Compare · 2 funds side by side · dividends reinvested

IUSB and FIXD

IUSBiShares×FIXDFirst Trust×

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

IUSB and FIXD, 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: IUSB 2014 · FIXD 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

FIXD

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

$10,000 five years ago, dividends reinvested

IUSBMeasureFIXD

+0.1%Year to dateJan 1 → Nov 6−1.2%

+0.8%1 yearTotal return−0.6%

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

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

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

4.34%Trailing 12-mo yield$434 · $482 a year on $10k4.82%

−4.3%Worst dropSmaller is better−5.4%

3.9%VolatilityLower is calmer4.4%

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

7–1IUSB wins

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

More Ways to See the Pairs

IUSB vs FIXD: Top 5 Holdings

Today

IUSB

[…]in top 5

FIXD

in top 50.3%

IUSBStockFIXD

not top 5XELLL0.2%

not top 5JXN-PA0.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IUSB vs FIXD Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

FIXDFirst Trust

−0.8%

5 years, per year

IUSBFIXDFaded: behind in that period

4–0IUSB wins

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

IUSB vs FIXD

YTD

iSharesIUSB

+0.1%

FIXDFirst Trust

−1.2%

+0.1%Year to date−1.2%

−4.3%Worst drop · 1Y−5.4%

3.9%Volatility · 1Y4.4%

4.3%Yield4.8%

$50.4BAssets$2.8B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, FIXD

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: IUSB, FIXD

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: IUSB, FIXD

Today

[…]holdings […]

IUSBFIXD

IUSB—[…]

FIXD[…]—

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