Compare · 2 funds side by side · dividends reinvested

IUSB and BLST

IUSBiShares×BLSTBluemonte×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,142IUSB · best of the two

02 / 04

IUSB and BLST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Short Term Bond ETFBonds & Cash · Core aggregate0.28%3.95%+0.7%+1.4%[…][…]−2.3%2.4%$173M1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−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 5, 2026 · returns include dividends · since: IUSB 2014 · BLST 2025

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$10,142

$10,000 five years ago, dividends reinvested

BLSTMeasureIUSB

+0.7%Year to dateJan 1 → Nov 5+0.2%

+1.4%1 yearTotal return+0.6%

[…]3 years · per year$10,000 became […] · $11,909+6.0%

[…]5 years · per year$10,000 became […] · $10,142+0.3%

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

3.95%Trailing 12-mo yield$395 · $433 a year on $10k4.33%

−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 5, 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

54.7%BSVnot top 5

24.8%BKAGnot top 5

19.9%VCSHnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BLST vs IUSB Returns, Every Period

BluemonteBLST

+1.4%

past year

IUSBiShares

+0.6%

past year

BLSTIUSBFaded: behind in that period

2–0BLST wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BLST vs IUSB

YTD

BluemonteBLST

+0.7%

IUSBiShares

+0.2%

+0.7%Year to date+0.2%

−2.3%Worst drop · 1Y−4.3%

2.4%Volatility · 1Y3.9%

3.9%Yield4.3%

$173MAssets$50.3B

3–1BLST wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, BLST

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

BLST0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IUSB, BLST

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

BLST3.95%$395

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

BLST$395 − $28 = $367

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IUSB, BLST

Today

[…]holdings […]

IUSBBLST

IUSB—[…]

BLST[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.4%BLST, at 2.4% volatility

BLSTWorst drop−2.3%2.4% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBBLST

+0.2%Year to date+0.7%

4.3%Yield3.9%

+0.6%Past year+1.4%

0.06%Fee0.28%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026