Compare · 3 funds side by side · dividends reinvested

SCSB, IUSB and MUB

SCSBSterling Capital×IUSBiShares×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,432MUB · best of the three

02 / 04

SCSB, IUSB and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.6

Sterling Capital Funds - Sterling Capital Short Duration Bond ETFBonds & Cash · Short-term0.33%3.55%[…][…][…][…][…][…]$32M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCSB 2026 · IUSB 2014 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,151

IUSB

SCSB

Sterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSCSB

+0.1%Year to dateJan 1 → Nov 9[…]

+0.5%1 yearTotal return[…]

+5.4%3 years · per year$10,000 became $11,705 · […][…]

+0.3%5 years · per year$10,000 became $10,151 · […][…]

0.06%Expense ratio$6 · $33 a year on $10k · lower is better0.33%

4.33%Trailing 12-mo yield$433 · $355 a year on $10k3.55%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

2–0IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs SCSB: Top 5 Holdings

Today

IUSB

[…]in top 5

SCSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IUSB vs SCSB Returns, Every Period

iSharesIUSB

+0.5%

past year

SCSBSterling Capital

[…]

past year

Returns […]

IUSBSCSBFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IUSB vs SCSB

YTD

iSharesIUSB

+0.1%

SCSBSterling Capital

[…]

+0.1%Year to date[…]

−4.3%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.3%Yield3.6%

$50.4BAssets$32.2M

1–0IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCSB, IUSB, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

SCSB0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCSB, IUSB, MUB

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

SCSB3.55%$355

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SCSB$355 − $33 = $322

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCSB, IUSB, MUB

Today

[…]holdings […]

SCSBIUSBMUB

SCSB—[…][…]

IUSB[…]—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+1.1%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

SCSBWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBMUB

+0.1%Year to date+0.7%

4.3%Yield3.3%

+0.5%Past year+1.1%

0.06%Fee0.05%

3–1MUB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026