Compare · 3 funds side by side · dividends reinvested

IUSB, FMB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

IUSB, FMB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B2.1

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.73%+0.5%+0.9%+4.7%+0.6%−6.8%3.6%$1.9B2.3

Rank among the three1st → 3rdFee, 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 · FMB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.3B$10,142

IUSB

FMB

First Trust Managed Municipal ETF · $1.9B$10,298

$10,000 five years ago, dividends reinvested

IUSBMeasureFMB

+0.2%Year to dateJan 1 → Nov 5+0.5%

+0.6%1 yearTotal return+0.9%

+6.0%3 years · per year$10,000 became $11,909 · $11,477+4.7%

+0.3%5 years · per year$10,000 became $10,142 · $10,298+0.6%

0.06%Expense ratio$6 · $39 a year on $10k · lower is better0.39%

4.33%Trailing 12-mo yield$433 · $373 a year on $10k3.73%

−4.3%Worst dropSmaller is better−6.8%

3.9%VolatilityLower is calmer3.6%

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

4–4Level

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

More Ways to See the Pairs

IUSB vs FMB: Top 5 Holdings

Today

IUSB

[…]in top 5

FMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs FMB Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

FMBFirst Trust

+0.6%

5 years, per year

IUSBFMBFaded: behind in that period

1–3FMB wins

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

IUSB vs FMB

YTD

iSharesIUSB

+0.2%

FMBFirst Trust

+0.5%

+0.2%Year to date+0.5%

−4.3%Worst drop · 1Y−6.8%

3.9%Volatility · 1Y3.6%

4.3%Yield3.7%

$50.3BAssets$1.9B

2–2level

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

Cost, Income and Risk

Fees: IUSB, FMB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

FMB0.39%$39

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

Yields: IUSB, FMB, SGOV

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

FMB3.73%$373

SGOV3.63%$363

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

FMB$373 − $39 = $334

KeptFee

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

Overlap: IUSB, FMB, SGOV

Today

[…]holdings […]

IUSBFMBSGOV

IUSB—[…][…]

FMB[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

FMBWorst drop−6.8%3.6% 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

IUSBSGOV

+0.2%Year to date+3.1%

4.3%Yield3.6%

+0.6%Past year+3.7%

0.06%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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