Compare · 3 funds side by side · dividends reinvested

IUSB, SMTH and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

IUSB, SMTH and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.1B1.8

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.42%−0.4%+0.0%[…][…]−4.6%3.9%$3.7B2.7

Rank among the three1st → 3rdFee, 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 · SMTH 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.1B$10,113

IUSB

SMTH

ALPS Funds Smith Core Plus Bond ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSMTH

−0.0%Year to dateJan 1 → Nov 4−0.4%

+0.5%1 yearTotal return+0.0%

+5.9%3 years · per year$10,000 became $11,881 · […][…]

+0.2%5 years · per year$10,000 became $10,113 · […][…]

0.06%Expense ratio$6 · $59 a year on $10k · lower is better0.59%

4.34%Trailing 12-mo yield$434 · $442 a year on $10k4.42%

−4.3%Worst dropSmaller is better−4.6%

3.9%VolatilityLower is calmer3.9%

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

4–1IUSB 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 SMTH: Top 5 Holdings

Today

IUSB

[…]in top 5

SMTH

in top 50.1%

IUSBStockSMTH

not top 5JXN-PA0.1%

Held in common[…]

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

IUSB vs SMTH Returns, Every Period

iSharesIUSB

+0.5%

past year

SMTHALPS

+0.0%

past year

IUSBSMTHFaded: behind in that period

2–0IUSB wins

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

IUSB vs SMTH

YTD

iSharesIUSB

−0.0%

SMTHALPS

−0.4%

−0.0%Year to date−0.4%

−4.3%Worst drop · 1Y−4.6%

3.9%Volatility · 1Y3.9%

4.3%Yield4.4%

$50.1BAssets$3.7B

2–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, SMTH, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

SMTH0.59%$59

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

Yields: IUSB, SMTH, SGOV

4.42%highest, SMTH

FundTrailing yieldYield$10k

SMTH4.42%$442

IUSB4.34%$434

SGOV3.63%$363

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

SMTH$442 − $59 = $383

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IUSB, SMTH, SGOV

Today

[…]holdings […]

IUSBSMTHSGOV

IUSB—[…][…]

SMTH[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

SMTHWorst drop−4.6%3.9% vol

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

Paid More vs Made More

YTD

SMTHSGOV

−0.4%Year to date+3.1%

4.4%Yield3.6%

+0.0%Past year+3.7%

0.59%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026