Compare · 3 funds side by side · dividends reinvested

PBTP, IUSB and BND

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

02 / 04

PBTP, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco 0-5 Yr US TIPS ETFBonds & Cash · Treasuries0.07%4.01%+1.9%+2.2%+4.8%+2.9%−1.3%1.7%$254M1.8

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.5

Rank among the three1st → 3rdFee, 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: PBTP 2017 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco 0-5 Yr US TIPS ETF · $254M$11,542

PBTP

BND

Vanguard Total Bond Market ETF · $161B$9,990

$10,000 five years ago, dividends reinvested

PBTPMeasureBND

+1.9%Year to dateJan 1 → Nov 9+0.1%

+2.2%1 yearTotal return+0.3%

+4.8%3 years · per year$10,000 became $11,516 · $11,582+5.0%

+2.9%5 years · per year$10,000 became $11,542 · $9,990−0.0%

0.07%Expense ratio$7 · $3 a year on $10k · lower is better0.03%

4.01%Trailing 12-mo yield$401 · $412 a year on $10k4.12%

−1.3%Worst dropSmaller is better−4.5%

1.7%VolatilityLower is calmer4.0%

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

5–3PBTP wins

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

More Ways to See the Pairs

PBTP vs BND: Top 5 Holdings

Today

PBTP

0.0%in top 5

BND

in top 5[…]

PBTPStockBND

0.0%AGPXXnot top 5

Held in common[…]

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

PBTP vs BND Returns, Every Period

InvescoPBTP

+2.9%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

PBTPBNDFaded: behind in that period

3–1PBTP wins

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

PBTP vs IUSB

YTD

InvescoPBTP

+1.9%

IUSBiShares

+0.1%

+1.9%Year to date+0.1%

−1.3%Worst drop · 1Y−4.3%

1.7%Volatility · 1Y3.9%

4.0%Yield4.3%

$254MAssets$50.4B

3–1PBTP wins

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

Cost, Income and Risk

Fees: PBTP, IUSB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

PBTP0.07%$7

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

Yields: PBTP, IUSB, BND

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

BND4.12%$412

PBTP4.01%$401

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

BND$412 − $3 = $409

PBTP$401 − $7 = $394

KeptFee

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

Overlap: PBTP, IUSB, BND

Today

[…]holdings […]

PBTPIUSBBND

PBTP—[…][…]

IUSB[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.2%PBTP, at 1.7% volatility

PBTPWorst drop−1.3%1.7% vol

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

IUSBPBTP

+0.1%Year to date+1.9%

4.3%Yield4.0%

+0.5%Past year+2.2%

0.06%Fee0.07%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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