Compare · 2 funds side by side · dividends reinvested

IUSB and SDFI

IUSBiShares×SDFIAlliance Bernstein×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,909IUSB · best of the two

02 / 04

IUSB and SDFI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.56%+1.6%+2.5%[…][…]−1.6%1.9%$192M1.2

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IUSB 2014 · SDFI 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.3B$10,142

IUSB

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSDFI

+0.2%Year to dateJan 1 → Nov 5+1.6%

+0.6%1 yearTotal return+2.5%

+6.0%3 years · per year$10,000 became $11,909 · […][…]

+0.3%5 years · per year$10,000 became $10,142 · […][…]

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

4.33%Trailing 12-mo yield$433 · $456 a year on $10k4.56%

−4.3%Worst dropSmaller is better−1.6%

3.9%VolatilityLower is calmer1.9%

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

1–5SDFI wins

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

More Ways to See the Pairs

IUSB vs SDFI: Top 5 Holdings

Today

IUSB

[…]in top 5

SDFI

in top 50.0%

IUSBStockSDFI

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IUSB vs SDFI Returns, Every Period

iSharesIUSB

+0.6%

past year

SDFIAlliance Bernstein

+2.5%

past year

IUSBSDFIFaded: behind in that period

0–2SDFI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IUSB vs SDFI

YTD

iSharesIUSB

+0.2%

SDFIAlliance Bernstein

+1.6%

+0.2%Year to date+1.6%

−4.3%Worst drop · 1Y−1.6%

3.9%Volatility · 1Y1.9%

4.3%Yield4.6%

$50.3BAssets$192M

4–0SDFI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, SDFI

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SDFI0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IUSB, SDFI

4.56%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.56%$456

IUSB4.33%$433

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SDFI$456 − $30 = $426

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IUSB, SDFI

Today

[…]holdings […]

IUSBSDFI

IUSB—[…]

SDFI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%SDFI, at 1.9% volatility

SDFIWorst drop−1.6%1.9% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SDFIIUSB

+1.6%Year to date+0.2%

4.6%Yield4.3%

+2.5%Past year+0.6%

0.30%Fee0.06%

3–1SDFI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026