Compare · 2 funds side by side · dividends reinvested

CATF and IUSB

CATFAmerican Century×IUSBiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,705IUSB · best of the two

02 / 04

CATF and IUSB, 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%$50.4B1.3

American Century California Municipal Bond ETFBonds & Cash · Municipal0.25%3.55%+1.4%+1.7%[…][…]−6.3%4.1%$167M1.7

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: CATF 2024 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

American Century California Municipal Bond ETF · $167M[…]

CATF

IUSB

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

$10,000 five years ago, dividends reinvested

CATFMeasureIUSB

+1.4%Year to dateJan 1 → Nov 9+0.1%

+1.7%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

3.55%Trailing 12-mo yield$355 · $433 a year on $10k4.33%

−6.3%Worst dropSmaller is better−4.3%

4.1%VolatilityLower is calmer3.9%

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

2–4IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CATF vs IUSB: Top 5 Holdings

Today

CATF

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CATF vs IUSB Returns, Every Period

American CenturyCATF

+1.7%

past year

IUSBiShares

+0.5%

past year

CATFIUSBFaded: behind in that period

2–0CATF wins

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

CATF vs IUSB

YTD

American CenturyCATF

+1.4%

IUSBiShares

+0.1%

+1.4%Year to date+0.1%

−6.3%Worst drop · 1Y−4.3%

4.1%Volatility · 1Y3.9%

3.6%Yield4.3%

$167MAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: CATF, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

CATF0.25%$25

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

Yields: CATF, IUSB

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

CATF3.55%$355

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

CATF$355 − $25 = $330

KeptFee

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

Overlap: CATF, IUSB

Today

[…]holdings […]

CATFIUSB

CATF—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.7%CATF, at 4.1% volatility

IUSBWorst drop−4.3%3.9% vol

CATFWorst drop−6.3%4.1% vol

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

Paid More vs Made More

YTD

IUSBCATF

+0.1%Year to date+1.4%

4.3%Yield3.6%

+0.5%Past year+1.7%

0.06%Fee0.25%

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