Compare · 2 funds side by side · dividends reinvested

IUSB and SMBS

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,138IUSB · best of the two

02 / 04

IUSB and SMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.27%+0.5%+1.6%[…][…]−5.2%4.7%$6.5B1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.5

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 · SMBS 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSMBS

+0.1%Year to dateJan 1 → Nov 6+0.5%

+0.8%1 yearTotal return+1.6%

+5.6%3 years · per year$10,000 became $11,774 · […][…]

+0.3%5 years · per year$10,000 became $10,138 · […][…]

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

4.34%Trailing 12-mo yield$434 · $527 a year on $10k5.27%

−4.3%Worst dropSmaller is better−5.2%

3.9%VolatilityLower is calmer4.7%

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

2–4SMBS 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 SMBS: Top 5 Holdings

Today

IUSB

[…]in top 5

SMBS

in top 50.4%

IUSBStockSMBS

not top 5GVMXX0.4%

Held in common[…]

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

IUSB vs SMBS Returns, Every Period

iSharesIUSB

+0.8%

past year

SMBSSchwab

+1.6%

past year

IUSBSMBSFaded: behind in that period

0–2SMBS wins

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

IUSB vs SMBS

YTD

iSharesIUSB

+0.1%

SMBSSchwab

+0.5%

+0.1%Year to date+0.5%

−4.3%Worst drop · 1Y−5.2%

3.9%Volatility · 1Y4.7%

4.3%Yield5.3%

$50.4BAssets$6.5B

2–2level

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

Cost, Income and Risk

Fees: IUSB, SMBS

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

IUSB0.06%$6

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

Yields: IUSB, SMBS

5.27%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.27%$527

IUSB4.34%$434

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

Income After Fees on $10,000

$524most kept, SMBS

SMBS$527 − $3 = $524

IUSB$434 − $6 = $428

KeptFee

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

Overlap: IUSB, SMBS

Today

[…]holdings […]

IUSBSMBS

IUSB—[…]

SMBS[…]—

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

Return vs Bumpiness: 2 ETFs

+1.6%SMBS, at 4.7% volatility

IUSBWorst drop−4.3%3.9% vol

SMBSWorst drop−5.2%4.7% vol

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

Paid More vs Made More

YTD

SMBSIUSB

+0.5%Year to date+0.1%

5.3%Yield4.3%

+1.6%Past year+0.8%

0.03%Fee0.06%

4–0SMBS 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026