Compare · 2 funds side by side · dividends reinvested

FIXD and IUSB

FIXDFirst Trust×IUSBiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,774IUSB · best of the two

02 / 04

FIXD and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.1

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.6%+5.1%−0.8%−5.4%4.4%$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 6, 2026 · returns include dividends · since: FIXD 2017 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,630

FIXD

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

FIXDMeasureIUSB

−1.2%Year to dateJan 1 → Nov 6+0.1%

−0.6%1 yearTotal return+0.8%

+5.1%3 years · per year$10,000 became $11,606 · $11,774+5.6%

−0.8%5 years · per year$10,000 became $9,630 · $10,138+0.3%

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

4.82%Trailing 12-mo yield$482 · $434 a year on $10k4.34%

−5.4%Worst dropSmaller is better−4.3%

4.4%VolatilityLower is calmer3.9%

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

1–7IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 6, 2026 · share of each fund

FIXD vs IUSB Returns, Every Period

First TrustFIXD

−0.8%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

FIXDIUSBFaded: behind in that period

0–4IUSB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FIXD vs IUSB

YTD

First TrustFIXD

−1.2%

IUSBiShares

+0.1%

−1.2%Year to date+0.1%

−5.4%Worst drop · 1Y−4.3%

4.4%Volatility · 1Y3.9%

4.8%Yield4.3%

$2.8BAssets$50.4B

3–1IUSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

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 6, 2026 · fee on $10,000 a year

Yields: FIXD, IUSB

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

IUSB4.34%$434

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

FIXD$482 − $65 = $417

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FIXD, IUSB

Today

[…]holdings […]

FIXDIUSB

FIXD—[…]

IUSB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

FIXDWorst drop−5.4%4.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDIUSB

−1.2%Year to date+0.1%

4.8%Yield4.3%

−0.6%Past year+0.8%

0.65%Fee0.06%

3–1IUSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026