Compare · 3 funds side by side · dividends reinvested

IUSB, SCHQ and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,414MUB · best of the three

02 / 04

IUSB, SCHQ and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.9

Schwab Long-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.94%−2.0%−2.7%+3.8%−6.6%−11.4%8.8%$883M2.5

Rank among the three1st → 3rdFee, 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 · SCHQ 2019 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

SCHQ

Schwab Long-Term U.S. Treasury ETF · $883M$7,108

$10,000 five years ago, dividends reinvested

IUSBMeasureSCHQ

+0.1%Year to dateJan 1 → Nov 6−2.0%

+0.8%1 yearTotal return−2.7%

+5.6%3 years · per year$10,000 became $11,774 · $11,198+3.8%

+0.3%5 years · per year$10,000 became $10,138 · $7,108−6.6%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

4.34%Trailing 12-mo yield$434 · $494 a year on $10k4.94%

−4.3%Worst dropSmaller is better−11.4%

3.9%VolatilityLower is calmer8.8%

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

6–2IUSB 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 SCHQ: Top 5 Holdings

Today

IUSB

[…]in top 5

SCHQ

in top 50.5%

IUSBStockSCHQ

not top 5GVMXX0.5%

Held in common[…]

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

IUSB vs SCHQ Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

SCHQSchwab

−6.6%

5 years, per year

IUSBSCHQFaded: behind in that period

4–0IUSB wins

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

IUSB vs SCHQ

YTD

iSharesIUSB

+0.1%

SCHQSchwab

−2.0%

+0.1%Year to date−2.0%

−4.3%Worst drop · 1Y−11.4%

3.9%Volatility · 1Y8.8%

4.3%Yield4.9%

$50.4BAssets$883M

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, SCHQ, MUB

Today

0.03%lowest, SCHQ

FundExpense ratioFee$10k

SCHQ0.03%$3

MUB0.05%$5

IUSB0.06%$6

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

Yields: IUSB, SCHQ, MUB

4.94%highest, SCHQ

FundTrailing yieldYield$10k

SCHQ4.94%$494

IUSB4.34%$434

MUB3.27%$327

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

Income After Fees on $10,000

$491most kept, SCHQ

SCHQ$494 − $3 = $491

IUSB$434 − $6 = $428

MUB$327 − $5 = $322

KeptFee

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

Overlap: IUSB, SCHQ, MUB

Today

[…]holdings […]

IUSBSCHQMUB

IUSB—[…][…]

SCHQ[…]—[…]

MUB[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

SCHQWorst drop−11.4%8.8% vol

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

Paid More vs Made More

YTD

SCHQMUB

−2.0%Year to date+0.5%

4.9%Yield3.3%

−2.7%Past year+0.9%

0.03%Fee0.05%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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