Compare · 2 funds side by side · dividends reinvested

IUSB and JCPB

IUSBiShares×JCPBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,409JCPB · best of the two

02 / 04

IUSB and JCPB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Core Plus Bond ETFBonds & Cash · Core aggregate0.40%4.97%+0.2%+0.8%+6.5%+0.8%−4.5%3.9%$17.4B1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IUSB 2014 · JCPB 2019

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.3B$10,113

IUSB

JCPB

JPMorgan Core Plus Bond ETF · $17.4B$10,409

$10,000 five years ago, dividends reinvested

IUSBMeasureJCPB

−0.0%Year to dateJan 1 → Nov 4+0.2%

+0.5%1 yearTotal return+0.8%

+5.9%3 years · per year$10,000 became $11,881 · $12,096+6.5%

+0.2%5 years · per year$10,000 became $10,113 · $10,409+0.8%

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

4.34%Trailing 12-mo yield$434 · $497 a year on $10k4.97%

−4.3%Worst dropSmaller is better−4.5%

3.9%VolatilityLower is calmer3.9%

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

2–5JCPB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs JCPB: Top 5 Holdings

Today

IUSB

[…]in top 5

JCPB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IUSB vs JCPB Returns, Every Period

iSharesIUSB

+0.2%

5 years, per year

JCPBJ.P. Morgan

+0.8%

5 years, per year

IUSBJCPBFaded: behind in that period

0–4JCPB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IUSB vs JCPB

YTD

iSharesIUSB

−0.0%

JCPBJ.P. Morgan

+0.2%

−0.0%Year to date+0.2%

−4.3%Worst drop · 1Y−4.5%

3.9%Volatility · 1Y3.9%

4.3%Yield5.0%

$50.3BAssets$17.4B

2–1JCPB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, JCPB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

JCPB0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IUSB, JCPB

4.97%highest, JCPB

FundTrailing yieldYield$10k

JCPB4.97%$497

IUSB4.34%$434

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$457most kept, JCPB

JCPB$497 − $40 = $457

IUSB$434 − $6 = $428

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IUSB, JCPB

Today

[…]holdings […]

IUSBJCPB

IUSB—[…]

JCPB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.8%JCPB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

JCPBWorst drop−4.5%3.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JCPBIUSB

+0.2%Year to date−0.0%

5.0%Yield4.3%

+0.8%Past year+0.5%

0.40%Fee0.06%

3–1JCPB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026