Compare · 2 funds side by side · dividends reinvested

IUSB and MCVT

IUSBiShares×MCVTThe Miller×

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 / 03

IUSB and MCVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B1.0

Miller Convertible Total Return ETFBonds & Cash · Core aggregate0.85%0.12%[…][…][…][…][…][…]$31M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IUSB 2014 · MCVT 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

MCVT

Miller Convertible Total Return ETF · $31M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureMCVT

+0.2%Year to dateJan 1 → Nov 5[…]

+0.6%1 yearTotal return[…]

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

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

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

4.33%Trailing 12-mo yield$433 · $12 a year on $10k0.12%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

2–0IUSB wins

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 MCVT: Top 5 Holdings

Today

IUSB

[…]in top 5

MCVT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs MCVT Returns, Every Period

iSharesIUSB

+0.6%

past year

MCVTThe Miller

[…]

past year

Returns […]

IUSBMCVTFaded: behind in that period

0–0Level

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

IUSB vs MCVT

YTD

iSharesIUSB

+0.2%

MCVTThe Miller

[…]

+0.2%Year to date[…]

−4.3%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.3%Yield0.1%

$50.3BAssets$31.0M

1–0IUSB wins

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

Cost, Income and Risk

Fees: IUSB, MCVT

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

MCVT0.85%$85

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

Yields: IUSB, MCVT

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

MCVT0.12%$12

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MCVT$12 − $85 = −$73

KeptFee

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

Overlap: IUSB, MCVT

Today

[…]holdings […]

IUSBMCVT

IUSB—[…]

MCVT[…]—

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

Return vs Bumpiness: 2 ETFs

+0.6%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

MCVTWorst drop[…][…]

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

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