Compare · 2 funds side by side · dividends reinvested

BLST and IUSB

BLSTBluemonte×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,113IUSB · best of the two

02 / 04

BLST and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Short Term Bond ETFBonds & Cash · Core aggregate0.28%3.96%+0.5%+1.2%[…][…]−2.3%2.4%$173M1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−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 4, 2026 · returns include dividends · since: BLST 2025 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Short Term Bond ETF · $173M[…]

BLST

IUSB

iShares Core Universal USD Bond ETF · $50.3B$10,113

$10,000 five years ago, dividends reinvested

BLSTMeasureIUSB

+0.5%Year to dateJan 1 → Nov 4−0.0%

+1.2%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,881+5.9%

[…]5 years · per year$10,000 became […] · $10,113+0.2%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

3.96%Trailing 12-mo yield$396 · $434 a year on $10k4.34%

−2.3%Worst dropSmaller is better−4.3%

2.4%VolatilityLower is calmer3.9%

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

4–2BLST wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLST vs IUSB: Top 5 Holdings

Today

BLST

99.4%in top 5

IUSB

in top 5[…]

BLSTStockIUSB

54.8%BSVnot top 5

24.8%BKAGnot top 5

19.9%VCSHnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BLST vs IUSB Returns, Every Period

BluemonteBLST

+1.2%

past year

IUSBiShares

+0.5%

past year

BLSTIUSBFaded: behind in that period

2–0BLST wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BLST vs IUSB

YTD

BluemonteBLST

+0.5%

IUSBiShares

−0.0%

+0.5%Year to date−0.0%

−2.3%Worst drop · 1Y−4.3%

2.4%Volatility · 1Y3.9%

4.0%Yield4.3%

$173MAssets$50.3B

3–1BLST wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLST, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

BLST0.28%$28

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BLST, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

BLST3.96%$396

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

BLST$396 − $28 = $368

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BLST, IUSB

Today

[…]holdings […]

BLSTIUSB

BLST—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.2%BLST, at 2.4% volatility

BLSTWorst drop−2.3%2.4% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBBLST

−0.0%Year to date+0.5%

4.3%Yield4.0%

+0.5%Past year+1.2%

0.06%Fee0.28%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026