007 · 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

BND

Vanguard Total Bond Market ETF · $161B$10,007

$10,000 since Jan 1, dividends reinvested

IUSBMeasureBND

+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 · $11,761+5.6%

+0.3%5 years · per year$10,000 became $10,142 · $9,983−0.0%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

4.33%Trailing 12-mo yield$433 · $412 a year on $10k4.12%

−4.3%Worst dropSmaller is better−4.5%

3.9%VolatilityLower is calmer4.0%

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

7–1IUSB 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 BND: Top 5 Holdings

Today

IUSB

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs BND Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

IUSBBNDFaded: behind in that period

4–0IUSB wins

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

IUSB vs BND

YTD

iSharesIUSB

+0.2%

BNDVanguard

+0.1%

+0.2%Year to date+0.1%

−4.3%Worst drop · 1Y−4.5%

3.9%Volatility · 1Y4.0%

4.3%Yield4.1%

$50.4BAssets$161B

4–0IUSB wins

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

Cost, Income and Risk

Fees: IUSB, SHM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

SHM0.20%$20

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

Yields: IUSB, SHM, BND

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

BND4.12%$412

SHM2.70%$270

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

BND$412 − $3 = $409

SHM$270 − $20 = $250

KeptFee

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

Overlap: IUSB, SHM, BND

Today

[…]holdings […]

IUSBSHMBND

IUSB—[…][…]

SHM[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.1%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% 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

IUSBSHM

+0.2%Year to date+1.3%

4.3%Yield2.7%

+0.6%Past year+2.1%

0.06%Fee0.20%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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