Compare · 2 funds side by side · dividends reinvested

SDCP and IUSB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,102IUSB · best of the two

02 / 04

SDCP and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.12%+1.9%+2.8%[…][…]−1.1%1.2%$13M1.2

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: SDCP 2023 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Newfleet Short Duration Core Plus Bond ETF · $13M[…]

SDCP

IUSB

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

$10,000 five years ago, dividends reinvested

SDCPMeasureIUSB

+1.9%Year to dateJan 1 → Nov 3−0.5%

+2.8%1 yearTotal return−0.1%

[…]3 years · per year$10,000 became […] · $11,788+5.6%

[…]5 years · per year$10,000 became […] · $10,102+0.2%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

5.12%Trailing 12-mo yield$512 · $436 a year on $10k4.36%

−1.1%Worst dropSmaller is better−4.3%

1.2%VolatilityLower is calmer3.9%

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

5–1SDCP wins

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

More Ways to See the Pairs

SDCP vs IUSB: Top 5 Holdings

Today

SDCP

1.0%in top 5

IUSB

in top 5[…]

SDCPStockIUSB

1.0%JNKnot top 5

Held in common[…]

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

SDCP vs IUSB Returns, Every Period

VirtusSDCP

+2.8%

past year

IUSBiShares

−0.1%

past year

SDCPIUSBFaded: behind in that period

2–0SDCP wins

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

SDCP vs IUSB

YTD

VirtusSDCP

+1.9%

IUSBiShares

−0.5%

+1.9%Year to date−0.5%

−1.1%Worst drop · 1Y−4.3%

1.2%Volatility · 1Y3.9%

5.1%Yield4.4%

$13.2MAssets$50.1B

4–0SDCP wins

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

Cost, Income and Risk

Fees: SDCP, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SDCP0.35%$35

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

Yields: SDCP, IUSB

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

IUSB4.36%$436

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

IUSB$436 − $6 = $430

KeptFee

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

Overlap: SDCP, IUSB

Today

[…]holdings […]

SDCPIUSB

SDCP—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.8%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% 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

SDCPIUSB

+1.9%Year to date−0.5%

5.1%Yield4.4%

+2.8%Past year−0.1%

0.35%Fee0.06%

3–1SDCP wins

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