Compare · 2 funds side by side · dividends reinvested

IUSB and SHM

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,174SHM · best of the two

02 / 04

IUSB and SHM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.1%+1.7%+3.4%+1.1%−2.7%1.8%$3.5B1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IUSB 2014 · SHM 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.1B$10,113

IUSB

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,542

$10,000 five years ago, dividends reinvested

IUSBMeasureSHM

−0.0%Year to dateJan 1 → Nov 4+1.1%

+0.5%1 yearTotal return+1.7%

+5.9%3 years · per year$10,000 became $11,881 · $11,066+3.4%

+0.2%5 years · per year$10,000 became $10,113 · $10,542+1.1%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.34%Trailing 12-mo yield$434 · $271 a year on $10k2.71%

−4.3%Worst dropSmaller is better−2.7%

3.9%VolatilityLower is calmer1.8%

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

3–5SHM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs SHM: Top 5 Holdings

Today

IUSB

[…]in top 5

SHM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IUSB vs SHM Returns, Every Period

iSharesIUSB

+0.2%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

IUSBSHMFaded: behind in that period

1–3SHM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IUSB vs SHM

YTD

iSharesIUSB

−0.0%

SHMSPDR

+1.1%

−0.0%Year to date+1.1%

−4.3%Worst drop · 1Y−2.7%

3.9%Volatility · 1Y1.8%

4.3%Yield2.7%

$50.1BAssets$3.5B

3–1SHM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, SHM

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SHM0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IUSB, SHM

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

SHM2.71%$271

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

SHM$271 − $20 = $251

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IUSB, SHM

Today

[…]holdings […]

IUSBSHM

IUSB—[…]

SHM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.7%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSHM

−0.0%Year to date+1.1%

4.3%Yield2.7%

+0.5%Past year+1.7%

0.06%Fee0.20%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026