Compare · 2 funds side by side · dividends reinvested

NUSA and IUSB

NUSANuveen×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,874NUSA · best of the two

02 / 04

NUSA and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG 1-5 Year U.S. Aggregate BondBonds & Cash · Core aggregate0.14%3.95%+0.6%+1.3%+4.5%+1.7%−1.8%2.0%$36M1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.1%+5.6%+0.2%−4.3%3.9%$50.1B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: NUSA 2017 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG 1-5 Year U.S. Aggregate Bond · $36M$10,874

NUSA

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,102

$10,000 five years ago, dividends reinvested

NUSAMeasureIUSB

+0.6%Year to dateJan 1 → Nov 3−0.5%

+1.3%1 yearTotal return−0.1%

+4.5%3 years · per year$10,000 became $11,413 · $11,788+5.6%

+1.7%5 years · per year$10,000 became $10,874 · $10,102+0.2%

0.14%Expense ratio$14 · $6 a year on $10k · lower is better0.06%

3.95%Trailing 12-mo yield$395 · $436 a year on $10k4.36%

−1.8%Worst dropSmaller is better−4.3%

2.0%VolatilityLower is calmer3.9%

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

5–3NUSA wins

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

More Ways to See the Pairs

NUSA vs IUSB: Top 5 Holdings

Today

NUSA

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

NUSA vs IUSB Returns, Every Period

NuveenNUSA

+1.7%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

NUSAIUSBFaded: behind in that period

3–1NUSA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NUSA vs IUSB

YTD

NuveenNUSA

+0.6%

IUSBiShares

−0.5%

+0.6%Year to date−0.5%

−1.8%Worst drop · 1Y−4.3%

2.0%Volatility · 1Y3.9%

4.0%Yield4.4%

$36.5MAssets$50.1B

3–1NUSA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUSA, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

NUSA0.14%$14

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NUSA, IUSB

4.36%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.36%$436

NUSA3.95%$395

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

NUSA$395 − $14 = $381

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NUSA, IUSB

Today

[…]holdings […]

NUSAIUSB

NUSA—[…]

IUSB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.3%NUSA, at 2.0% volatility

NUSAWorst drop−1.8%2.0% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBNUSA

−0.5%Year to date+0.6%

4.4%Yield4.0%

−0.1%Past year+1.3%

0.06%Fee0.14%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026