Compare · 2 funds side by side · dividends reinvested

IUSB and FMB

IUSBiShares×FMBFirst Trust×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,115FMB · best of the two

02 / 04

IUSB and FMB, 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%$50.4B1.5

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.72%+0.8%+1.2%+4.4%+0.7%−6.8%3.6%$1.9B1.5

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 · FMB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,151

IUSB

FMB

First Trust Managed Municipal ETF · $1.9B$10,331

$10,000 five years ago, dividends reinvested

IUSBMeasureFMB

+0.1%Year to dateJan 1 → Nov 9+0.8%

+0.5%1 yearTotal return+1.2%

+5.4%3 years · per year$10,000 became $11,705 · $11,377+4.4%

+0.3%5 years · per year$10,000 became $10,151 · $10,331+0.7%

0.06%Expense ratio$6 · $39 a year on $10k · lower is better0.39%

4.33%Trailing 12-mo yield$433 · $372 a year on $10k3.72%

−4.3%Worst dropSmaller is better−6.8%

3.9%VolatilityLower is calmer3.6%

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

4–4Level

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 FMB: Top 5 Holdings

Today

IUSB

[…]in top 5

FMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs FMB Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

FMBFirst Trust

+0.7%

5 years, per year

IUSBFMBFaded: behind in that period

1–3FMB wins

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

IUSB vs FMB

YTD

iSharesIUSB

+0.1%

FMBFirst Trust

+0.8%

+0.1%Year to date+0.8%

−4.3%Worst drop · 1Y−6.8%

3.9%Volatility · 1Y3.6%

4.3%Yield3.7%

$50.4BAssets$1.9B

2–2level

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

Cost, Income and Risk

Fees: IUSB, FMB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FMB0.39%$39

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

Yields: IUSB, FMB

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

FMB3.72%$372

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

FMB$372 − $39 = $333

KeptFee

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

Overlap: IUSB, FMB

Today

[…]holdings […]

IUSBFMB

IUSB—[…]

FMB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.2%FMB, at 3.6% volatility

FMBWorst drop−6.8%3.6% vol

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

IUSBFMB

+0.1%Year to date+0.8%

4.3%Yield3.7%

+0.5%Past year+1.2%

0.06%Fee0.39%

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%

$120BAssets$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