Compare · 2 funds side by side · dividends reinvested

FIAX and IUSB

FIAXNicholasx×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,151IUSB · best of the two

02 / 04

FIAX and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nicholas Fixed Income Alternative ETFBonds & Cash · Other bonds0.97%8.15%+3.3%+4.4%+4.1%[…]−2.4%4.1%$121M1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: FIAX 2022 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

FIAX

Nicholas Fixed Income Alternative ETF · $121M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureFIAX

+0.1%Year to dateJan 1 → Nov 9+3.3%

+0.5%1 yearTotal return+4.4%

+5.4%3 years · per year$10,000 became $11,705 · $11,265+4.1%

+0.3%5 years · per year$10,000 became $10,151 · […][…]

0.06%Expense ratio$6 · $97 a year on $10k · lower is better0.97%

4.33%Trailing 12-mo yield$433 · $815 a year on $10k8.15%

−4.3%Worst dropSmaller is better−2.4%

3.9%VolatilityLower is calmer4.1%

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

3–4FIAX wins

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

More Ways to See the Pairs

IUSB vs FIAX: Top 5 Holdings

Today

IUSB

[…]in top 5

FIAX

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs FIAX Returns, Every Period

iSharesIUSB

+0.5%

past year

FIAXNicholasx

+4.4%

past year

IUSBFIAXFaded: behind in that period

1–2FIAX wins

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

IUSB vs FIAX

YTD

iSharesIUSB

+0.1%

FIAXNicholasx

+3.3%

+0.1%Year to date+3.3%

−4.3%Worst drop · 1Y−2.4%

3.9%Volatility · 1Y4.1%

4.3%Yield8.2%

$50.5BAssets$121M

3–1FIAX wins

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

Cost, Income and Risk

Fees: FIAX, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FIAX0.97%$97

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

Yields: FIAX, IUSB

8.15%highest, FIAX

FundTrailing yieldYield$10k

FIAX8.15%$815

IUSB4.33%$433

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

Income After Fees on $10,000

$718most kept, FIAX

FIAX$815 − $97 = $718

IUSB$433 − $6 = $427

KeptFee

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

Overlap: FIAX, IUSB

Today

[…]holdings […]

FIAXIUSB

FIAX—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+4.4%FIAX, at 4.1% volatility

IUSBWorst drop−4.3%3.9% vol

FIAXWorst drop−2.4%4.1% vol

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

Paid More vs Made More

YTD

FIAXIUSB

+3.3%Year to date+0.1%

8.2%Yield4.3%

+4.4%Past year+0.5%

0.97%Fee0.06%

3–1FIAX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026