Compare · 2 funds side by side · dividends reinvested

IUSB and ICVT

IUSBiShares×ICVTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,630ICVT · best of the two

02 / 04

IUSB and ICVT, 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%$50.4B1.4

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.61%+4.4%+0.4%+15.1%+3.1%−18.6%18.7%$6.9B1.6

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 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

ICVT

iShares Convertible Bond ETF · $6.9B$11,630

$10,000 five years ago, dividends reinvested

IUSBMeasureICVT

+0.1%Year to dateJan 1 → Nov 6+4.4%

+0.8%1 yearTotal return+0.4%

+5.6%3 years · per year$10,000 became $11,774 · $15,247+15.1%

+0.3%5 years · per year$10,000 became $10,138 · $11,630+3.1%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.34%Trailing 12-mo yield$434 · $161 a year on $10k1.61%

−4.3%Worst dropSmaller is better−18.6%

3.9%VolatilityLower is calmer18.7%

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

5–3IUSB 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 ICVT: Top 5 Holdings

Today

IUSB

[…]in top 5

ICVT

in top 50.1%

IUSBStockICVT

not top 5BKD0.1%

Held in common[…]

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

IUSB vs ICVT Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

ICVTiShares

+3.1%

5 years, per year

IUSBICVTFaded: behind in that period

1–3ICVT wins

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

IUSB vs ICVT

YTD

iSharesIUSB

+0.1%

ICVTiShares

+4.4%

+0.1%Year to date+4.4%

−4.3%Worst drop · 1Y−18.6%

3.9%Volatility · 1Y18.7%

4.3%Yield1.6%

$50.4BAssets$6.9B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, ICVT

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

ICVT0.20%$20

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

Yields: IUSB, ICVT

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

ICVT1.61%$161

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

ICVT$161 − $20 = $141

KeptFee

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

Overlap: IUSB, ICVT

Today

[…]holdings […]

IUSBICVT

IUSB—[…]

ICVT[…]—

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

ICVTWorst drop−18.6%18.7% vol

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

Paid More vs Made More

YTD

IUSBICVT

+0.1%Year to date+4.4%

4.3%Yield1.6%

+0.8%Past year+0.4%

0.06%Fee0.20%

3–1IUSB 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026