Compare · 2 funds side by side · dividends reinvested

IUSB and BDBT

IUSBiShares×BDBTBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,138IUSB · best of the two

02 / 04

IUSB and BDBT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.0

Bluemonte Core Bond ETFBonds & Cash · Core aggregate0.28%4.15%−0.2%+0.5%[…][…]−4.4%4.0%$500M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IUSB 2014 · BDBT 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

BDBT

Bluemonte Core Bond ETF · $500M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureBDBT

+0.1%Year to dateJan 1 → Nov 6−0.2%

+0.8%1 yearTotal return+0.5%

+5.6%3 years · per year$10,000 became $11,774 · […][…]

+0.3%5 years · per year$10,000 became $10,138 · […][…]

0.06%Expense ratio$6 · $28 a year on $10k · lower is better0.28%

4.34%Trailing 12-mo yield$434 · $415 a year on $10k4.15%

−4.3%Worst dropSmaller is better−4.4%

3.9%VolatilityLower is calmer4.0%

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

6–0IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs BDBT: Top 5 Holdings

Today

IUSB

[…]in top 5

BDBT

in top 589.6%

IUSBStockBDBT

not top 5SCHR24.9%

not top 5IAGG20.0%

not top 5BKAG19.8%

not top 5MBB14.9%

not top 5VCSH9.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IUSB vs BDBT Returns, Every Period

iSharesIUSB

+0.8%

past year

BDBTBluemonte

+0.5%

past year

IUSBBDBTFaded: behind in that period

2–0IUSB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IUSB vs BDBT

YTD

iSharesIUSB

+0.1%

BDBTBluemonte

−0.2%

+0.1%Year to date−0.2%

−4.3%Worst drop · 1Y−4.4%

3.9%Volatility · 1Y4.0%

4.3%Yield4.1%

$50.4BAssets$500M

4–0IUSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, BDBT

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

BDBT0.28%$28

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IUSB, BDBT

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

BDBT4.15%$415

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

BDBT$415 − $28 = $387

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IUSB, BDBT

Today

[…]holdings […]

IUSBBDBT

IUSB—[…]

BDBT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

BDBTWorst drop−4.4%4.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBBDBT

+0.1%Year to date−0.2%

4.3%Yield4.1%

+0.8%Past year+0.5%

0.06%Fee0.28%

4–0IUSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026