Compare · 2 funds side by side · dividends reinvested

IUSB and SMBS

IUSBiShares×SMBSSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,560IUSB · best of the two

Story of the two · IncomeMost incomeSMBS · 5.32% · $532 a year on $10k

Story of the two · RiskSmallest drop

IUSB and SMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.32%−0.4%+0.2%[…][…]−5.2%4.8%$6.4B1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.2%+5.0%+0.1%−4.3%3.9%$50.3B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: IUSB 2014 · SMBS 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.3B$10,070

IUSB

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSMBS

−0.5%

More Ways to See the Pairs

IUSB vs SMBS: Top 5 Holdings

Today

IUSB

[…]in top 5

SMBS

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IUSB vs SMBS Returns, Every Period

1Y

iSharesIUSB

−0.2%

past year

Cost, Income and Risk

Fees: IUSB, SMBS

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

IUSB0.06%$6

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

Yields: IUSB, SMBS

1Y

5.32%highest, SMBS

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

−0.4%

−0.2%1 yearTotal return+0.2%

+5.0%3 years · per year$10,000 became $11,560 · […][…]

+0.1%5 years · per year$10,000 became $10,070 · […][…]

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

4.36%Trailing 12-mo yield$436 · $532 a year on $10k5.32%

−4.3%Worst dropSmaller is better−5.2%

3.9%VolatilityLower is calmer4.8%

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

2–4SMBS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SMBSSchwab

+0.2%

past year

IUSBSMBSFaded: behind in that period

0–2SMBS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IUSB vs SMBS

YTD

iSharesIUSB

−0.5%

SMBSSchwab

−0.4%

−0.5%Year to date−0.4%

−4.3%Worst drop · 1Y−5.2%

3.9%Volatility · 1Y4.8%

4.4%Yield5.3%

$50.3BAssets$6.4B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

SMBS5.32%$532

IUSB4.36%$436

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$529most kept, SMBS

SMBS$532 − $3 = $529

IUSB$436 − $6 = $430

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IUSB, SMBS

Today

[…]holdings […]

IUSBSMBS

IUSB—[…]

SMBS[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+0.2%SMBS, at 4.8% volatility

IUSBWorst drop−4.3%3.9% vol

SMBSWorst drop−5.2%4.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMBSIUSB

−0.4%Year to date−0.5%

5.3%Yield4.4%

+0.2%Past year−0.2%

0.03%Fee0.06%

4–0SMBS wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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IUSB and SMBS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two